Legacy Options | Vanguard Charitable

Home / Open account

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.

You're almost there! Just a little more to go.

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 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. You can choose Bestow to others and/or Endow to charity. Then select the percentage of your account you want to give to each option you choose. Be sure to click Save to Continue at the end of each section and then click Next to move to the next step.

Not sure what to choose? Most advisors select: Appoint up to two successor advisors and/or Give to charity. Succession plans can be changed at any time. Learn more about succession plans here.

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.

Incomplete

Total percentage for all successor advisors

Successor 1

Successor 2

Title (optional)

First Name

Middle Name (optional)

Last Name

Suffix (optional)

Relation

Date of Birth

Gender (optional)

Phone Number (optional)

Email Address (optional)

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)

Relation

Date of Birth

Gender (optional)

Phone Number (optional)

Email Address (optional)

Address

Address Line 1

Address Line 2 (optional)

Address Line 3 (optional)

Country

Zip Code

City

State

Clear AllRemove

Create accounts

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

Incomplete

Percentage

Clear AllRemove

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.

Incomplete

Percentage

Clear AllRemove

Give to charity

Recommend grants to one or many charities. First, select the overall percentage you would like to give to charity. Then select one or more charities to receive grants. The percentage for each charity selected will be automatically distributed equally, but you can manually change the distribution. The percentage for all charities must total 100%.

Incomplete

Total percentage allocated to charities

Clear AllRemove

Grant annually

To complete the Endowed Grant Plan, download and complete this form and return it to Vanguard Charitable. An email will be sent to the account advisors with a copy of the form and information on returning by fax, mail, or email. See our Policies & Guidelines for more information.

Incomplete

Percentage

Clear AllRemove

Session timed out

Log out successful

Log out successful

Log out successful

A technical error has occurred

Alert

Log out successful

Technical error

It’s not you. It’s us!

You are unauthorized to access this page.

Maintenance fee may be applied

You are eligible for special rates