| Vanguard Charitable

Assets held at Vanguard or Vanguard Brokerage Services

Contributing assets held at Vanguard directly to a Vanguard Charitable donor-advised fund (DAF) philanthropic account is easy. Once your accounts are linked, you can make contributions directly through vanguard.com. Learn how to link your accounts. 

 

Assets held outside Vanguard or Vanguard Brokerage Services 

  • Receiving firm: Vanguard Brokerage Services 
  • Vanguard Charitable brokerage account number: 76580331 
  • DTC clearing number: 0062 
  • Further credit to: [Your Vanguard Charitable account number and name] 
  • Please ensure you have relayed your preferred cost basis when providing delivery instructions. 

If you are contributing a mutual fund held outside Vanguard or Vanguard Brokerage Services, and the holding firm cannot initiate the transfer, send a completed Letter of Authorization form with a Medallion signature guarantee and an official account statement less than 90 days old from your current institution. 

 

Cash Gift 

Contribution by Check 

Submit your contribution form. 

  • If submitting your contribution form through your secure online account, enclose the deposit slip provided upon completion with your check. 
  • If submitting a paper Make a Contribution form, enclose this form with your check.  

Please make your check out to Vanguard Charitable Endowment Program.  

Use the applicable mailing address below:

 

By U.S. mail:

Vanguard Charitable
P.O. BOX 9509 
Warwick, RI 02889-9509

By registered, certified, or overnight mail:

Vanguard Charitable 
2670 Warwick Avenue 
Warwick, RI 02889-9509

 

Contribution by wire or ACH

Contribution by wire or ACH, provide your bank with wiring instructions. 

  • Wire to: FRB ABA 011001234 - BNY, 225 Liberty St., New York, NY 10286 
  • For credit to: Account 0724947 - Vanguard Charitable Endowment Program 
  • Make payable to Vanguard Charitable Endowment Program. 

Please add your Vanguard Charitable account number and name to the "memo," "notes," or "additional information" field if available. 

 

Physical Stock Certificate 

Send a completed Letter of authorization form with a Medallion signature guarantee, and properly endorse the certificate. 

  • Write “Vanguard Brokerage Services” between the words “appoint” and “attorney” on the back of each certificate. 
  • Fill in the current date and sign your name exactly as it appears on the front of the certificate. All registered owners must sign in the presence of an authorizing officer. 
  • Obtain a Medallion signature guarantee. 

Our organization’s history

 

Travel through time and learn about how Vanguard Charitable became a philanthropic leader.

To achieve our mission, we offer the highest-value donor-advised fund (DAF). We specialize in supporting donors who are committed to thoughtful philanthropy with an eye toward making the greatest charitable impact possible. 

 

“Knowing that I’m not going to need everything that I have, the next step is to do something for others.” – A Vanguard Charitable donor since 1999

Connect with us and enter a raffle for your favorite charity!

We want to be your partner in strategic, impactful estate planning so your clients get only the best. Fill out our contact form and potentially win a grant for a charity of your choice!

 

Charitable giving is a crucial piece to any holistic and thoughtful approach to tax planning or wealth transfer strategy. If you haven’t yet considered the benefits of a giving vehicle that maximizes the tax benefits of giving, it’s time to discover more about donor-advised funds. 

 

Discover how Vanguard Charitable is supporting estate planning and how your clients can take advantage of our offerings. 

 

We’ll be sharing more at the Hawaii Tax Institute Conference on November 2-6, 2025. We look forward to meeting you there.

Review charitable causes you care about 

 

In autumn, many people slow down from the busy excitement of summer, reconnect with loved ones, and take stock of what really matters. If this is the case for you, then this is also the perfect time to ask yourself, “What’s my why?” when it comes to your charitable giving. 

 

How do you want to make an impact with your charitable giving? What charitable causes are you interested in? What charitable causes have you already given to? What charitable causes do you care about that haven’t yet received your support? As you craft your plan in the fall, there’s still time to support your favorite organizations before the new year. 

 

You can also take time to consider new opportunities and causes to support. Perhaps as you gather with family or friends, they’ll introduce you to a new challenge that you’d like to help solve with your financial support. As you consider your full philanthropic plan, you can discover charities you want to give to this year or even beyond. 

 

Autumn may also be your calm before the whirlwind that is the holiday season. If you’re sitting down to plan gifts for people before the new year but coming up short on what to give someone, giving to a charity in their honor could be the ideal present. If you grant with Vanguard Charitable, we make it easy to recommend a grant in honor of someone else. 

 

Look back on the events of the past year 

 

Perhaps you had a giving plan at the beginning of the year. However, throughout the year, unexpected events can occur that may influence how you approach your giving. 

 

If a primary goal of your charitable planning is to make the greatest impact and provide support where it’s needed most, then reviewing the events of the past year in the fall can ensure you are a responsive giver that makes informed decisions about your philanthropy. 

 

For example, natural disasters cause billions of dollars in damage and leave those affected in need of support long after the media has moved on to another headline. In addition to natural disasters, other events in the year such as disruptions in the market, elections, humanitarian crises, and other major incidents can create competitions for funds. Keeping an eye on the bigger picture when planning means that your charitable giving goes where and when it is needed most. 

 

As we approach the end of the year, you may discover that you can make a larger impact by adjusting the plan you’d originally set earlier in the year. As our latest report, Why Giving Matters: Responsive giving at donor-advised funds spurs greater total giving, shows, a Vanguard Charitable donor-advised fund (DAF) enables you to give responsively without disrupting your typical giving. 

 

Conclusion: Now’s the time for charitable planning 

 

While you don’t need the perfect charitable wealth plan on January 1st, don’t wait until the last month of the year to craft your year’s charitable giving strategy. Now that’s it fall, make the most of gathering with your loved ones. Sip on your favorite autumnal drink and get to work on a holistic giving plan to carry you through the rest of the year and possibly beyond. 

 

Are you ready to meet your philanthropic goals with Vanguard Charitable? Get started today!

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Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

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