Download forms
Contribute to your account
Open a philanthropic account
Open a new philanthropic account with at least $25,000 in assets.
Make a contribution
Contribute at least $5,000 in assets to an existing philanthropic account.
Letter of authorization
Authorize a firm to transfer your assets to Vanguard Charitable.
A separate Letter of authorization is required for each unique asset type, account registration, and firm.
Contribute to the Sustainable Disaster-Recovery Fund
Contribute to the Sustainable Disaster-Recovery Fund,
a field-of-interest fund that supports long-term recovery efforts in areas affected by major disasters.
Corporate/organization standing certification
Authorize specific individuals to act on your organization's behalf, and to certify donations of assets owned by a corporation,
LLP, LLC, private foundation, or other non-individual legal entity.
Irrevocable stock or bond power
Authorize Vanguard Charitable to deposit shares of certificates received by
Vanguard Charitable that are either unsigned or incorrectly endorsed.
Letter of instruction
Provide cost basis information to Vanguard for specific lot identification.
Legacy options
Establish a succession plan
Craft or change a flexible plan for your account when all current account advisors are unable or unwilling to manage account processes.
Recommend an Endowed Grant Plan
Recommend a new or updated Endowed Grant Plan as part of the succession plan for your philanthropic account.
Intent to give: Letter to an executor to name Vanguard Charitable as beneficiary
Use this form to notify the executor of your will or a designated attorney of your intention to gift a portion of your estate’s assets into a philanthropic account. For more information on planned and deferred giving and to submit the form online, please visit our planned and deferred giving page. The paper form may be download below.
Account changes
Account information update
Change the name of your philanthropic account or account advisors.
Are you ready to transform your giving?
You have goals. We have a tax-effective and convenient way to consolidate, accrue, and grant assets to charity.
Let Vanguard Charitable support you in making a difference.
Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
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.