Re: What address do you put down for charitable trust maintained at schwab?

What address do you put down for charitable trust maintained at schwab?

posted

Where is TT asking for the address? For a donation to a to donor advised fund (DAF) held at Schwab Charitable? The address for Schwab Charitable is Schwab Charitable P.O. Box 628298 Orlando, FL 32862. It is toward the bottom of https://www.schwabcharitable.org/contact-us

A DAF is not a trust. If you do mean you have a charitable remainder/lead trust (or similar) that Schwab is the corporate trustee, that is another question. If so ask again in more detail.

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