Schwab Step-by-step Guide

You may opt to sign up online or mail or fax the signed form.

A. FOR ONLINE APPLICATION

Minimum grant is $50.
You may skip pages 3,4,5,6, and 7 and leave blank because there is no need to name any Secondary Account Holder (unless you want to.) No need to choose any Succession Plan option or Legacy Charitable Beneficiary option at this time.
On Page 8, choose CORE ACCOUNT, then choose MONEY MARKET POOL – 100%.
On Page 9 under source of funds, choose SALARY/WAGES/SAVINGS.
Under CONTRIBUTIONS TO YOUR ACCOUNT, choose CASH CONTRIBUTION, then specify amount.

B. hard copy signed form:

Choose Core Account; print out the application form; fill out manually and enclose a Check as Cash contribution and send to the address given on page 12.
If you wish to transfer non-cash assets from another institution, you need to fill out the Transfer of Assets Form.
Administrative fee: 0.6% of asset or $100 whichever is greater per year. (Subject to change.)

Make sure to say you only have a DAF and would like to receive the acknowledgement of the contribution letter. Verify who you are and ask to have the letter e-mailed to you. Save the letter for tax purposes.
Ask to have your account to be web enabled. Make sure to ask for your full account number.
Inform operator/donor specialist that you are going to use NGOSource to grant ANARGYROI:FMS FOUNDATION, INC and connect you with a “Schwab charitable international granting” officer who will send you a separate email with required form to fill once you are ready to grant.