More than 70% of high net worth donors indicated that discussing charitable giving with their advisors is important to them. Talking to your clients about their philanthropy is an excellent way to get to know them better and deepen your relationship.
View our Advisor Dashboard
Take a look at our advisor dashboard and see the benefits of partnering with Vanguard Charitable. We have the expertise and resources to help you support your clients and make managing their charitable giving simple and convenient. Whether you’re just starting to talk about charitable giving or you’re looking for a smarter way to give, we can help!
Click the play button to see a preview of our Advisor Dashboard.
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.
Hedge fund interest
LLC or LP interest
Private equity
Non-publicly traded stock
Insurance Policy
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 $14M | 0.30% | 0.13% |
| Next $15M | - | 0.10% |
| 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.
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
Straightforward, pre-allocated investments with professional rebalancing.
Portfolio Builders
Individual funds across risk and asset classes to create a custom investment.
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.
