How do I donate assets held at Vanguard to my Vanguard Charitable account? | Vanguard Charitable

How do I donate assets held at Vanguard to my Vanguard Charitable account?

Once you’ve linked your Vanguard and Vanguard Charitable accounts, you can contribute assets held at Vanguard entirely online at vanguard.com

 

You are eligible to contribute online if: 

  • You are contributing from an individual, joint or trust account.
  • You are an owner or trustee on the Vanguard account.
  • All registered owners/trustees have online access to vanguard.com. 

 

When you’re ready to make a contribution of assets held at Vanguard, follow these steps: 

  1. Navigate to the Vanguard Philanthropic Center.
    • If the above hyperlink is unavailable, log in to your Vanguard account, navigate to Documents, Tax Forms & Information, and refer to the Additional Resources section.
  2. Select Make a Donation and select your Vanguard Charitable fund.
  3. Choose the Vanguard account from which to contribute.
    • If you are contributing for the first time from an account with a joint owner or secondary trustee, the additional party must accept the multiple owner authorization message via their Vanguard secure message center.
  4. Select the assets you would like to contribute, then click Next at the bottom of the page.
    • All contributions are required to be recorded in terms of share quantities, and any transfers involving mutual funds or securities must be processed individually.
    • Cost Basis: To edit your cost basis when entering your gift, click the pencil icon beside the Cost Basis indicator. If unavailable, contact Vanguard directly. Changes apply only to this gift and reset to your prior choice the next business day.
  5. Select your investment allocation, then click Next at the bottom of the page.
  6. Review the details and click Submit

 

Some helpful tips: 

  • For cost basis questions, contact Vanguard. You can update your cost basis method permanently online at vanguard.com or by phone.
  • If you have questions about the holdings in your Vanguard account, your Vanguard Representative can support you.
  • Contributions from Private Foundations or Corporations are not eligible for electronic authorization on vanguard.com but can still be entered on your Vanguard Charitable Donor Portal. 

 

Learn more about linking your Vanguard and Vanguard Charitable accounts. 

Learn how to register your Vanguard Charitable account online. 

Learn how to fund your account with assets held outside of Vanguard.

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