| Vanguard Charitable

Personalized services for Premier donors

Investment Philosophy

Informed by Vanguard’s time-tested investment principles, we offer high-quality investments across a range of asset classes that span the risk spectrum—without introducing choice overload. As with a traditional investment portfolio, you can mix and match investment options to best support your charitable giving goals. We’re proud of our proprietary lineup, carefully curated to amplify strategic philanthropy. 


We stand by our investment philosophy: Keep all-in fees low without sacrificing investment performance. While your charitable donations have the potential to grow tax-free, industry-low costs help maximize returns for the benefit of your favorite charities.

We created Premier services for account holders who seek to make a long-term impact with their accounts of $1 million or more. Our Premier Service team provides our Premier donors with valuable philanthropic guidance, unmatched personal service, enhanced contribution consultations, and exclusive opportunities and industry insights. This experienced team of experts and relationship managers delivers solutions to help ensure your giving goes further. Learn more about Premier services

Unrestricted giving and learnings from the industry:

Unrestricted giving—donations or grants that can be used for any purpose by the receiving charity—offers charities the ability to direct funds to their areas of greatest need. Unrestricted gifts allow nonprofits to cover expenses that can be difficult to fundraise.

 

This year, we surveyed 440 of our nonprofit partners and yielded many insights for our donors. When we asked what request nonprofit organizations would make of our donors, nearly 6 in 10 had the same response: More unrestricted giving.1

 

Giving Unrestricted

Out of $1.78B granted by Vanguard Charitable donors in 2021, 50% was unrestricted. That’s up from 42% in 2020!

 

To learn more about unrestricted granting with Vanguard Charitable, check out our blog Survey Says....

Heart representing cause area Top cause areas:

 

In 2021, Vanguard Charitable donors directed their granting to the following cause areas, in order of popularity by number of grants:

What our donors care about most:

Hands and heart representing charities Top 10 nonprofits supported by Vanguard Charitable donors, by number of grants issued:

 

1. Doctors Without Borders USA, Inc.

6. American Civil Liberties Union Foundation, Inc.

2. Planned Parenthood Federation Of America, Inc. – National headquarters

7. International Rescue Committee, Inc.
3. St. Jude Children's Research Hospital8. American National Red Cross - National Headquarters
4. Cru - Campus Crusade For Christ9. Southern Poverty Law Center, Inc.
5. Samaritan's Purse10. Natural Resources Defense Council, Inc.

 

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Maintenance fee may be applied

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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