Cost Calculator | Vanguard Charitable

Investment Fee

Vanguard’s time-tested principles guide us; we apply the same thoughtful, long-term outlook, best-in-class investments, and industry-low costs to charitable giving. The investment fee pays for the management of invested assets to allow for charitable growth. When recommending investments, you can select from a range of options across major asset classes that span the risk spectrum. When invested, charitable assets may compound tax-free, increasing your philanthropic impact over time.

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Step 1: What’s the contribution amount in dollars?

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Step 2: How would you like to calculate the fees?

*This number represents Vanguard Charitable’s investment fee average compared to the industry average fee, which is calculated based on the average expense ratios charged by other donor-advised fund sponsors, according to the most recent publicly available fee schedules.

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Maintenance fee may be applied

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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