More than 70% of high net worth donors indicated that discussing charitable giving with their advisors is important to them. Talking to your clients about their philanthropy is an excellent way to get to know them better and deepen your relationship.

View our Advisor dashboard

View our Advisor Dashboard

Take a look at our advisor dashboard and see the benefits of partnering with Vanguard Charitable. We have the expertise and resources to help you support your clients and make managing their charitable giving simple and convenient. Whether you’re just starting to talk about charitable giving or you’re looking for a smarter way to give, we can help!


Click the play button to see a preview of our Advisor Dashboard.

Complex Assets

Donating complex assets can be an important part of a tax strategy for your clients. Appreciated assets, such as private equity, hedge fund interest, insurance policies, and more, can also make a significant charitable impact. We have the skills and resources to turn your clients' complex assets into immediate tax deductions.

Asset Types

In addition to the asset types featured, we also consider non-financial assets, such as real estate or fine art. All complex assets require review. Interested in contributing something else? Contact us.

  • Hedge fund interest


  • LLC or LP interest


  • Private equity


  • Non-publicly traded stock


  • Insurance Policy


All-in Fee

We believe in low-cost, high-impact charitable giving and our cost structure backs that belief. Our investment fee combined with our administrative fee creates an industry-low all-in fee.

DAF administrative fee

Administrative fee schedule

Administrative Fees

First $500K0.60%
Next $500K0.30%
Next $4M0.12%*
Next $10M0.10%
Next $15M0.08%
Next $70M0.05%
Additional assets over $100MContact us
*Administrative fees are based on each account's balance. 

Why do we charge an administrative fee?
Giving to one charity might be simple, but giving to many charities, planning giving goals, and setting up long-term succession plans is a different kind of giving. Using a donor-advised fund saves you time and helps with the administrative tasks needed to support the charities you believe in.


The fee enables us to provide you with access to our knowledgeable staff, in-depth due diligence, advanced research tools, such as the Candid Nonprofit Directory, and supports an online 24/7 account portal for all account management activities. It also covers general operating costs, such as legal, accounting, processing and staff.


Account pricing status

Vanguard Charitable designates philanthropic accounts as eligible for either Standard or Premier pricing. Based on account balance and activity, pricing status dictates an account’s administrative fee schedule.


Standard account status applies to accounts with assets under $1 million or over $1 million (who have not been approved for Premier account status). These accounts will have a 0.60% administrative fee applied to those assets under $500K and a fee of 0.30% applied to those assets over $500K.


Premier account status is subject to Vanguard Charitable's approval and is based on account balance, activity, and patterns. Most accounts with balances of more than $1 million for at least three months are approved for Premier status. Account status is reviewed and approved on a quarterly basis.

Wondering how our low all-in fee effects an account or the costs associated with a DAF? Our cost calculator can help. Try it out for yourself.

Philanthropic Partner

Strategic charitable planning is now an expected part of wealth management. And we can help. As your partner in philanthropy, we are ready to offer support for you and your clients. Have questions about donor-advised funds, types of assets for donation or how to start a charitable conversation? We are here to help.

Valuable Services

We simplify charitable giving to help your clients make a charitable impact. We process contributions, send grants, and advise on legacy plans. We want to make finding a charity, performing due diligence, and receiving a tax deduction easy.

Premier Services

If your clients qualify for Premier status, we offer even lower fees and expanded contribution and granting benefits, along with philanthropic guidance. Learn more about how your clients can qualify for Premier status.


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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.


You are eligible for special rates

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

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