How to contribute assets to a philanthropic account

Contributions to Vanguard Charitable can be completed in 3 simple steps.

  1. Choose an asset to donate.

  2. Review instructions and sign required documents.

  3. Submit materials to Vanguard Charitable.

Details are below, organized by asset type.

Contributions to Vanguard Charitable are irrevocable upon acceptance. The minimum initial gift is $25,000 and the minimum additional gift is $5,000. Contributions initiated on vanguard.com which are submitted in good order on vanguard.com prior to 4:00 p.m., Eastern time, can be processed the same business day. All other contributions must be received in good order by 1:30 p.m., Eastern time, to be processed the same business day.

Click here for our Frequently Asked Questions.

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Check*

  1. Click Contribute.
  2. Select Check or Electronic Bank Transfer.
  3. Complete required fields and submit.
  4. Print remittance slip and send with check to Vanguard Charitable.

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Electronic Bank Transfer (EBT)

  1. Click Contribute.
  2. Select Check or Electronic Bank Transfer.
  3. Complete required fields and submit.
  4. Instruct your bank to send the EBT transaction to Vanguard Charitable.

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Wire

  1. Click Contribute.
  2. Select Wire.
  3. Complete required fields and submit.
  4. Provide your bank with wiring instructions.

Wiring instructions:

Wire to: FRB ABA 011001234
                 Mellon Bank, 500 Grant Street, Pittsburgh, PA 15258

For credit to: Account 0724947 - Vanguard Charitable Endowment Program

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Asset held at Vanguard - paperless contributions

After completing a one-time process to link your Vanguard Charitable and Vanguard accounts, you can initiate contributions on vanguard.com

  1. Log on vanguard.com. From the menu, choose My Accounts and select the Buy & sell, Cost basis, or Tax center page to access the Vanguard Philanthropic Center.
  2. Select the Vanguard Charitable icon to continue with your donation.

    Contributions to Vanguard Charitable can be made through the Vanguard Philanthropic Center if:

    • All registered owners have a vanguard.com logon.
    • The contribution is from an individual, joint, or trust account. (Managed accounts are eligible for electronic authorization.)
    • If you do not meet these requirements, please log in to vanguardcharitable.org, select Contributions and choose one of the “I am not eligible for electronic authorization” options to enter your contribution and print a Letter of authorization.  If you have a current Standing letter of authorization in place, you may not need any additional paperwork. To learn more about additional authentication options for Vanguard assets, please click here.
    • For more questions about account linking and contributing from vanguard.com, please read our FAQ.

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Asset held at Vanguard - paper-based authorization

  1. Click Contribute.
  2. Select Assets held at Vanguard then choose I am not eligible - Enter a Security” or "I am not eligible - Enter a Mutual fund" to start.
    • You must provide print an send a Letter of authorization to Vanguard Charitable. If you have a current Standing letter of authorization in place, you will not need any additional paperwork. To learn more about additional authentication options for Vanguard assets, please click here.

    • Interested in cost basis? See here

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Asset held outside of Vanguard - Security

  1. Click Contribute.
  2. Select Asset held outside of Vanguard.
  3. Enter a security gift
  4. Complete required fields and submit.
  5. Contact your broker or firm holding securities to determine if additional paperwork is needed and to provide transfer instructions.
  6. Your brokerage firm must initiate the transfer of shares.

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Asset held outside of Vanguard - Mutual fund

  1. Click Contribute.
  2. Select Asset held outside of Vanguard.
  3. Select Enter a mutual fund gift
  4. Complete required fields and submit.
  5. We recommend contacting the holding firm to determine if they are able to initiate an electronic transfer.
  6. If not, please return the Letter of authorization (provided in the Funding instructions step).
  7. Enclose a copy of an account statement less than 90 days old from your current institution.

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Stock certificate*

  1. Click Contribute.
  2. Select Stock certificate.
  3. Complete required fields and submit.
  4. Return the Letter of authorization (provided in the Funding instructions step) and the properly endorsed original stock certificate. Both documents require a Medallion signature guarantee.

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Restricted stock and complex assets

Contributions of complex assets (restricted stock, hedge funds, private equity investments, insurance policies, etc.) require higher contribution minimums and varying (often lengthy) processing timeframes. Some types are accepted on a case-by-case basis. Before initiating a special asset donation, review Donating complex assets for charitable giving and contact us at 888-383-4483.

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