| Vanguard Charitable

When do transactions need to be submitted to be traded on the same day?

The time by which you’ll need to submit a transaction to be traded on the same depends on where the donated asset was held. 

 

A transaction can only be approved if all paperwork is received and in good order. 

 

Vanguard-held assets donated online through the Vanguard Philanthropic Center must be submitted prior to 4:00 pm, ET, to be traded on the same business day. 

 

Transactions initiated on vanguardcharitable.org and/or paper forms require additional handling. We recommend these donations be submitted by 1:30 pm, ET. 

If I have linked my Vanguard and Vanguard Charitable accounts, will Vanguard Charitable representatives be able to view my Vanguard account information?

Vanguard account information is not visible to Vanguard Charitable representatives. Vanguard Charitable representatives can only see the Vanguard account number, registration, address, and details of the contribution, such as the holding and number of shares or dollar amount.

What should I do if my password doesn’t work?

Sometimes you may need to change your password. To change your password, click Login on the upper right side of your screen. Then click Forgot Password and a form will appear. Fill in the user ID and email address we have on file. An email will be sent to you explaining how to reset your password.

 

When you reset your password please use:

  • 8 to 32 characters, and at least
  • 1 lower case letter
  • 1 upper case letter
  • 2 numbers.

Do not use spaces, apostrophes, or backslashes. If you don’t receive an email or you cannot reset your password, let us know.

If I've linked my Vanguard and Vanguard Charitable accounts, can I unlink them in the future if I wish to do so?

Yes, you can unlink your accounts by contacting a Vanguard representative.

I was asked to clear my cache. What is it and how do I do it?

All web browsers save "snapshots" of websites to help load pages quicker. These snapshots are held in storage called a cache. Outdated cache may cause you to see older versions of web pages, and occasionally cause issues accessing website pages. Clearing your web browser's cache is an easy way to ensure you are viewing the latest version of the website. Click here for easy steps to clearing your cache.

What if I don’t want to link my Vanguard and Vanguard Charitable accounts? How will I make a contribution of my Vanguard assets to my Vanguard Charitable account

If you choose not to link your accounts, you will need to use a paper form, which can be found here.

I am a trustee on a Vanguard account. Can all trustees make contributions of Vanguard assets to the Vanguard Charitable account independently?

Yes, so long as all trustees are web-registered on vanguard.com and have provided authorization for other trustees to transact on the account independently.

How can I optimize scrolling up and down on tables?

If you’re trying to review the data in a table but can’t see all the data, there are two steps you can try: 

  • Click into the table and use your mouse to scroll up and down, or
  • Use the gray sliding bar on the right side to move the table content up and down or the bottom gray sliding bar to see data to the right to left within the table.

Where are the login and logout buttons?

The login button is located on the top, right side of your screen. Once you’re in your online account, click the circle icon at the top, right side of your screen (it looks like the head and shoulders of a person) and click Logout in the dropdown.

I have a joint Vanguard account. Can either account owner initiate a contribution of Vanguard assets from vanguard.com independent of the other?

Yes, so long as all account owners are web-registered on vanguard.com and have provided authorization for other owners to transact on the account independently.

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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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