The performance of investment options offered by donor-advised fund providers helps to determine your clients' giving capacity. When you can count on high-quality investments, you can focus your attention on adding value in other areas on behalf of your clients. See these lightning round Q&As in our latest edition of advisor-to-advisor.
Q: What are the long-term benefits?
The bottom line for your clients is charitable impact. This past February, when we granted our ten-billionth dollar to charity since our founding, we had generated an additional $4B in charitable investment returns for our donors’ accounts. These investment options matter. And they can make the charitable piece of the puzzle a lot easier—for both you and your clients.
As an advisor, you want to spend as much time as possible building relationships and adding value for your clients. We make charitable investing easy and straightforward, so you can do just that. |
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Oct 07, 2020
“Part of what we’re trying to correct for is the communities that are being overlooked with charitable donations,” said Magda Guillen Swanson, research project strategist at Vanguard Charitable.
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"As more donors turned to Vanguard Charitable for assistance in targeting their donations, the fund developed a tool called the Nonprofit Aid Visualizer, or NAVi, a web-based program to help potential donors find charities by geography or mission. That program is available to the public."
"I’ve recommended they use the Nonprofit Aid Visualizer (NAVi), powered by Vanguard Charitable. This tool pinpoints charities most impacted by the pandemic, giving individuals a clear picture of the giving landscape and organizations most in need."
“We developed the Nonprofit Aid Visualizer as a way to directly allow donors, both inside and outside of Vanguard Charitable, to easily search and identify nonprofits in the areas hardest hit by COVID-19,” says Swanson."
The COVID-19 pandemic has inspired amazing generosity. It’s also highlighted gaps in information that donors must deal with as they try to support relief efforts. Our interactive charity locator seeks to fill these gaps. The tool harnesses COVID-19 incident rates, community vulnerability scores, and detailed nonprofit profiles to help you support the communities most affected by the pandemic.
The data is built in partnership with Surgo Foundation’s COVID-19 Community Vulnerability Index and GuideStar’s National Nonprofit Directory.
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.
