Updated to include the new fee schedule. I decided not to update the flowchart because, although Charityvest is no longer cheaper than Schwab, I still like it better because it has lower fees on the default investment funds.
Updated to include the new fee schedule. I decided not to update the flowchart because, although Charityvest is no longer cheaper than Schwab, I still like it better because it has lower fees on the default investment funds.