There are many factors to consider in creating a holistic and thoughtful approach to estate planning. Charity and philanthropy shouldn’t be left by the wayside.
Discover how Vanguard Charitable is supporting estate planning and how your clients can take advantage of our offerings. We'll be sharing more at the Heckerling Institute Conference on January 12-16, 2026. We look forward to seeing you there.
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We want to be your partner in strategic, impactful estate planning so your clients get only the best. Fill out our contact form and potentially win a grant for a charity of your choice!
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Our DAF at a glance
Get an overview of how a Vanguard Charitable donor-advised fund can support your clients.
Download OverviewOur Investments
Download this full list of our curated selection of charitable investments.
Download Investments ListDAFs vs. private foundations
What's right for your clients? Quickly review the pros and cons of these popular giving vehicles.
Download ComparisonHow Vanguard Charitable strengthens estate planning
Reduce a client’s tax burden
A last will and testament can direct assets from a taxable estate into a donor-advised fund: a tax-free, philanthropic environment. Planned giving reduces the tax burden for heirs while establishing a philanthropic legacy.
Access the lowest all-in fee
Vanguard Charitable maintains the lowest all-in fee to maximize the charitable impact of our donors. Keep costs low for your clients so they see more of their contributions go to charity rather than administrative costs.
Simplify complex asset donations
With our services, managing complex asset donations for the sake of charity is much easier. Contributions can go directly to a Vanguard Charitable account, and we help every step of the way.
Adding a DAF to a private foundation
Private foundations can strengthen and streamline their giving with a donor-advised fund. Pair the ease and lower costs of a donor-advised fund with an already established private foundation to maximize the impact of strategic charitable giving.
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.