For Professionals

Schwab Charitable Fund can serve as a strategic resource for financial professionals and charitable organizations. If you’re a financial advisor, lawyer, or CPA, we can help you expand your wealth-planning services and provide significant tax advantages to your clients. And if you’re a charitable organization, we can help you expand the sources of your donations and deepen your relationships with donors.

For Advisors

The Charitable Gift Account, can help you expand your wealth-planning services by offering your clients a tax-smart, efficient, and flexible philanthropic resource for supporting their charitable goals.

For accounts of $250,000 or more, we offer the Charitable Asset Management feature, which allows you to manage the assets in your client’s account. Schwab Charitable Fund was the first leading national donor-advised fund to offer such personalized management of a client’s donated assets.

For Charities

Grants from Charitable Gift Accounts can have significant advantages over direct gifts from individual donors: we help reduce the administrative burden of grants, smooth out the “boom and bust” pattern of donations, and enable donated assets to appreciate over time. The Fund does not accept grant proposals; grants are recommended by our donors. To improve your visibility with this pool of donors, we encourage you update your organization’s information with GuideStar.