Donor-advised funds allow investors to contribute cash and other assets to a donor-advised account to realize the greatest possible tax benefits and to then more strategically support charities of their choice over time. Donor-advised funds are generally suitable for individuals who regularly give to charity.About Schwab Charitable Created as a national donor-advised fund with a mission to increase charitable giving nationwide, Schwab Charitable has received over $9.3 billion in contributions and has facilitated over $4 billion in grants to charities on behalf of its donors since inception. Serving a wide range of philanthropic investors, account sizes range from $5,000 to more than $500 million. Schwab Charitable has been a pioneer in enabling registered investment advisors to manage the investments of donor-advised accounts and remains a leading provider of such professionally managed accounts. Schwab Charitable also offers a private foundation conversion service for private foundations considering donor-advised funds as a complementary or alternative charitable vehicle. For more information, visit schwabcharitable.org. All figures are as of 12/31/13. A donor's ability to claim itemized deductions may be subject to further limitations depending upon the donor's specific tax situation and donors should consult their tax advisors. Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate. Contributions of real estate, private equity or other non-cash assets are accepted via a charitable intermediary, with proceeds of your donation transferred to your donor-advised account upon liquidation. This intermediary considers donations on a case-by-case basis, and assets typically must be valued at $250,000 or more. Call the Fund for more information at 800-746-6216. Professionally-managed accounts are available only through independent investment advisors working with Schwab Advisor Services TM, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.. While donors may recommend an advisor, the Fund must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Fund fee and investment guidelines. You may request a copy of the investment guidelines by calling us at (800) 746-6216. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
©2014 Schwab Charitable Fund. All Rights Reserved. (0114-0757)