Charles Schwab Bank is a company that provides commercial bank, investment management, fiduciary trustee, administrative support, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Charles Schwab Bank clients are civic and social organizations and outpatient health care practitioners and facilities with revenues ranging from $21 million to $138 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Heritage Foundation | 501(c)(3) | Washington, DC | ||
| 2 | The American Legion | 501(c)(19) | Indianapolis, IN | ||
| 3 | Associated Builders and Contractors (ABC) | 501(c)(6) | Washington, DC | ||
| 4 | Los Angeles Jewish Home for the Aging | 501(c)(3) | Reseda, CA | ||
| 5 | Jewish Family and Children's Services (JFCS) | 501(c)(3) | San Francisco, CA | ||
| 6 | Deaconess Abundant Life Communities | 501(c)(3) | Concord, MA | ||
| 7 | Central Baptist Village (CBV) | 501(c)(3) | Norridge, IL | ||
| 8 | Virginia Garcia Memorial Health Center (VGMHC) | 501(c)(3) | Aloha, OR | ||
| 9 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| 10 | Bellwether Housing | 501(c)(3) | Seattle, WA | ||
| ... | and 52 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Charles Schwab Bank in the nonprofit sector include Ubs Financial Services, Inc., Oneamerica Retirement Services LLC, Paychex, Inc., Transamerica Retirement Solutions, JP Morgan Chase, Minnesota Life Insurance Company, Adp, Healthcare Community Securities Cor, Voya Retirement Insurance and Annuity Co., and Benefit Plans Admin Services, Inc..
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