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Schwab Fund for Charitable Giving™—Managing Client Contributions

The Schwab Fund for Charitable Giving ("the Fund")-an independent IRS-approved public charity*-offers your clients a convenient means to manage their charitable contributions.

With the Fund's Charitable Gift Account** your clients can make an irrevocable, tax-deductible*** contribution of cash or securities valued at $10,000 or more. Donations to the Fund can be invested among three investment pools while the donor decides on grant recommendations to qualified public charities.

*As described in Sections 501(c)(3), 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code of 1986.
**Each Charitable Gift Account is subject to a maximum annual administrative fee of 75 bps of the account's assets.
***A donor's ability to claim itemized deductions is subject to a variety of limitations, depending upon the donor's specific tax situation. Charitable deductions in particular are subject to adjusted gross income (AGI) limitations.

Fees are reduced for accounts with balances of more than $500,000. See Charitable Gift Account Program Guide for details.