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.
Giving through a Vanguard Charitable DAF makes your giving go further
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.