Providing personalized support for your unique circumstances, your dedicated team, which includes Chartered Advisor in Philanthropy(R) certified experts, brings the highest level of industry knowledge to address your specific needs.

What are Premier services?

Premier services were created for account holders who seek to create long-term impact with their accounts of $1 million or more. Other account activity and patterns are reviewed prior to approval. Please contact a member of our Premier services team to request a consultation.

Exclusive Premier account benefits

Your team is easily reached through a direct phone line and email address. Rest assured that this hand-selected, highly trained team is knowledgeable of the individual circumstances our high-net-worth donors face. Through this team, we offer personalized support that's unique to our Premier donors.

  • Lower fees

    Tiered fees based on account balance. The higher the balance, the lower the fees.

  • Low expense ratios

    Access to Vanguard's Institutional Plus share class pricing provides low expense ratios.

  • Enhanced contribution consultation

    A team to help with donating complex assets. Customized plans are available.

  • Multifaceted granting services

    International granting, grant agreements with reports, recoverable grants, and electronic grants transfer.

  • Partners in planning

    Thoughtful succession planning with access to our in-house experts, partners, and a dedicated team.

recoverable grant icon

NEW! Consider a recoverable grant! Recoverable grants give you yet another way to support the communities and causes you care about at the Premier account status. Recoverable grants provide grantees with the immediate, flexible, and high-impact funding they need, while offering the DAF account the ability to potentially recover the granted dollars for even more philanthropic activity. We recently launched a program in partnership with CapShift, an industry-leading provider of quality impact investing and recoverable grant solutions. Learn more here.


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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.


You are eligible for special rates

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

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