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Financial Capability

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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.

Research

Schwab also conducts annual research to spotlight family finance issues:

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