Create a lasting charitable legacy

 
A donor-advised fund offers a flexible, tax-free platform for building and sustaining your charitable vision over time. 

Simplify complex asset donations 

From privately held business interests to real estate and other non-cash assets, Vanguard Charitable helps simplify complex giving, allowing business owners to maximize their charitable impact while optimizing tax benefits. 

Maximize tax efficiency during major transitions 

Whether you are planning a business succession, a liquidity event, or an estate transfer, integrating a donor-advised fund into your wealth strategy can help manage risks, reduce tax burdens, and optimize financial outcomes that traditional strategies alone cannot achieve.

Interested in learning more? Sign up to learn more about how Vanguard Charitable can help your tax and wealth transfer planning through a Donor Advised Fund.