How do I open an account? | Vanguard Charitable

How do I open an account?

Follow these instructions to open your Vanguard Charitable Account online.

 

Click the Open Account button in the upper right corner of the screen. 

 

Once you begin, if you need to go back to a previous screen, click on the prior step located on the left side of the page. Using the steps to navigate the process allows you to go back, review or edit the previous screens. 

 

Please note that you’ll be asked to designate a succession plan for your account. All Vanguard Charitable accounts are required to have a succession plan on file. 

 

Once the account is opened, you may fund the account immediately. The minimum amount to open an account is $25,000. If you do not fund your account within 90 days of opening your account, you’ll need to create an account again to open your DAF. 

 

Learn how to fund your account.

Learn about succession planning for your DAF account.

Explore our investment options.

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Maintenance fee may be applied

Accounts having a balance below $25,000 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.

Our representatives are happy to guide you through.

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