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Creating your family’s giving legacy

Focus your family's philanthropy

Creating your family’s giving legacy through high impact philanthropy

Watch a replay of the webinar by clicking the play button.

Follow along as Vanguard Charitable and Family Business Magazine discuss how to focus your family’s philanthropy with a long-term, strategic lens to ensure your charitable legacy endures for generations to come.

During this webinar, you’ll learn how to:

Increase your family’s charitable impact through unique giving strategies.
Identify highly tax-effective assets to support your charitable goals.
Create short- and long-terms goals to maximize your family’s philanthropic legacy.
Access resources and activities to engage the next generation in creating your family’s mission.

Speakers:

Jodi Rosen

Director of Business Development, Vanguard Charitable

Julien Franklin

Philanthropic Development Consultant, Vanguard Charitable

Host:

David Shaw

Publishing Director, Family Business Magazine

How can a donor-advised fund help you build a legacy?

Learn more

How can a donor-advised fund help you build a legacy?

Learn more

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

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Open a philanthropic account

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.

Before you start, scroll through the slider to get familiar with:

Accounts
Investments
Grants
Account Management

Accounts

To open an account, you will need:

Your email address
Your social security number or personal identification number
An account name

For individuals associated with this account, you will need:

Names
Contact information
Birth dates

Investments

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.

Grants

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.

Account Management

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.

Send us a message

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.

Note: * means field is required

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Estimated Initial Contribution*

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Do you have questions or need additional information? Please complete the form and someone will be in touch as soon as possible. Would you like to learn more about our donor-advised fund, go here.

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