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 dedicated team is easily accessible through a direct phone line and email. This hand-selected, highly trained team understands the unique circumstances of you and our Premier donors, ensuring personalized support at every step.
When you give more to reach Premier status, not only do you access the next level of fees within our competitive tiered fee structure, but you also unlock these unique benefits.
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.
| 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. |
Footnotes
*Additional fees may apply.
We are ready to support your giving goals.
You have goals. We have a tax-effective and convenient way to consolidate, accrue, and grant assets to charity.
You can make 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.