I'm not eligible to initiate a contribution on vanguard.com. What are my options? | Vanguard Charitable

I'm not eligible to initiate a contribution on vanguard.com. What are my options?

You have two options to contribute assets held at Vanguard without using vanguard.com. 

 

If you're not eligible to initiate a contribution on vanguard.com, you can make a contribution two ways:    

  1. Paper form: Download the Make a Contribution form from our site here: Forms.
  2. Online: Log in to your account and go to Make a Contribution and follow these instructions: How to contribute to your account.   

 

You may be asked to authenticate your contribution using one of the following processes, especially if your contribution exceeds $2 million:   

  1. Signature guarantee on a Letter of Authorization 
    A signature guarantee is a promise by the transferring financial institution that the signature is genuine and the financial institution accepts liability for any forgery. It can be obtained at many banks and financial institutions. Once completed, all original forms with signature guarantees must be sent to Vanguard Charitable via overnight or registered mail to: Vanguard Charitable, 2670 Warwick Avenue, Warwick, RI 02889-9509  
  2. Medallion signature guarantee on a Letter of Authorization 
    A medallion signature guarantee is a promise from a bank or financial institution that the signature is genuine, the individual has the funds available, and the financial institution accepts liability for any forgery. A medallion normally has a dollar limit. You can obtain a medallion signature guarantee from many banks or brokerage firms; however not all states provide them. To determine if your area provides medallions, visit the Securities Transfer Association, Inc. website. Original forms with completed medallion signature guarantees must be sent to Vanguard Charitable via overnight or registered mail to: Vanguard Charitable, 2670 Warwick Avenue, Warwick, RI 02889-9509.  
  3. Vanguard Voice Verification TM (VVV) 
    Contact us to let us know your intention to use VVV and provide the name of your Vanguard representative, if known. All registered owners of the asset must be enrolled in VVV prior to the contribution. Registration is conducted with your Vanguard representative and must be completed at least 7 days prior to use. Once you have submitted your contribution information to Vanguard Charitable, your Vanguard representative will contact you to initiate and complete the VVV process. Please make sure all owners of the asset are available for the call. Authentication must be completed on the day of asset transfer. If you have any questions about VVV, please contact your Vanguard representative directly. 

 

Learn how to contribute to your account.

Learn more about transferring assets.

Learn more about using Vanguard Voice Verification.

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