Continue account set up

You're almost there. Remember, all contributed assets are property of Vanguard Charitable, a 501(c)(3) nonprofit organization independent of Vanguard. Once the account is opened, it can only be accessed through this website or by a Vanguard Charitable representative.

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Step 1

Provide account information

Step 2

Legacy Options

Step 3

Review and Submit

Name your account

The name you choose may not include the words trust, endowment, fund or foundation. We maintain the right to deny a requested account name if it doesn’t fit our requirements. All account assets are the property of Vanguard Charitable.

TheFund

Establish a succession plan

This section allows you to recommend one or more plans that will be enacted when all account advisors are unable or unwilling to manage the account. Choose the options that best fit your giving goals and assign percentages accordingly. As percentages are applied to each succession option, the total percentage will be reflected to the right of each offering, and the total of all options must equal 100%. Be sure to click Save to Continue at the end of each section and then click Next to move to the next step.

 

Bestow to others

Add up to two successor advisors

Please assign a percentage of the remaining account assets to your successor advisor(s). This percentage will be assigned to one successor advisor or split between two successor advisors, if you name a second successor advisor.
0%

Total percentage for all successor advisors

Successor 1

Successor 2

Title (Optional)

First Name

Middle Name (Optional)

Last Name

Suffix (Optional)

Date of Birth

Relation

Phone (Optional)

Phone Number

Email (Optional)

Email Address

Address

Address line 1

Address line 2 (Optional)

Address line 3 (Optional)

Country

Zip Code

City

State

Title (Optional)

First Name

Middle Name (Optional)

Last Name

Suffix (Optional)

Date of Birth

Relation

Phone (Optional)

Phone Number

Email (Optional)

Email Address

Address

Address line 1

Address line 2 (Optional)

Address line 3 (Optional)

Country

Zip Code

City

State

Remove

Create accounts

Create new charitable giving account(s) for named successor advisor(s).
0%

Percentage

 
Remove

Endow to charity

Philanthropic Impact Fund

Transfer the account's remaining assets to Vanguard Charitable's Philanthropic Impact Fund. This mission-driven fund supports charities that encourage charitable giving and philanthropy.
0%

Percentage

Remove

Give to charity

Recommend grants to one or many charities.
0%

Percentage

Remove

Grant annually

Recommend an Endowed Grant Plan. See our Policies and guidelines and complete a Recommend an Endowed Grant Plan form.
0%

Percentage

Remove

 
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Remove Advisor

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Remove philanthropic

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Remove charity

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Remove grant

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CANCEL
 

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Maintenance fee may be applied

Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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