Through Charles Schwab Foundation and our corporate giving and educational programs, we help people from all walks of life master the basics of money management.
Our Money Matters: Make It CountSM program is available through Boys & Girls Clubs of America. Through fun, interactive activities on topics like using a checking account, learning how to budget, managing debt and saving for college, Club members ages 13-18 gain basic money management skills and learn practical ways to save, spend and invest their money.
Some 500,000 teens in over 1,700 Boys & Girls Clubs across the U.S. have participated in Money Matters since it launched in mid-2004. Charles Schwab Foundation has additionally awarded a total of $460,000 in college scholarship grants to 222 Club teens, ages 16-18, who after completing the program demonstrated exceptional financial behavior.
For people over 50
Charles Schwab Foundation partners with AARP Foundation to offer Finances 50+SM, a financial education and mentoring program for people 50 and older. Interactive classroom sessions cover budgeting, managing credit and debt, and protecting assets. Free in-person small group workshops and one-on-one follow-up consultations with Money Mentors are offered in selected cities, and materials are available to anyone online free of charge.
The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.
The Charles Schwab Foundation and the Charles Schwab Corporation and affiliates are unaffiliated with AARP Foundation.
Through our Schwab MoneyWise® website and workshops, we offer practical guidance and tools to help people make the most of their money.
We also promote financial capability through “Ask Carrie,” a weekly personal finance column written by Carrie Schwab-Pomerantz. The column is available on Schwab websites and is syndicated nationally through Creators News Service.
"Our goal is to improve everyone’s financial health and well-being through a combination of community outreach, education and advocacy."
— Carrie Schwab-Pomerantz, President, Charles Schwab Foundation and Senior Vice President, Charles Schwab & Co., Inc.
Schwab also conducts annual research to spotlight family finance issues:
- 2012 Older Workers & Money Survey: Surprising findings about job sentiment among Americans in their 50s and 60s.
- 2011 Teens & Money Survey: A look at 16- to 18-year-olds and their attitudes, behaviors and expectations about money.
- 2010 Families & Money Survey: Parents talk about helping their young adult children become financially healthy.
- 2009 Young Adults & Money Survey: 23- to 28-year olds reveal their beliefs and behaviors about managing money.