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

Forum|Forum|4 years ago
May 18, 2021
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jtax

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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blueberry_r

Running into this as well. It asked at the end when reviewing my entries, as part of Charitable Organization Worksheet. Based on this answer I'm going to enter Charles Schwab's address. Hope it's right!

jtax

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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