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.
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.
Change the name of your philanthropic account or account advisors.
Maintenance fee may be applied
Accounts having a balance below $15,000 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.