Open Account - Review and submit | Vanguard Charitable

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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

Address

Secondary Advisor

Date of Birth:

Gender:

Phone number

Address

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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