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Program Policies & Guidelines Updated April 2019The Schwab Charitable Program Policies & Guidelines serve as a detailed resource for Schwab Charitable donor advised fund accounts. Topics covered in
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What is donor advised fund policy?
A donor advised fund policy is a set of guidelines established by a charitable organization that governs how donor advised funds are managed and distributed.
Who is required to file donor advised fund policy?
Charitable organizations that operate donor advised funds are required to file donor advised fund policies.
How to fill out donor advised fund policy?
To fill out a donor advised fund policy, organizations typically outline the purpose of the fund, distribution guidelines, investment policies, and procedures for donor recommendations.
What is the purpose of donor advised fund policy?
The purpose of a donor advised fund policy is to provide structure and guidance for managing and distributing funds donated by contributors.
What information must be reported on donor advised fund policy?
Donor advised fund policies typically include information on the organization's mission, fund management practices, distribution guidelines, and investment policies.
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