Professional Advisors

Professional advisors across the country are using the charitable conversation to engage clients and optimize portfolios. While the tax benefits are appealing, DAFs also help clients navigate financial windfalls, capital gains, and year-end taxes. DAFs provide long-term benefits and engage generations of families in charitable giving.

Professional Advisors

Professional advisors across the country are using the charitable conversation to engage clients and optimize portfolios. While the tax benefits are appealing, DAFs also help clients navigate financial windfalls, capital gains, and year-end taxes. DAFs provide long-term benefits and engage generations of families in charitable giving.

Professional Advisors

Professional advisors across the country are using the charitable conversation to engage clients and optimize portfolios. While the tax benefits are appealing, DAFs also help clients navigate financial windfalls, capital gains, and year-end taxes. DAFs provide long-term benefits and engage generations of families in charitable giving.

Complex Assets

Donating complex assets can be an important part of a tax strategy for your clients. Appreciated assets, such as private equity, hedge fund interest, insurance policies, and more, can also make a significant charitable impact. We have the skills and resources to turn your clients' complex assets into immediate tax deductions.

Asset Types

In addition to the asset types featured, we also consider non-financial assets, such as real estate or fine art. All complex assets require review. Interested in contributing something else? Contact us.

All-in Fee

We believe in low-cost, high-impact charitable giving and our cost structure backs that belief. Our investment fee combined with our administrative fee creates an industry-low all-in fee.

Administrative Fee

Administrative fee schedule Standard Account Select Account
First $500K 0.60% 0.60%
Next $500K 0.30% 0.30%
Next $29M 0.30% 0.13%
Next $70M - 0.05%
Additional assets over $100M - Contact us

 

Why do we charge an administration fee?
Giving to one charity might be simple, but giving to many charities, planning giving goals, and setting up long-term succession plans is a different kind of giving. Using a donor-advised fund saves you time and helps with the administrative tasks needed to support the charities you believe in.

 

The fee enables us to provide you with access to our knowledgeable staff, in-depth due diligence, advanced research tools, such as the GuideStar Nonprofit Directory, and supports an online 24/7 account portal for all account management activities. It also covers general operating costs, such as legal, accounting, processing and staff.

 

Select account status is subject to Vanguard Charitable's approval and is based on account balance, activity, and patterns. Most accounts with balances of more than $1 million for at least three months are approved for Select status. Account status is reviewed and approved on a quarterly basis.

Wondering how our low all-in fee effects an account or the costs associated with a DAF? Our cost calculator can help. Try it out for yourself.

Our Investments

We offer a selection of Vanguard investments. You can work with your clients to select investments to help grow their charitable dollars. The more the investments grow, the more charitable dollars your clients have to grant to charities. More growth means more charitable impact over time.

Portfolio Solutions

Portfolio Solutions

Straightforward, pre-allocated investments with professional rebalancing. 

Portfolio Builders

Portfolio Builders

Individual funds across risk and asset classes to create a custom investment.

Value-driven Investments

Value-driven Investments

Integrating environmental, social and governance criteria into underlying analysis.

Philanthropic Partner

Strategic charitable planning is now an expected part of wealth management. And we can help. As your partner in philanthropy, we are ready to offer support for you and your clients. Have questions about donor-advised funds, types of assets for donation or how to start a charitable conversation? We are here to help.

Valuable Services

We simplify charitable giving to help your clients make a charitable impact. We process contributions, send grants, and advise on legacy plans. We want to make finding a charity, performing due diligence, and receiving a tax deduction easy.

Premier Services

If your clients qualify for Premier status, we offer even lower fees, reduced investment pricing, and expanded contribution and granting benefits, along with philanthropic guidance. Learn more about how your clients can qualify for Premier status.

 

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Maintenance fee may be applied

Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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