How do I contribute to my account? | Vanguard Charitable

How do I contribute to my account?

To contribute to your Vanguard Charitable account, we require you to complete a Make a Contribution form, which you can do online or with a printed form. 

This helps Vanguard Charitable to: 

  • Match incoming assets with your account.
  • Verify that the assets delivered match your intentions.
  • Identify who should be substantiated for tax purposes.
  • Indicate how you want the funds invested in your account.
  • Provide consent to the unconditional and irrevocable nature of the gift as outlined in our Policies & Guidelines. 

 

The easiest and most secure way to contribute to your account is to do so online within your account. If you would like to donate assets held at Vanguard, click here. 

  1. Log in to your account.
  2. Begin by identifying the registration for your gift by selecting an option from the Select Account Type dropdown menu.
    • Where applicable, identify or provide the required information about the joint owner or type of account you will be contributing from. Once you have confirmed the nature of your relationship with this individual or organization, click Next to proceed.
  3. Next, scroll to the section that represents your contribution type and click Select.
  4. Enter the details of the contribution and click Save to Continue.
    • For gifts of securities, enter the Ticker Symbol and click Search to auto-populate the Security Name.
  5. Scroll to the bottom of the page and click Next.
  6. Select your investment allocation options, then scroll to the bottom of the page and click Next.
  7. Review that the details of your contribution are correct, then click Submit at the bottom of the page. 

 

Once you’ve completed these steps, you’ll need to initiate the transfer of the intended asset. Click here to learn more. 

 

Learn how to register your Vanguard Charitable account online. 

Download the paper form and paper instructions.

Learn how to make a contribution of assets held at Vanguard.

cancel

Maintenance fee may be applied

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

cancel

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.

No, take me back

×
Exit

Click OK to cancel your enrollment.

Click Cancel to continue opening your account.

Cancel