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Donor-Advised Funds

Charitable and tax-planning efforts get a boost from this unique, flexible opportunity.

While private foundations were the great charitable vehicles of the 20th century, donor-advised funds (DAFs) are becoming the 21st-century philanthropic solution of choice. Donations through DAFs have been rising 30% a year since 2004, four times the annual increase in the rate of giving, according to philanthropic consulting foundation Giving USA. There are now 100,000 DAFs nationally with $17.5 billion in assets, or gifts, which go to every type of eligible charity, from food banks to museums to educational institutions.

Simplicity and Flexibility for Little Cost

DAFs provide people across the wealth spectrum the strengths of a private foundation as well as superior flexibility and tax efficiencies on gifts of cash, appreciated securities and even closely held shares and property.

Unique Tax Advantages

Flexibility With Illiquid Assets

Josephine Namala makes the first call on a Village Phone cell phone purchased with a microfinance loan. The Village Phone program is making telecommunications available in remote villages throughout the developing world.

Schwab Charitable™ Microfinance Program

A New Way to Make a Charitable Impact, Even When the Markets Are Down

In good or bad economic times, Schwab Charitable’s new microfinance guarantee program allows philanthropists to have a powerful impact on improving lives in the developing world while preserving charitable dollars for future grant making.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization, and Schwab Charitable Trust Services, a limited liability company owned by Schwab Charitable Fund. The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.