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Year-end granting guidelines
Because of year-end granting volumes, we request that all 2018 grant recommendations be entered by December 7, 2018 for processing by calendar year-end.2 We will make best efforts to process grant recommendations made after December 7 by the end of the calendar year. 
 

Since 1997, Vanguard Charitable has served the interests of individuals and families who share our mission to increase philanthropy and maximize its impact over time.  Click below to request a consultation with a Vanguard Charitable representative.

2018 year-end contribution guidelines

Based on years of experience, Vanguard Charitable has published recommended dates by which year-end contributions to philanthropic accounts should be initiated. Electronic contributions initiated from vanguard.com must be received in good order prior to 4 p.m. Eastern time to be processed the same business day. Contributions initiated on vanguardcharitable.org or by paper forms must be received in good order prior to 1:30 p.m. Eastern time to be processed the same business day. Click here for frequently asked questions. Instructions for valuating your donation can be found here.

Asset held at Vanguard - mutual funds; securities Electronic authorization: Log in to vanguard.com. From the My Accounts menu, click Buy and sell and then Contribute to a charity to access the Vanguard Philanthropic Center to initiate a contribution to your Vanguard Charitable philanthropic account. 

Paper-based authorization: Log in to your Vanguard Charitable account, click Contribute and select Assets held at Vanguard. If you are ineligible to authorize electronically, additional paperwork may be required and we recommend initiating the transaction earlier.
December 31, 2018 - if initiating the transaction electronically through vanguard.com

December 20, 2018 - if signed authorization is required
Asset held at a firm other than Vanguard - mutual fund Log in to your Vanguard Charitable account, click Contribute, select Assets held outside Vanguard, and follow prompts to initiate the transaction. Use the Letter of authorization form to initiate the transfer of ownership at the financial firm from which you're transferring the asset.

OR

Print, complete, and send the Make a contribution form to Vanguard Charitable. Use the Letter of authorization form to initiate the transfer of ownership at the financial firm from which you're transferring the asset.
November 14, 2018
Note: Processing times can vary based on the sending firm and may take up to six weeks. We recommend initiating the contribution by November 14.
Asset held at a firm other than Vanguard - security Log in to your Vanguard Charitable account, click Contribute, select Assets held outside Vanguard, and follow prompts to initiate the transaction. Reference information in the Delivery Instruction form to initiate the transfer of ownership at the financial firm from which you're transferring the asset.

OR

Print, complete, and send the Make a contribution form to Vanguard Charitable. Reference information in the Delivery Instruction form to initiate the transfer of ownership at the financial firm from which you're transferring the asset.
December 14, 2018
Note: Processing times can vary based on the sending firm and may take two weeks. We recommend initiating the request by December 14.
Electronic bank transfer (EBT) Log in to your Vanguard Charitable account, click Contribute, select Check or Electronic Bank Transfer, and follow prompts to initiate the transaction. Instruct your bank to send the EBT to Vanguard Charitable.

OR

Print, complete, and send the Make a contribution form to Vanguard Charitable. Instruct your bank to send the EBT to Vanguard Charitable.
December 26, 2018
EBT may take two to three days to reach Vanguard Charitable after being initiated by your financial firm. 
Wire Log in to your Vanguard Charitable account, click Contribute, select Wire, and follow prompts to initiate the contribution. Print, complete, and send any paperwork requested, and instruct your bank to wire the funds.

OR

Print, complete, and send the Make a contribution form to Vanguard Charitable. Instruct your bank to wire the funds to Vanguard Charitable.
December 26, 2018
Check1 Log in to your Vanguard Charitable account, click Contribute, select Check or Electronic Bank transfer, and follow prompts to initiate the contribution. Print, complete, and mail any paperwork requested, along with your check.

OR

Print, complete, and mail the Make a contribution form to Vanguard Charitable, along with your check. 
Mail must be postmarked by December 31, 2018
Stock certificate1 Log in to your Vanguard Charitable account, click Contribute, select Stock certificate, and follow prompts to initiate the contribution. Print, complete, and mail any paperwork requested, along with the properly endorsed original stock certificate. A Letter of Authorization is required, along with a medallion signature guarantee.

OR

Print, complete, and mail the Make a contribution form to Vanguard Charitable, along with the properly endorsed original stock certificate. A Letter of Authorization is required, along with a medallion signature guarantee.
Mail must be postmarked, and all paperwork must be in good order, by December 31, 2018
Restricted stock and complex assets (bitcoin, private equity, etc.) Contributions of complex assets (restricted stock, hedge funds, private equity investments, insurance policies, etc.) require higher contribution minimums and varying (often lengthy) processing time frames. Some types are accepted on a case-by-case basis. Before initiating a special asset donation, please review Donating complex assets for charitable giving and contact us at 888-383-4483. Time frames may vary. Please contact Vanguard Charitable for more information.

 

Please consult your tax advisor for questions regarding your personal tax situation.

 

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To ensure a 2018 tax deduction, all checks and stock certificates sent via mail must be USPS-postmarked by December 31, 2018. We highly recommend obtaining a post office receipt. Proof of send from a different carrier, such as UPS or FedEx, does not qualify as valid documentation for a year-end tax deduction.
2 In the event a grant requires extensive due diligence, we may not be able to guarantee grant issue by year-end, even if the grant recommendation is submitted by December 7. Complex grant recommendations should be submitted as soon as possible.