Open a new philanthropic account with at least $25,000 in assets.

Contribute at least $5,000 in assets to an existing philanthropic account.

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, a field-of-interest fund that supports long-term recovery efforts in areas affected by major disasters.

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.

Authorize Vanguard Charitable to deposit shares of certificates received by Vanguard Charitable that are either unsigned or incorrectly endorsed.

Provide cost basis information to Vanguard for specific lot identification.

Provide your broker or firm with these instructions to authorize the electronic transfer of your securities and finalize your contribution to Vanguard Charitable.

Craft or change a flexible plan for your account when all current account advisors are unable or unwilling to manage account processes.

Recommend a new or updated Endowed Grant Plan as part of the succession plan for your philanthropic account.

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.

Recommend a grant to charity from your philanthropic account.

Use an "Intent to recommend" card to indicate your intention to recommend a grant to a charity with your philanthropic account.

Change the name of your philanthropic account or account advisors.

Authorize a family member, successor-advisor, professional advisor (such as an attorney, financial advisor, or accountant), or other interested party to have access to your philanthropic account.

Terminate a private foundation and transfer assets into a philanthropic account.

Determine the date of contribution and valuation for your charitable gift.