What are your minimums? Do I need to maintain a specific balance? | Vanguard Charitable

What are your minimums? Do I need to maintain a specific balance?

Our minimum contribution to establish an account is $25,000, and additional contributions have a minimum of $5,000. 

 

For accounts with less than a $25,000 balance, there is an annual maintenance fee of $250. Accounts are assessed in February on accounts that have been open for more than 6 months. 

 

Learn how to open a Vanguard Charitable donor-advised fund account. 

Learn how to fund your account. 

Read our Policies & Guidelines.

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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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