In short, we are humbled by our donors’ capacity for giving and inspired by their charitable visions. We are thrilled to be their partners in this journey.
And this is just the beginning: The chart below shows why we expect future milestones to come at an even faster rate.
We look forward to seeing how much more good we can do together in the years to come.
Vanguard Charitable attended the 54th Annual Heckerling Institute on Estate Planning in Orlando, Florida, to talk about charitable planning, building a philanthropic legacy, and donor-advised funds (DAFs).
Charitable Giving Badges help you track your progress in your quest to make the world a better place. As you earn badges, you can rest assured that you’re maximizing your impact and putting your tools and strategies to good use. Use your earned badges to discover your strengths as a generous giver!
Review our financial statements as audited and approved by an independent third party for the most recent fiscal year.
A Vanguard Charitable donor-advised fund helps you see the big picture. Donors who gave without much forethought in the past describe how their Vanguard Charitable account has helped them become more purposeful and effective in their charitable giving.
The nature of donor-advised funds means that donors can plan for the long-term and respond to unforeseen events as well. As Vanguard Charitable donors, you’ve shown the ability to be thoughtful and strategic yet also nimble, springing to action when unexpected need arises. In fiscal year 2019, we saw the continuation of a recent trend. You recommended millions of dollars for disaster relief across the country and world. You’ve also marshalled this same readiness in response to other social causes that have captured the public’s attention. New research suggests you’ll do the same to insulate charities during an economic downturn.1
When disasters hit, we do our part by providing you with a pre-approved list of nonprofits and a streamlined process for rapidly issuing grants. For those who are interested in supporting long-term recovery efforts or preventative measures, we also offer the Sustainable Disaster-Relief Fund (SDRF). The SDRF is a mission-driven fund, not a donor-advised fund, which means you can support it through direct grants, required minimum distributions (RMDs), and succession plans.
Ongoing strategic investments in our organization highlight our focus on making your giving as quick and easy as possible, while giving you all the tools you need to bring your charitable vision to life. When we help take care of the little things, we’ve seen how big your accomplishments can be.
We were founded by The Vanguard Group, Inc, in 1997 as an independent public charity. The idea for the creation of Vanguard Charitable came from Vanguard clients themselves. They wanted a simple, flexible, and tax-effective method for scaling their philanthropy. They envisioned a powerful giving tool founded on core Vanguard principles.
In consultation with the IRS, Vanguard founded Vanguard Charitable as a separate entity. In the process, they helped establish best practices for the creation of an independent donor-advised fund provider. The precedent Vanguard and Vanguard Charitable set continues to be a model within the industry.
Since then, we’ve stuck close to the founding principles that those Vanguard clients valued. We believe in low costs, excellent service, best-in-class investments, and long-term strategic thinking. And we’ve seen over the course of our 22 years how you build upon those principles to transform the world.
Just as Vanguard does within the mutual fund industry, we take seriously the responsibility to set and meet a high bar among donor-advised fund providers. We aim to continue to model the right way of doing philanthropy, focused on the greatest positive impact possible.
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.
