Your giving personality
As a Humble Humanitarian, you are a local leader who cares deeply about your community. You wake up every day determined to do your part to leave the world a better place than you found it. You are loyal, practical, and a steady partner to your supported nonprofits when it comes to your charitable giving. You may even have a long-standing relationship with a local nonprofit that has spanned years or even decades.
You are more than just results-oriented. You are results-driven. You want to understand what a nonprofit’s impact has been in no uncertain terms. You want to know what each dollar you donate will be creating.
An organization’s hard-earned reputation is what drives you to continue to support them, year in and year out. And you don’t need glossy brochures or websites to tell you what impact looks like: Above all else, value changes in your local community that you can see with your very own eyes.
You take pride in giving back and recognize that your ability to use your resources to make an immediate impact is your superpower. You may even be recognized as someone who motivates and inspires others to give.
When it comes to managing your charitable dollars, taxes and fees matter. The less you spend on fees, the more you free up to support the causes you care about. And the more you optimize your tax savings, the more post-tax dollars you can reinvest in your community. It’s not rocket science. It’s just common sense.
How can a donor-advised fund (DAF) at Vanguard Charitable support your giving?
When it’s time to give to charity, many people write a check or give cash out of habit. But giving with a check or cash misses out on other potential tax benefits. A DAF is a charitable giving account designed exclusively to invest, grow, and give assets to charities for meaningful and lasting impact. We accept a range of tax-advantageous assets and can help you turn those contributions into charitable dollars. Amplify your charitable giving and incorporate it into your broader tax strategy.
Invest those charitable assets in a broad range of high-quality, low-cost investment options, powered by Vanguard mutual funds and exchange-traded funds (ETFs) that encompass strategic, long-term thinking.
We are as concerned as you are about the impact fees can have on your charitable impact. Our average investment fee is 0.064%—that’s 88% lower than the industry average.1 It’s one of the reasons we have the lowest all-in fee among DAF sponsors.
When it comes to granting money to charity, we’ll take care of the administrative side. We work with you and perform comprehensive due diligence to support the charitable projects most important to you while satisfying IRS requirements for granting. We also support your giving with various resources and partner with a trusted name in philanthropy, such as Candid and Charity Navigator, to help you make decisions informed and impactful decisions.
Resources to help you:
Charitable tax center
Are you interested in learning how giving through a DAF helps with tax planning? Our Charitable Tax Center is a knowledge hub for charitably focused, tax-related information. Learn more about what and when to give and find answers to common questions.
Cost Calculator
Wondering how much you will pay in fees? Try our cost calculator. Estimate your expected all-in fee for the assets you wish to donate.
NAVi
Easily find and support charities working on the front lines of COVID-19’s health and economic crises with NAVi™. This groundbreaking new tool provides a wealth of data on an interactive platform, making it easy to find charities solving the problems you care about most. NAVi now also features internationally focused organizations that are supporting COVID-19 relief and recovery.
Discover Charities
Discover and evaluate nonprofits working on disaster relief, social justice, and other cause areas. These charities, identified by our trusted partners, have strong reputations and have proven to be popular among our donors.
Where do donors like you give?2
Health
Health nonprofits include a broad range of organizations concerned with the body or mind. Hospitals, substance abuse and additional treatment programs, diseases and disease research, medical disciplines and specialty research, and mental health and crisis services all fall into this category.
Arts, culture and the humanities
Arts, culture, and humanities organizations bring the performing arts to the public; preserve and commemorate the events, places, and cultures that created and continue to shape the nation; and promote the distribution of ideas. They range from internationally renowned art museums to small historical societies, major theatrical venues to charities that bring the arts into schools to promote scholastic achievement, and major broadcasting services to local-access radio and TV.
Meet the other personas
The Transformational Trailblazer
Transformational Trailblazers are passionate about finding innovative nonprofits and niche projects that make a meaningful and lasting impact.
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The Transformational Trailblazer
Their giving is motivated by deeply held beliefs on issues like social justice, equity, global development, and empowerment.
Transformational Trailblazers are often first to raise their hands to volunteer their time and expertise to causes.
The Empathetic Explorer
Empathetic Explorers have a global outlook that focuses on broad-scale, systemic changes, requiring broad-scale, systemic investment.
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The Empathetic Explorer
They care about the big picture and want their legacy to be one of catalytic change.
For them, charitable dollars aren’t just gifts but investments – and they expect a real, tangible return on those investments.
The Living Legacy
For a Living Legacy, involving their family is a key component of their overall philanthropic approach. This makes a Living Legacy feel closer to them, strengthening bonds between family members and across generations.
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The Living Legacy
Creating the next generation of givers.
They conduct a significant amount of research into the organizations they support.
Seeing concrete results that a Living Legacy helped bring about makes them feel immense pride and hope for the future.
Footnotes
1 This number represents Vanguard Charitable’s investment fee average compared to the industry average fee, which is calculated based on the average expense ratios charged by other donor-advised fund sponsors, according to the most recent publicly available fee schedules.
2 Nonprofit organization category definitions were taken from Candid’s directory of charities.
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.