Our investments selection is thoughtful, intentional, and specifically chosen to provide our donors with the best chance of success to support strategic philanthropy, both now and in the future. These decisions are based on Vanguard’s best-in-class investments. We have chosen to work with Vanguard because we strongly believe in their investment options. 

Our investment options perform above average in generating charitable returns. 100% of the rated funds were given a gold, silver, or bronze rating by Morningstar¹, with an impressive 72% rated gold2. 82% of the funds underlying VC investment pools have outperformed their Lipper peer averages over the past 5 years.¹  

Vanguard Charitable has worked with world class investment advisors to create a menu of options that provide our donors with the best chance for success, while maintaining our low-cost commitment. Plus, guidelines from independent charity regulators have identified a menu of investment options as a best practice among DAF providers. This encourages the prudent management of resources and can help keep investment costs low. 

We review our investments offering often to ensure it meets our donors’ needs. Your feedback is important, and we are always interested in learning how we can grow and provide more for our donors. Please let us know you if are looking for a certain type of investment and why it’s appealing to you. 

Explore our investment options.

¹Morningstar is a leading independent investment authority. It uses at least three key “pillars” or indicators (process, people, and parent) to rate every fund. Funds that Morningstar expects will outperform peer group averages are classified as either bronze, silver, or gold, depending on Morningstar’s confidence in its projections.

²All data as of June 30, 2020. Results will vary for other time periods. Only funds with a minimum five-year history were included in the comparison, and for this reason the funds underlying our Values-driven Investments are not reflected in the data. Past performance does not guarantee future returns. Lipper is a financial service firm and leading independent authority on investment performance.