Portfolio Solutions

Our Portfolio Solutions are straightforward, pre-allocated, multi-fund investment options that offer broad market coverage for your charitable investments. They are professionally rebalanced on a regular basis to maintain the underlying asset allocation, saving you time to focus on your broader charitable giving strategy. For more information about performance and benchmarks for your donor-advised fund investments, view our Investment Performance page

Our leading, pre-allocated investments, managed and rebalanced regularly by seasoned professionals, come at ultra-low costs and free you to focus on your charitable impact.

more-info-iconLast updated 03/28/2024

Preferred

Expense Ratio

more-info-icon Last updated 12/31/2023

0.01%

Risk/granting time horizon

Risk level 2

Returns

more-info-iconLast updated 12/31/2023

Qtr

7.66%

1 Yr

9.06%

5 Yrs

3.57%

10 Yrs

Target Allocation

80% Bond
20% Stock

Management

more-info-iconActive funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks to provide current income and some capital appreciation through a target allocation of 20% stocks and 80% bonds.

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134
Preferred

Expense Ratio

more-info-icon Last updated 12/31/2023

0.02%

Risk/granting time horizon

Risk level 3

Returns

more-info-iconLast updated 12/31/2023

Qtr

8.59%

1 Yr

12.32%

5 Yrs

6.04%

10 Yrs

5.10%

Target Allocation

60% Bond
40% Stock

Management

more-info-iconActive funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks to provide current income and low to moderate capital appreciation through a target allocation of 40% stocks and 60% bonds.

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135
Preferred

Expense Ratio

more-info-icon Last updated 12/31/2023

0.02%

Risk/granting time horizon

Risk level 3

Returns

more-info-iconLast updated 12/31/2023

Qtr

9.61%

1 Yr

15.16%

5 Yrs

9.29%

10 Yrs

7.41%

Target Allocation

40% Bond
60% Stock

Management

more-info-iconActive funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks to provide growth of capital and a reasonable level of current income through a target allocation of roughly 60-65% stocks and 35-40% bonds.

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136
Preferred

Expense Ratio

more-info-icon Last updated 12/31/2023

0.02%

Risk/granting time horizon

Risk level 4

Returns

more-info-iconLast updated 12/31/2023

Qtr

10.58%

1 Yr

19.41%

5 Yrs

10.53%

10 Yrs

7.84%

Target Allocation

20% Bond
80% Stock

Management

more-info-iconActive funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks to provide capital appreciation and some current income through a target allocation of 80% stocks and 20% bonds.

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137

Expense Ratio

more-info-icon Last updated 12/31/2023

0.17%

Risk/granting time horizon

Risk level 3

Returns

more-info-iconLast updated 12/31/2023

Qtr

9.64%

1 Yr

14.41%

5 Yrs

9.62%

10 Yrs

Target Allocation

35% Bond
65% Stock

Management

more-info-iconActive funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

active

Goal

Seeks long-term capital appreciation and reasonable current income, with moderate risk.

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132

Expense Ratio

more-info-icon Last updated 12/31/2023

0.06%

Risk/granting time horizon

Risk level 3

Returns

more-info-iconLast updated 12/31/2023

Qtr

10.03%

1 Yr

17.59%

5 Yrs

9.63%

10 Yrs

Target Allocation

40% Bond
60% Stock

Management

more-info-iconActive funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index

passive

Goal

Seeks capital appreciation, current income, and long-term growth of income.

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143
  • Expense ratios are current as of 06/30/2023.
  • Expense ratios are assessed by the Vanguard mutual funds/exchange-traded funds (ETFs) and vary based on allocation; Vanguard Charitable does not itself charge investment fees. While they may be invested in mutual funds or ETFs, the investment options are not themselves mutual funds, nor are they publicly traded. They are not available for investment by any individual or organization apart from Vanguard Charitable. As such, prospectuses only exist for the underlying mutual funds, and not for the Vanguard Charitable investment options.
  • Account expense ratios utilize the Institutional plus share class of the underlying Vanguard mutual funds where applicable.
  • Income benchmark: 80% Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index, 14% Spliced Total Stock Market Index, 6% Spliced Total International Stock Market Index. Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index: Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter. Spliced Total Stock Market Index: Dow Jones Wilshire 5000 Index through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter. Spliced Total International Stock Market Index: Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex US IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter.
  • Conservative Growth benchmark: 60% Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index, 30% Spliced Total Stock Market Index, and 10% Spliced Total International Stock Index. Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index: Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter. Spliced Total Stock Market Index: Dow Jones Wilshire 5000 Index through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter. Spliced Total International Stock Market Index:Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex US IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter.
  • Moderate Growth benchmark: 60% Wilshire 5000 Index and 40% Lehman Aggregate Bond Index through December 31, 2009; 45% Balanced Composite Index, 45% Wellington Composite Index, and 10% Spliced Total International Stock Index thereafter. Balanced Composite Index: Made up of two unmanaged benchmarks, weighted 60% Dow Jones Wilshire 5000 Index and 40% Lehman Aggregate Bond Index through May 31, 2005; 60% MSCI US Broad Market Index and 40% Bloomberg Barclays Capital Aggregate Bond Index through January 14, 2013; and 60% CRSP US Total Market Index and 40% Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter. Wellington Composite Index: 65% S&P 500 Index and 35% Lehman Long Credit AA or Better Index through February 29, 2000; 65% S&P 500 Index and 35% Bloomberg Barclays Capital Credit A or Better Index thereafter. Spliced Total International Stock Market Index: Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex US IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter.
  • Growth benchmark: 80% Wilshire 5000 Index and 20% Lehman Aggregate Bond Index through December 31, 2009; 55% Spliced Total Stock Market Index, 20% Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index, and 25% Spliced Total International Stock Market Index thereafter. Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index: Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter. Spliced Total Stock Market Index: Dow Jones Wilshire 5000 Index through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter. Spliced Total International Stock Market Index: Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex US IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter.
  • TIFF MAP: An actively managed, globally diversified portfolio of traditional and alternative investments, MAP features an annualized expense ratio that is greater than that of passive portfolios or active/passive mixed portfolios. Performance is shown net of all fees and expenses. For the year-ended 12/31/2021, the annualized expense ratio was 1.51%. This fee includes 0.18% of performance fees paid to external managers and 0.35% of expenses for securities sold short. The Multi-Asset Pool is generally available to accounts with ongoing balances over $100,000. Refer to our Policies & Guidelines for more information.
  • The potential for risk in Vanguard funds can be categorized in levels from 1 to 5. Learn more in our FAQs.
  • Any Portfolio Solutions option can be combined with other Solutions, Portfolio Builders, and Values-Driven Investment options.
 

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

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