| Vanguard Charitable

Thanking Donors

We understand that thanking donors for supporting your organization may be a vital part of your outreach. When donor contact information is provided, you may thank them, as long as acknowledgement of the gift goes to Vanguard Charitable and a tax receipt is not issued. But sometimes our donors decide to give without recognition. In this case, contact information will not be provided. 

 

Our donors decide what information can be released when a grant is issued. Some donors decide to release their names and contact information. Others decide to give limited information, such as an account name. Still others decide to remain anonymous. The letter that comes with the grant indicates the information a donor allows us to release. We respect our donors' recognition preferences and will not release unauthorized information.

How grants from Vanguard Charitable benefit your nonprofit

Contribution typeValuationDeduction% of adjusted gross income (AGI) donor can deduct
Cash or cash equivalentsAmount of the check, electronic bank transfer, or wire received by Vanguard CharitableAmount of donationUp to 60% of AGI
Mutual fund sharesClosing price (net asset value) on the date on which the donor loses control of the donated shares, multiplied by the number of shares donatedIf owned for more than 1 year:
Fair market value on the valuation date

If owned for 1 year or less:
Cost basis or current fair market value, whichever is lower
Up to 30% of AGI (if valued at fair market value)1

Up to 50% of AGI (if valued at the lesser of the cost basis or fair market value)
Stock or bond sharesAverage of the high and low selling prices on the date of contribution, multiplied by the number of units donatedIf owned for more than 1 year:
Fair market value on the valuation date

If owned for 1 year or less:
Cost basis or current fair market value, whichever is lower
Up to 30% of AGI (if valued at fair market value)1

Up to 50% of AGI (if valued at the lesser of the cost basis or fair market value)

 

Gift valuation and reporting

The value of your contribution is based on two things: The asset type and the date received. Gift valuation guidelines are set by current tax regulations. The IRS regulations state that you (as the donor) are responsible for determining the valuation date and the corresponding fair market value.

The chart below shows how different giving tools can influence both valuation and deductibility.

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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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