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

Personal Information

Edit

Primary Advisor

 

Date of Birth:  

Gender:  

Phone number

Email

Delivery Preference

 

Related Contributor

 

 

 

Address

Secondary Advisor

 

Date of Birth:  

Gender:  

Phone number

Email

Delivery Preference

 

Related Contributor

 

 

 

Address


 

Security Questions

In what city is your high school?

 

What is your high school mascot?

 

What is/was the name of your first employer? (don't use The, Inc. or Co.)

 


Legacy Options Edit

Philanthropic account name

 

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.

 

Create accounts

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

 

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.
  %

 Percentage

  %

Give to charity

Recommend grants to one or many charities.
  %

 

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.
  %

 Percentage

  %


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

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