Schwab Charitable 

The Schwab Charitable section provides you with information on managing your clients' giving through a Schwab Charitable account. Click on a link below to view a specific article.

Introduction to Schwab Charitable
Schwab Charitable™ is an independent, 501(c)(3) public charity with a mission to increase charitable giving in the United States by providing a tax-smart and simple giving solution to donors and their investment advisors. A Schwab Charitable account can be a valuable wealth-planning tool that enables clients to give more strategically.
 
How to open a Schwab Charitable™ account
Open a Schwab Charitable account using Digital Account Open. Schwab Charitable is an independent 501(c)(3) public charity with a mission to increase charitable giving in the United States by providing a tax-smart and simple giving solution to donors and their investment advisors.
 
How to use a Schwab Charitable™ donor-advised fund account
Schwab Charitable is an independent, tax-exempt public charity designed to make it easier and more tax effective for clients to give through a donor-advised fund.
 
How to make charitable donations
Schwab account holders can make contributions to charities directly from their Schwab brokerage account or by setting up a donor-advised fund account with Schwab Charitable™.