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My contribution from Vanguard is valued at over $10M. What are my options to authenticate the transaction?
If donating assets held at Vanguard valued over $10 million, you’ll need to follow these additional steps.
- After initiating your contribution, you will need to complete a signed Letter of authorization, which can be found here: Forms.
- The form requires further authentication such as Vanguard Voice verification (VVVV), Signature guarantee, or Medallion signature guarantee. Your contribution will not be processed until the form is received in good order.
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.