Schwab Charitable News

3/12/13 1:00 am PDT

Today Schwab Charitable, one of the nation's largest national donor-advised funds, announced enhancements to its Global Giving Program that will streamline and simplify international giving for its clients. Schwab Charitable is the first national donor-advised fund to partner with NGOsource, a new legal service that assesses whether a foreign grantee can be considered the equivalent of a U.S.-public charity and qualify for tax-deductible more...

1/22/13

Schwab Charitable, one of the nation’s leading national donor-advised fund organizations, closed its 2012 giving season with a record level of charitable contributions and new accounts as individuals and their advisors embraced Schwab Charitable’s tax-smart, simple and accessible approach to supporting the non-profit causes about which individuals care most. Spurred by an uncertain tax environment amidst the fiscal cliff debate, contributions more...

12/18/12

Schwab Charitable, one of the nation’s leading national donor-advised fund organizations, is reminding advisors and investors that year-end deadlines for charitable giving are fast approaching and that there are multiple ways, from cash contributions to the donation of appreciated assets, that individuals can realize tax benefits from charitable giving this year.

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11/27/12

With the annual giving season underway, Schwab Charitable is expecting record levels of contributions as individuals and their advisors seek to meet charitable giving priorities while also navigating the uncertain outlook for taxes given the expiration of the Bush-era tax cuts at the end of this year. As of October 31, 2012, Schwab Charitable has seen an almost 75 percent increase in contributions year-over-year.

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7/24/12 1:00 am PDT

Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, reported both record charitable assets under management and record annual grants in its Fiscal Year 2012. As of June 30, 2012, Schwab Charitable’s assets under management were $3.16 billion and grants to charities for the year totaled $524 million.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest national donor-advised fund organizations1, has announced two important leadership appointments, effective January 1, 2012.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest national donor-advised fund organizations1, is reporting an increase in both contributions and grant giving year-over-year.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest national donor-advised fund sponsoring organizations1, has introduced a new more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest national donor-advised fund organizations1, has announced a lowering of its individual grant minimum from $100 to $50.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--With the effects of the tax filing deadline still fresh, Schwab Charitable suggests that now is an excellent time for investors and their financial advisors to begin planning ahead to reduce their taxes for 2011 while also providing maximum benefits to their favorite charities. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, today reported record 2010 contributions by its donors of $1.085 billion, more than double the amount in 2009. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Recent uncertainty around tax legislation has caused many Americans to delay their annual charitable contributions.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, announced today that both contributions to and grants from its donor-advised fund will likely reach record levels in 2010. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, reports that contributions from its donors for fiscal year 2010 reached the highest level in its 10 year operating history. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, has issued a brief on the benefits of using charitable giving to help reduce taxes resulting from Roth IRA Conversions. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, today announced results for the inaugural year of its innovative more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund organizations, announced today the launch of Customized Grants Letterhead feature for charitable gift accounts at no cost. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing donor-advised funds, and the Center for Nonprofit and Public Leadership at the UC Berkeley Haas School of Business will host their next Philanthropy Speaker Series event (“Investment Advisors and Philanthropy more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, and UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership today announced their next Philanthropy Speaker Series event. more...

5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--For Americans who’ve waited for higher stock prices before making donations of securities to their favorite charities, there are a number of ways to make charitable contributions and still beat year-end tax deadlines, according to Schwab Charitable.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing donor-advised funds, observes its 10th anniversary this month just as the Chronicle of Philanthropy lists the organization as the 10th largest charity in the U.S.1

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, is proud to have Alex Counts as the second speaker of the second annual Schwab Charitable Philanthropy Speaker Series hosted in partnership with UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund programs, announced today the launch of its Private Foundation Conversion Service.

The new service is specifically designed to help advisors to private foundations determine whether conversion to a donor-advised fund would be beneficial, and if so, provide guidance throughout the process.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, today announced its second annual Schwab Charitable Philanthropy Speaker Series to be hosted in partnership with UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership.

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5/18/13 6:08 pm PDT

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Charitable, one of the country's largest national donor-advised funds, announced today an expanded selection of investment pools for its Charitable Gift Accounts. The new investment line-up includes a broad range of highly regarded mutual fund families, including American Century, Janus, Manning & Napier, Parnassus, PIMCO and Schwab.

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