| Vanguard Charitable

Charitable giving is a crucial piece to any holistic and thoughtful approach to tax planning or wealth transfer strategy. If you haven’t yet considered the benefits of a giving vehicle that maximizes the tax benefits of giving, it’s time to discover more about donor-advised funds. 

 

Discover how Vanguard Charitable is supporting estate planning and how your clients can take advantage of our offerings. 

 

We’ll be sharing more at the Hawaii Tax Institute Conference on November 2-6, 2025. We look forward to meeting you there.

Review charitable causes you care about 

 

In autumn, many people slow down from the busy excitement of summer, reconnect with loved ones, and take stock of what really matters. If this is the case for you, then this is also the perfect time to ask yourself, “What’s my why?” when it comes to your charitable giving. 

 

How do you want to make an impact with your charitable giving? What charitable causes are you interested in? What charitable causes have you already given to? What charitable causes do you care about that haven’t yet received your support? As you craft your plan in the fall, there’s still time to support your favorite organizations before the new year. 

 

You can also take time to consider new opportunities and causes to support. Perhaps as you gather with family or friends, they’ll introduce you to a new challenge that you’d like to help solve with your financial support. As you consider your full philanthropic plan, you can discover charities you want to give to this year or even beyond. 

 

Autumn may also be your calm before the whirlwind that is the holiday season. If you’re sitting down to plan gifts for people before the new year but coming up short on what to give someone, giving to a charity in their honor could be the ideal present. If you grant with Vanguard Charitable, we make it easy to recommend a grant in honor of someone else. 

 

Look back on the events of the past year 

 

Perhaps you had a giving plan at the beginning of the year. However, throughout the year, unexpected events can occur that may influence how you approach your giving. 

 

If a primary goal of your charitable planning is to make the greatest impact and provide support where it’s needed most, then reviewing the events of the past year in the fall can ensure you are a responsive giver that makes informed decisions about your philanthropy. 

 

For example, natural disasters cause billions of dollars in damage and leave those affected in need of support long after the media has moved on to another headline. In addition to natural disasters, other events in the year such as disruptions in the market, elections, humanitarian crises, and other major incidents can create competitions for funds. Keeping an eye on the bigger picture when planning means that your charitable giving goes where and when it is needed most. 

 

As we approach the end of the year, you may discover that you can make a larger impact by adjusting the plan you’d originally set earlier in the year. As our latest report, Why Giving Matters: Responsive giving at donor-advised funds spurs greater total giving, shows, a Vanguard Charitable donor-advised fund (DAF) enables you to give responsively without disrupting your typical giving. 

 

Conclusion: Now’s the time for charitable planning 

 

While you don’t need the perfect charitable wealth plan on January 1st, don’t wait until the last month of the year to craft your year’s charitable giving strategy. Now that’s it fall, make the most of gathering with your loved ones. Sip on your favorite autumnal drink and get to work on a holistic giving plan to carry you through the rest of the year and possibly beyond. 

 

Are you ready to meet your philanthropic goals with Vanguard Charitable? Get started today!

Are you searching for new charities to give to but not sure how to begin narrowing down your list of potential gift recipients? With so many worthy causes and charities from which to choose, it’s difficult to know where to begin your search. 

 

Looking at how Vanguard Charitable donors give can provide valuable insights into how others are choosing nonprofits for their grants. 

 

Our latest Why Giving Matters report revealed that 46% of nonprofits who received an unexpected grant from a Vanguard Charitable donor (typically a one-time grant in response to emergent needs) received an additional grant from the same donor in the future. Revisiting charities you gave to once could be an excellent choice for your long-term giving. 

 

Here are some considerations for selecting previous one-time gift recipients and seeing if they could be your next favorite charity.

 

Even after the emergency, local charities likely still need your support

 

If you gave after an emergent event to a local charity, there was something about that issue that spoke to you once. A second disaster may not have occurred since your initial gift. Yet, it's likely that the local charity you gave to is still working to address the initial issue or other issues still affecting the same community.  

 

Whether organizations are focused on long-term recovery from disaster or building up preparedness for future events, they’re likely still doing important work. Nonprofits may also be addressing existing issues that were exacerbated by an emergent event. For example, the psychological recovery process can last long after the media has stopped covering the area impacted by a disaster. 

 

If you’ve given to that organization before, you must have aligned with their approach to making a difference, and you likely still do!

 

Support an organization that regularly provides relief

 

If you typically give in response to disasters, then consider a national organization that regularly responds to emergent issues. 

 

For example, if you gave to International Rescue Committee in the past, beginning regular granting to them would mean supporting them in all their future humanitarian aid efforts. A nonprofit that responds to emergent events can be a great recipient of ongoing giving, ensuring that you’re always supporting response efforts. 

 

As Alejandra Villalobos, Associate Vice President, Philanthropy, of CARE shared, “We believe that poverty is unjust and solvable, and that together we have the power to end it. This is only possible because of donors who are willing to make significant, long-term investments in CARE’s work.”

 

Easily review all your previous grant recipients with a Vanguard Charitable account

 

Perhaps you’re now considering revisiting nonprofits you’ve previously given to, but how can you even remember what nonprofits you’ve given to in the past? 

 

When you give with a Vanguard Charitable donor-advised fund (DAF), you can review all nonprofits you’ve recommended grants to. Your granting history is all in one place within your online account. 

 

And with a Vanguard Charitable DAF, you can quickly set up recurring grants for your favorite charities. Now that you have your newly rediscovered nonprofit, you can establish a regular granting schedule that takes recommending a grant off your to-do list.

 

Are you ready to give... again? 

 

Don’t start at square one when you’re looking for a new charity to give to. You’ve likely already found a charity with a mission and values that align to your own. Even if you thought your giving to a nonprofit would be limited to a one-time grant, they could be your next favorite charity for ongoing, recurring giving. 

 

Consider adding a previous gift recipient to your regular giving list today!

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