Loretta Doon

Schwab Charitable™ is an independent 501(c)(3) public charity established in 1999 to help donors maximize the impact of their charitable giving with a tax-smart donor-advised fund account. Since inception, our donors have granted over $10 billion* to charity. A Schwab Charitable donor-advised fund account enables donors to contribute cash or appreciated assets to a charitable account to help realize the greatest possible tax benefits—and then support their favorite charities over time. We serve a wide range of charitable donors with accounts ranging in size from $5,000 to more than $500 million. With Schwab Charitable, donors are empowered to incorporate charitable planning into their everyday lives, giving them the potential to make a bigger difference in the world.

California Society of Certified Public Accountants (CalCPA) efforts cause CalCPA members to be viewed as leaders in professional competency and integrity by clients, employers, the public and government officials.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.