You give to charity. But are you receiving all the tax benefits? A Vanguard Charitable donor-advised fund (DAF) is a charitable giving tool that maximizes both your giving potential and your tax-effectiveness.
Footnotes
1 Additional investment growth calculated from the accumulated returns for all Vanguard Charitable investment pools from Dec. 31, 1997, through Dec. 31, 2020.
2 Assets must be held for longer than one year. The recipient of a gift (e.g., the charity) recognizes any built-in gains when it sells the asset. Being tax-exempt, the charity generally does not experience any negative income-tax consequences.
3 This number represents Vanguard Charitable’s investment fee average compared to the industry average fee, which is calculated based on the average expense ratios charged by other donor-advised fund sponsors, according to the most recent publicly available fee schedules.
4 Eligibility for Premier benefits is subject to Vanguard Charitable approval, which is based on account balance, activity, and patterns.

Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.