How you know charitable assets are in good hands with Vanguard Charitable
Apr 03, 2024
It’s a mantra here at Vanguard Charitable: How can we best honor the trust our donors have put in us?
After all, they’ve committed hard-earned money to charity with the goal of making a difference in the world. It’s a goal we mean to support every way we can.
As a good steward for the charitable dollars in our care, we work to maximize them at every opportunity. Thanks to the unique structure of Vanguard Charitable’s curated investment lineup, our donors now qualify for the lowest expense ratio possible for our Total Bond investment.
How low? Just 0.01%. A single basis point. Expense ratios can’t go much lower than that.
Following a similar fee drop last fall for Total U.S. Stock, Vanguard Charitable now offers three of our most popular investments at just 1 basis point.
You won't find costs this low for such high-quality investments anywhere else–neither in the charitable sector nor the broader market.
As your partner, we won’t stop looking for ways to help you do more with your charitable resources. It’s the deeply held mission that guides us each and every day.
New expense ratios for our most popular investments
| Investment Name | Old Expense Ratio | New Expense Ratio |
|---|---|---|
| Total Bond | 0.03% | 0.01% |
| Total U.S. Stock | 0.02% | 0.01% |
| Income* | 0.03% | 0.01% |
| Conservative Growth* | 0.03% | 0.02% |
| Moderate Growth* | 0.03% | 0.02% |
*Portfolio Solutions that feature both Total Bond and Total U.S. Stock as underlying investments. Learn more about our investments here.