Organizational Profile

Schwab Charitable™


Schwab Charitable is an independent public charity created in 1999 to help clients more effectively meet their charitable giving needs through a donor-advised fund account.

A Schwab Charitable donor-advised fund account allows investors to contribute cash or appreciated assets to a charitable account to realize the greatest possible tax benefits—and then support their favorite charities over time. Serving a wide range of philanthropic investors, Schwab Charitable’s accounts range in size from $5,000 to more than $500 million.

Contact Information:
  • P.O. Box 628298 Orlando, FL 32862
  • Website

Legal Status:


Target Audience: Financial staff, Donors

Services Provided: Consulting

Target Organizations: Donor advised