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Financial Capability


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.

For teens

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.

For families

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:

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