What Happens to Your Schwab Charitable Account When You Die
Quick Facts
DAF balance
Name successor account holder
Grants
Review scheduled grants
Account
Contact Schwab Charitable
Step-by-Step Guide
Designate successor account holder
Contact Schwab Charitable to name a successor for the donor-advised fund. Without one, the balance goes to a default charity.
Review scheduled grants
Check for recurring or scheduled grants and determine if they should continue under the successor.
Document Now Checklist
- Current DAF balance
- Designated successor (if any)
- Scheduled or recurring grants
Last verified: June 2026. Platform policies may change. Verify current procedures directly with Schwab Charitable. This guide is for informational purposes only and does not constitute legal advice.
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Cash App
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