Charles Schwab Matching Gift Program
Charles Schwab matches employee donations at 1:1 based on available guidelines.
Yes. Charles Schwab matches eligible employee donations at 1:1. The listed minimum gift is $10. The maximum match is $1,000. Requests are due within 90 days of gift date; December 1 annual cutoff.
Donated recently? Open the matching-gift instructions and submit the request while the receipt is handy.
Go to Charles Schwab's matching portalschwabgives.benevity.org
Employees should submit the matching gift request through the employer's giving portal or matching process.
Quick Facts
These are the available rules for gifts that may qualify for matching.
Employee Eligibility Requirements
The following employee types may be eligible for matching.
Matching Gift Program Details
Charles Schwab matches employee donations under the guidelines below:
- Educational institutions (K-12 included)
- Health and human services
- Arts and cultural organizations
- Civic and community organizations
- Environmental organizations
- And most other 501(c)(3) organizations
Nonprofit eligibility: Most U.S. 501(c)(3) public charities in education, health and human services, arts/culture, civic/community, environmental, and similar categories; DTD-hosted Schwab guideline excludes organizations religious, political, or athletic in nature.
Faith-based eligibility: Excluded.
Charles Schwab Matching Gift Submission Process
Submission mode: Employee Required. Employees should submit the matching gift request through the employer's giving portal or matching process.
- Find your donation receipt.
- Open Charles Schwab's matching-gift portal or employee giving process.
- Search for the nonprofit you donated to.
- Enter the donation amount and donation date.
- Upload or reference your receipt if requested.
- Submit while the gift is still eligible: within 90 days of gift date; December 1 annual cutoff.
Submit through the matching portal at schwabgives.benevity.org.
Frequently Asked Questions
Does Charles Schwab match employee donations?
Yes. Charles Schwab has a listed matching gift program for eligible employee donations.
What is Charles Schwab's matching gift ratio?
Charles Schwab's listed matching gift ratio is 1:1.
What is Charles Schwab's matching gift maximum?
Charles Schwab's listed maximum match is $1,000.
What is Charles Schwab's matching gift deadline?
Requests are due within 90 days of gift date; December 1 annual cutoff.
Are part-time Charles Schwab employees eligible?
Yes. Part-time employees are listed as eligible.
Does Charles Schwab offer volunteer grants?
Yes. Volunteer grants are listed as available.
Does Charles Schwab match donations to religious organizations?
DTD-hosted Schwab guideline says eligible organizations must be U.S./possessions 501(c)(3) public charities and may not be religious, political, or athletic in nature; treat faith-based eligibility as excluded unless later current evidence shows a narrower exception. Supporting.
Program details may change, so employees should confirm current requirements inside the employer giving portal or with their HR, benefits, or social impact team.
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