Helping build strong financial futures is our top priority. Through financial education programs, employee volunteerism, and community involvement, we strive to make a positive impact in the communities where we live and work.

Charles Schwab Foundation's Money Matters: Make It Count program in partnership with Boys & Girls Clubs of America teaches teens basic money management skills to help them save, spend, and invest wisely.

 

  • 500,000+ teens have completed the program
  • 1,700 Boys & Girls Clubs offer the program across the U.S. and on military bases worldwide
  • $470,000 awarded in college scholarships through early 2014
  • 86% of American teens say they want to learn about personal finance before making mistakes in the real world1

 

LEARN MORE

In today's complex financial world, people of all ages and backgrounds are seeking help on the basics of personal finance. That's why Schwab created its award-winning Schwab MoneyWise website and workshops, tackling the topic of money management with hands-on tools and language that's clear, straightforward and engaging.  

 

  • $3,800 is the average American family savings account balance2
  • 25% of Americans have no savings at all3
  • $29,400 is the average student loan debt for 2012 college graduates4
  • One-third of Americans ages 30-79 believe a 401(k) is a good place to turn for a loan or withdrawal if they need cash5

 

LEARN MORE

Charles Schwab Foundation teamed up with AARP Foundation to develop AARP Finances 50+, an educational program that gives low-income seniors the skills and tools to reduce debt, repair credit, and build savings, along with the motivation to put their financial lives back on track. 

 

  • 20 million people over the age of 50 are struggling to make ends meet6
  • 50% of workers say they would be able to come up with $2k in the next month if an emergency arose7
  • 31% of workers in their 50s and 60s say they're "just getting by"8
  • 41% of members of the so-called "sandwich generation" say they provide at least some support to their adult children9

 

LEARN MORE

Charles Schwab Foundation provides financial support to a variety of charities and community events selected by Schwab employees.

  • $4+ million given annually to directly support nonprofit organizations
  • 2,200+ nonprofit organizations received financial support in 2014
  • $3.27 million given in employee gifts and matching donations in 2014
  • Approximately $150,000+ given in employee board-service grants in 2014 

Meet Carrie Schwab-Pomerantz, President, Charles Schwab Foundation

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. As leader of Schwab Community Services as well as president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, encouraging men and women from all walks of life to take charge of their financial lives.

View Bio

Read Our Grant Selection Criteria

Charles Schwab Foundation provides direct grants to nonprofit organizations that support Schwab's commitment to financial literacy and respond to local cultural and social needs.

LEARN MORE 

1 2011 Charles Schwab Teens & Money Survey

2 Federal Reserve data, 2012

3 U.S. Census Bureau, 2012

4 2014 Charles Schwab Money Myths Survey

5 Project on Student Debt, 2012

6 AARP Foundation Research, 2011

7 EBRI retirement confidence survey, 2013

8 2012 Charles Schwab Older Workers and Money Survey

9 2010 Charles Schwab Families & Money Survey

Investing involves risk, including possible loss of principal.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value