Easily locate your tax substantiation letter at any time within your online account. 

Once the tax substantiation letter is ready, follow these simple steps: 

1. Log in to your Vanguard Charitable account.
2. On the My Documents page, scroll down to Contribution confirmations & tax records where you’ll find your tax substantiation letters. 

You can view the details of transactions by logging in to your account.

1. Log in to your online account.
2. On the Documents & Statements page, select View Transaction Summary.
   • On this page, you can filter by a specific transaction category you want to view. Recent transactions, within the past 90 days, are listed on the account summary page.  

Learn how to check the status of a contribution.

Securities may take a full business week to settle and show up in an account, but you can check the status of your contribution in your online account. See: How do I check the status of my contribution?

Funds will appear in your account one business day after settlement (once the asset and required paperwork are received in good order by Vanguard Charitable). For more information about asset settlement times, see the chart, which details the standard timeline for liquidating stock and mutual fund shares. The schedule may vary depending on the circumstances of the donation, current market schedules, and the assets being donated, such as restricted stock, thinly traded securities, and special assets.

¹ If a stock is thinly traded, selling all contributed shares on the same day may not be feasible. Vanguard Charitable will use its discretion to sell thinly traded securities as quickly as possible without significantly impacting the market price of the security. Thinly traded securities must be preapproved by Vanguard Charitable before they are contributed. There is no definitive timeline for restricted stock, as processing depends on the cooperation of the transfer agent and company issuing the shares. Contact Vanguard Charitable with questions.

² Interest earned overnight in the money market account is used to offset Vanguard Charitable expenses.

³ Mutual funds can take between one and three days to settle. The settlement period is specific to the fund and determined by the fund company.

Learn how to check the status of a contribution.

The time by which you’ll need to submit a transaction to be traded on the same depends on where the donated asset was held. 

A transaction can only be approved if all paperwork is received and in good order. 

Vanguard-held assets donated online through the Vanguard Philanthropic Center must be submitted prior to 4:00 pm, ET, to be traded on the same business day. 

Transactions initiated on vanguardcharitable.org and/or paper forms require additional handling. We recommend these donations be submitted by 1:30 pm, ET. 

Vanguard account information is not visible to Vanguard Charitable representatives. Vanguard Charitable representatives can only see the Vanguard account number, registration, address, and details of the contribution, such as the holding and number of shares or dollar amount.

Sometimes you may need to change your password. To change your password, click Login on the upper right side of your screen. Then click Forgot Password and a form will appear. Fill in the user ID and email address we have on file. An email will be sent to you explaining how to reset your password.

When you reset your password please use:

• 8 to 32 characters, and at least
• 1 lower case letter
• 1 upper case letter
• 2 numbers.

Do not use spaces, apostrophes, or backslashes. If you don’t receive an email or you cannot reset your password, let us know.

Yes, you can unlink your accounts by contacting a Vanguard representative.

All web browsers save "snapshots" of websites to help load pages quicker. These snapshots are held in storage called a cache. Outdated cache may cause you to see older versions of web pages, and occasionally cause issues accessing website pages. Clearing your web browser's cache is an easy way to ensure you are viewing the latest version of the website. Click here for easy steps to clearing your cache.

If you choose not to link your accounts, you will need to use a paper form, which can be found here.