jtax
Level 10

Deductions & credits

Just to be clear, my response was about a donor-advised fund at Schwab. It was not about a non-grantor trust with an account at Schwab (or with Schwab as a trustee).

 

Don't worry about it. I doubt anyone will look at the address. I bet they just collect that info in case they find a particular tax shelter like scam / fraud so they can find all those who used it. For a legitimate charity like Schwab's DAF, you won't have any problem. 

 

By all means, get it as right as you can. Just be ready to show your donation receipts/records if asked about it (as with each and every deduction). 

 

Note that Schwab Charitable changed its name recently, and maybe its address. I wouldn't suggest amending if you used the old name/address and already filed. If you haven't filed, then by all means, use the new info:

 

source: https://www.dafgiving360.org/contact-us 

 

DAFgiving360​

mailing address:
P.O. Box 2430 
Omaha, NE 68103

 

Headquarters address:
211 Main Street​
San Francisco, CA 94105

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