Who is Vanguard Charitable?
As we are founded by Vanguard,1 you can trust that we believe in the same time-tested principles that Vanguard has always stood for—with a charitable focus. Like Vanguard, we apply a thoughtful, long-term outlook, best-in-class investments, and industry-low costs to your charitable giving.
What is a Donor-advised fund (DAF)?
A DAF is a charitable giving account designed exclusively to invest, grow, and give assets to charities for meaningful and lasting impact. Here's how it works: You donate assets into a DAF and recommend how those assets should be invested. Your contribution is tax-deductible, and the assets in the DAF grow tax-free. When you're ready, recommend a grant to a charity you care about, and we take care of the rest.
Partnership Benefits
Initiate contributions to Vanguard Charitable directly from your Vanguard account
It’s easy. Once you open a Vanguard Charitable philanthropic account and link it to your Vanguard account, you can make contributions directly through vanguard.com. Enjoy fast contribution transactions with fewer steps and more flexible giving timelines for year-end giving. Our team can work with your Vanguard advisor to make charitable giving part of a comprehensive wealth management plan that maximizes the impact of your charitable giving and unlocks tax benefits. Learn more about linking accounts to make seamless transactions here.
High-quality, low-cost investments powered by Vanguard mutual funds & ETFs
Our thoughtful investment lineup has been constructed by industry experts to meet your personal charitable goals and risk tolerance and give you the best opportunity to grow your charitable funds tax-free.
82% of the funds underlying our investments have outperformed their Lipper peer averages over the past five years.2
100% of our underlying funds analyzed by Morningstar received ratings of gold, silver, or bronze.3
Whether you select our all-in-one Portfolio Solutions, set your allocation with our Portfolio Builders, or align your values to your investments with our Values-driven offerings, we have the options you need to be successful. Read more about our Vanguard-backed investment lineup here.
Our services grow with you
As your account size grows, so do the benefits and services you’ll receive. Accounts with balances of $1 million or more generally qualify for Premier status and receive enhanced benefits and services.4 A dedicated team of philanthropic specialists, including Chartered Advisor in Philanthropy® certified experts, works exclusively with our Premier donors to provide personalized support. We provide our Premier donors with philanthropic guidance, unmatched personal service, enhanced contribution consultation, comprehensive due diligence, and exclusive opportunities and industry insights. Learn more about Premier services here.
The Vanguard Charitable advantage
While giving through a DAF carries its own benefits, working with us means working with an industry leader—something you are accustomed to in working with Vanguard. Vanguard Charitable provides the confidence you want, with the Vanguard-backed investment options you trust, and the convenience you've come to expect.
Giving through a Vanguard Charitable DAF makes your giving go further
Footnotes
1 We were founded by Vanguard in 1997 as an independent 501(c)(3) organization and we stand by Vanguard’s commitment to diversification, transparency, and cost-effective service. We strongly align with Vanguard's principled investment philosophy and believe in the importance of long-term, strategic charitable planning through a donor-advised fund.
Although Vanguard provides certain investment management and administrative services to Vanguard Charitable pursuant to a service agreement, Vanguard Charitable is not a program or activity of Vanguard.
2 All data as of June 30, 2020. Results will vary for other time periods. Only funds with a minimum of five-year history were included in the comparison. TIFF-MAP was also excluded. Past performance does not guarantee future returns.
3 Ratings as of June 30, 2020. Funds in all three tiers—bronze, silver, and gold—are expected by Morningstar to outperform comparable funds in their peer groups in the future. Seventy-two percent of Vanguard Charitable’s underlying funds are rated gold, 17% silver, and 10% bronze.
4 Philanthropic accounts with balances of $1M or more for at least three consecutive months may be eligible for reduced pricing on those assets under management above $1M. Premier status eligibility is reviewed on a quarterly basis; account balance and activity are part of the review. Accounts not eligible for Premier status, will be charged 0.30% administration fee on assets above $500,000.
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.