Through Charles Schwab Foundation and our corporate giving and educational programs, we help people from all walks of life master the basics of money management.
For teens
Our Money Matters: Make It CountSM program is available through Boys & Girls Clubs of America. Since the program was launched nine years ago, more than 400,000 teens have completed the program. Schwab has awarded $435,000 in scholarships to 207 exceptional teens who after completing the program demonstrated exceptional financial behavior.
Through fun, interactive activities on topics like using a checking account, learning how to budget, managing debt and saving for college, Club members gain basic money management skills and learn practical ways to save, spend and invest their money.
For people over 50
Charles Schwab Foundation partners with AARP Foundation to offer Finances 50+SM, a financial education and mentoring program for people 50 and older. Interactive classroom sessions cover budgeting, managing credit and debt, and protecting assets. Free in-person small group workshops and one-on-one follow-up consultations with Money Mentors are offered in selected cities, and materials are available to anyone online free of charge.
The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.
The Charles Schwab Foundation and the Charles Schwab Corporation and affiliates are unaffiliated with AARP Foundation.
For families
Through our Schwab MoneyWise® website and workshops, we offer practical guidance and tools to help people make the most of their money.
We also promote financial capability through “Ask Carrie,” a weekly personal finance column written by Carrie Schwab-Pomerantz. The column is available on Schwab websites and is syndicated nationally through Creators News Service.
"Our goal is to improve everyone’s financial health and well-being through a combination of community outreach, education and advocacy."
— Carrie Schwab-Pomerantz, President, Charles Schwab Foundation and Senior Vice President, Charles Schwab & Co., Inc.
Research
Schwab also conducts annual research to spotlight family finance issues:
- 2012 Older Workers & Money Survey: Surprising findings about job sentiment among Americans in their 50s and 60s.
- 2011 Teens & Money Survey: A look at 16- to 18-year-olds and their attitudes, behaviors and expectations about money.
- 2010 Families & Money Survey: Parents talk about helping their young adult children become financially healthy.
- 2009 Young Adults & Money Survey: 23- to 28-year olds reveal their beliefs and behaviors about managing money.
