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Year-end giving guidelines posted

Year-end giving guidelines posted

Oct 15, 2019

By far, the most popular time to make a charitable donation is November and December. It's so popular that year-end giving is often called the Giving Season. Click here for a quick reference guide to ensure you don't miss one charitable moment.

Published Date

Tue, 10/15/2019 - 12:00

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Opening a charitable giving account takes about 15 minutes.

Thank you for choosing Vanguard Charitable. To open an account, you'll need to have a few informational items nearby for the application process. Grab a pen, something to write on, and then click through the arrows below to get a quick overview of what's to come.

After scrolling through the slider, click the open an account button. The first step is to consent to terms and electronic delivery agreement. This step confirms you understand that all contributed assets are property of Vanguard Charitable, a 501(c)(3) nonprofit organization independent of Vanguard. Once the account is opened, it can only be accessed through this website or by a Vanguard Charitable representative.

When you reach the end of the open an account process, be sure to review your information, sign electronically, and print a copy for your records.

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You can choose from low-cost, high-quality investments, backed by Vanguard, that help grow contributions tax free:

Portfolio Solutions: Straightforward, pre-allocated investments with professional rebalancing.
Portfolio Builders: Funds across risk and asset classes to create custom investments.
Values-driven Investments: Socially responsible investment options.

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The minimum grant amount is $500. Grants, given anonymously or with name recognition, can be recommended to eligible 501(c)(3) nonprofits in good standing with the IRS. Whether you recommend one-time grants or set up recurring grants, we take care of the due diligence to ensure you get the tax-deduction.

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You will be asked to add account advisors and interested parties who can help you manage the account.

Now that you've completed the overview and grabbed the items you need, click the Open an Account button and get ready to experience the value in giving with the most convenient, cost effective, and impactful donor-advised fund.

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Interested in opening an account, discussing a contribution or learning more about Vanguard Charitable? Use the form below, click Submit, and we’ll be in touch soon. Don’t forget to visit our FAQs for quick answers to frequently asked questions.

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Although a donor-advised fund is ineligible to receive contributions from IRA's tax-free, you may wish to consider a contribution to the Sustainable Disaster-Relief Fund (SDRF). The SDRF is a field-of-interest fund, which is often able to accept direct distributions tax-free from an IRA. Individuals should consult a tax advisor before contributing.

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