How do I link my Vanguard and Vanguard Charitable accounts? | Vanguard Charitable

How do I link my Vanguard and Vanguard Charitable accounts?

Linking your account is a one-time process. Follow these instructions to link your accounts. 

 

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. 

 

Follow these instructions to link your accounts: 

  1. Log in to Vanguard Charitable.
  2. On the My Profile page, in the Web Access Information section, under Access Key, click Generate.
    • This one-time access key expires after 4 hours and is case-sensitive. Copy and paste your access key to avoid errors.
  3. Click on the access key to copy it to your computer's clipboard, then click this link: Vanguard Philanthropic Center where you can log into your Vanguard account.
  4. Click on Documents then Tax Forms & Information.
  5. Locate Additional Resources and click on the Vanguard Philanthropic Center.
  6. Select Make a Donation and enter your Vanguard Charitable user ID and access key to link your accounts. 

 

Once linked, you can make a contribution by completing the steps until you submit. 

A few notes: 

  • When contributing from a joint account, the joint owner is required to provide authorization to contribute from this account from their Vanguard secure message center.
  • This authorization lasts five years. Account Advisors and Interested Parties can also link their Vanguard and Vanguard Charitable accounts to contribute online through vanguard.com. 

 

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

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

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