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 outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, hospitals, and child and youth services with revenues ranging from $21 million to $196 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 | New England Deaconess Association | 501(c)(3) | Concord, MA | ||
| 7 | Central Baptist Village (CBV) | 501(c)(3) | Norridge, IL | ||
| 8 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 9 | Virginia Garcia Memorial Health Center (VGMHC) | 501(c)(3) | Aloha, OR | ||
| 10 | Parsons Child and Family Center | 501(c)(3) | Albany, NY | ||
| ... | 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., Minnesota Life Insurance Company, Healthcare Community Securities Cor, Oneamerica Retirement Services LLC, Transamerica Retirement Solutions, State Street Global Advisors, Capital Research and Management Company, US Bank, Benefit Plans Admin Services, Inc., and Adp.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.