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Giving Made Easy

In the late 1990s, it became clear to me that investors needed a tool to help streamline their charitable giving. Our clients needed a solution that allowed them to approach their philanthropy as thoughtfully and effectively as they did their investments and savings.

So, in 1999 we established Schwab Charitable, a national donor-advised fund and independent public charity that helps clients maximize their giving through tax-efficient planning. Using their Schwab Charitable accounts, donors can contribute cash and appreciated assets they’ve held for more than one year, invest the proceeds for growth, and recommend grants to their favorite charities via an easy-to-use online platform. Read more about using a donor-advised fund. 

The impact our clients have made over the years is profound. Since Schwab Charitable’s inception, donors have given $13 billion to 150,000-plus charities worldwide. If you’re looking for a simple, tax-smart approach to your philanthropy, learn more about Schwab Charitable. We’d be happy to help you define your charitable mission and support the causes you care about most.


Charles R. Schwab,

Founder & Chairman

What You Can Do Next

Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Schwab Charitable Fund is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. The Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.


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