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.
Footnotes
*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.
Maintenance fee may be applied
Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.