Fidelity Charitable vs SRT CLT

The free Fidelity Charitable ® app lets you: --Open a Giving Account --Recommend grants --Monitor the status of grants and contributions --See future one-time and recurring grant recommendations Easy ways recommend a grant; --From a list of previously supported organizations --By looking up a new organization --Set up future, one-time, or recurring grant recommendations Other convenient features: --View your current Giving Account investment selections. --Change Giving Account name --NPO Successor Nomination To learn more about Fidelity Charitable, go to FidelityCharitable.org. Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable logo is a service mark, and Fidelity Charitable and Fidelity are registered service marks, of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Fidelity Charitable Privacy Policy: https://www.fidelitycharitable.org/legal/privacy-policy.html

Explore the new app for plan participants from Schwab Retirement Technologies® (Schwab RT). For information about licensing this app, please contact schwabrt@schwab.com. FEATURES FOR PLAN ADMINISTRATORS • Brand your licensed app with your own icon, logo, and colors • Provide plan-specific branding after participants log in FEATURES FOR PLAN PARTICIPANTS • Use biometrics to log in conveniently and securely • Check balances, portfolio performance, and recent transactions • View and update investment elections • Snap photos of documents and upload them securely to the plan administrator • Get a retirement income forecast • View educational videos about saving and investing principles • Research investment performance • Manage beneficiaries and other profile information DISCLOSURE vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you. The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators. ©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)