Schwab Charitable™

Tax-smart donor-advised fund accounts and philanthropic resources


A powerful tool to support your clients’ philanthropic goals

Three reasons to use a donor-advised fund

What is a Donor Advised Fund?

A Schwab Charitable™ donor-advised fund account is a simple, tax-smart investment solution for charitable giving.

Donors set up an account with Schwab Charitable and contribute cash, securities, or appreciated assets. They’ll be eligible for a current-year tax deduction and can be more strategic about their giving decisions. Read More

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

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