Donor-Advised Giving

Schwab Charitable™ was established to increase charitable giving in the United States. To help donors achieve their philanthropic goals, Schwab Charitable offers advantageous ways to give useful information and unbiased guidance.

Through the Schwab Charitable Fund™, a leading national donor-advised fund, we provide a personalized, private, and tax-smart way to structure one’s charitable giving.

Through Charitable Trust Services, we help donors establish a charitable remainder trust that can generate needed income for the donor while reducing capital gains, estate and income taxes and leaving a flexible charitable legacy for future generations.

Facts

Headquarters	San Francisco
History	1999: Established as The Schwab Fund for Charitable Giving®. 2006: Introduced Charitable Trust Services and created Schwab Charitable to reflect a broadened philanthropic service offering.
Management	The majority of the Fund’s Board of Directors are independent of The Charles Schwab Corporation and its affiliates. This Board has full discretion over the Fund and its activities.
Who We Serve	Individual donors, including donors who are clients of investment advisors, and U.S. public charities.
Donations	Over $2.4 billion in donations received to date
Grants	Over 165,000 grants to date, totaling more than $750 million
Charities	Over 50,000 charities supported
Website	http://www.schwabcharitable.org/

Services

Schwab Charitable Fund™

The donor-advised Schwab Charitable Fund gives donors and their families a simple, tax-efficient way to support charities today and create a charitable legacy.

Charitable Trust Services

With Charitable Trust Services, donors can establish a charitable remainder trust that generates income for the donor and supports charities at a later date.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization, and Charitable Trust Services. Schwab Charitable Trust Services is a limited liability company owned by Schwab Charitable Fund that provides charitable trust management services.

Schwab Charitable Fund is recognized as a tax-exempt public charity as defined in Internal Revenue Code (“IRC”) Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi). The Fund is eligible to receive tax-deductible charitable contributions under IRC Section 170(c). The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation (Charles Schwab & Co., Inc. and Charles Schwab Investment Management, Inc.) to perform certain administrative, recordkeeping and investment management services.

Contact Information

Schwab Charitable
101 Montgomery Street

San Francisco, CA 94104

Telephone: (800) 746-6216
E-Mail: ask@schwabcharitable.org