Are you looking for a simple, tax-smart investment solution for charitable giving? Then a Schwab CharitableTM donor-advised fund account may be right for you. Offered by Schwab Charitable, you can use a Schwab Charitable account to support the causes that mean the most to you today and leave a legacy of giving. With this account you may be eligible for a current-year tax deduction, as well as be more strategic about your giving decisions. To learn more about charitable giving, visit the Schwab Charitable website.
- Cash or appreciated non-cash assets such as publicly traded stock, mutual funds, or ETFs from your existing TD Ameritrade brokerage account or other sources.
- There is no minimum contribution requirement to open a Schwab Charitable account.
Schwab Charitable Fund is recognized as a tax‐exempt public charity as defined in Internal Revenue Code ("IRC") Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi). Schwab Charitable Fund is eligible to receive tax‐deductible charitable contributions under IRC Section 170(c). Schwab CharitableTM is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, please consult with a qualified tax advisor, CPA, financial planner, or investment manager.