Juli Bartlett's Contact Details

Juli Bartlett's Company Details

Schwab Charitable

San Francisco, CA, US • 100 - 249 Employees
Non-Profit

Schwab Charitable™ is an independent 501(c)(3) public charity established in 1999 to help donors maximize the impact of their charitable giving with a tax-smart donor-advised fund account. Since inception, our donors have granted over $10 billion* to charity. A Schwab Charitable donor-advised fund account enables donors to contribute cash or appreciated assets to a charitable account to help realize the greatest possible tax benefits—and then support their favorite charities over time. We serve a wide range of charitable donors with accounts ranging in size from $5,000 to more than $500 million. With Schwab Charitable, donors are empowered to incorporate charitable planning into their everyday lives, giving them the potential to make a bigger difference in the world. A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information. 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.© 2018 Schwab Charitable Fund. All rights reserved. (0418-8Y5A)