How do I open an account? | Vanguard Charitable

How do I open an account?

Opening your Vanguard Charitable account online can be done in as little as 15 minutes. Follow these instructions.

 

Click the Open Account button on the upper right corner of the screen. The open account page will slide open. You have two choices: Read through a brief overview of the process or click the Open an Account button to get started right away. 

 

Once you begin, opening an account takes about 15 minutes. If you need to go back to a previous screen, click on the prior step located on the left side of the page. Using the steps to navigate the process allows you to go back, review or edit the previous screens. 

 

Please note that you’ll be asked to designate a succession plan for your account. All Vanguard Charitable accounts are required to have a succession plan on file. 

 

Once the account is opened, you may fund the account immediately. The minimum amount to open an account is $25,000. If you do not fund your account within 90 days of opening your account, you’ll need to create an account again to open your DAF. 

 

Learn how to fund your account.

Learn about succession planning for your DAF account.

Explore our investment options.

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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.

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You are eligible for special rates

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

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