This calculator is for informational purposes only. Returns are dependent on market conditions and not guaranteed.
Program Guidelines & Requirements
- Account Minimums: To establish a donor-advised fund account with Vanguard Charitable, a minimum initial contribution of $25,000 is required. Subsequent additional contributions must be at least $5,000.
- Flexible Giving (Bunching): This tool allows you to model an "annual average" for planning purposes (e.g., entering $3,500 to represent a $10,500 contribution made every three years). However, please note that Vanguard Charitable requires each individual additional contribution to be at least $5,000. You may contribute as frequently or infrequently as you choose, provided each transaction meets this minimum.
- Gifting Policy: The minimum grant recommendation is $500 per charity. The projections in this tool assume that all modeled annual giving meets this threshold.
All investments are subject to risk. Past performance does not guarantee future returns. Diversification does not ensure growth or protect against loss in a declining market. All contributions are made as charitable donations to a philanthropic account held at Vanguard Charitable. Vanguard Charitable's all-in fee is a weighted average based upon account asset size. Open configuration options
