Total charitable impact

 

Deferred and planned giving options

Enact a legacy of giving

Fulfill your philanthropic intentions beyond your lifetime by establishing deferred giving plans now to benefit charity tomorrow. Many planned giving options allow you to donate assets when you pass to Vanguard Charitable, which will then create or add to an account and grant to charity in your honor.

Deferred giving may offer heirs certain tax benefits. For example, by naming Vanguard Charitable as a beneficiary, you can remove assets from a taxable estate and place them into a tax-free, philanthropic environment.* Family, friends, heirs, or even Vanguard Charitable may be named advisor to the account.

We can be named beneficiary to the following:
  • 401(k) or other qualified retirement plan
  • Individual retirement account (IRA)
  • Life insurance policy
  • Trust
  • Will
     

Prepare your estate
Intent to give: Letter to an executor to name Vanguard Charitable as beneficiary
Pass your values, not taxes
 

*Individual circumstances may vary. Consult a tax advisor for advice on how best to manage your individual situation.