How you know charitable assets are in good hands with Vanguard Charitable | Vanguard Charitable

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 elseneither in the charitable sector nor the broader market.

 

What’s more, more than 80% of Vanguard Charitable donors will benefit from these price reductions. More than $1 million in additional charitable dollars has now become available for granting each year as a result. 

 

That money will make a big difference to your favorite nonprofits. 

 

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 NameOld Expense RatioNew Expense Ratio
Total Bond0.03%0.01%
Total U.S. Stock0.02%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

 

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