Sponsor Donation Recommendations
DAFScore™ : 4.20
Rank : 4.20
AUM
$15.1B
Number of Accounts
26,136
Minimum Balance
$0
Initial Contribution Minimum
$25,000
Grant Minimum Amount
$500
Grant Timing
Within 1 Week
Investment Options
More than 10
Administrative Fee
0.6 - 0.9%
Founded in 1997, Vanguard Charitable's mission is to increase philanthropy and maximize its impact over time. Vanguard Charitable believes, "To reach our mission, we must first help you reach yours."
DAF Details
International Granting
Accepts Illiquid Contributions
Ability of 3rd Party Advisors
Political or Religious Affiliation
Sell Their Own Financial Products
Tax Requirements
Minimum Grant Frequency Requirement
Provides Anonymity if Requested
Transferability to Another Sponsor
No History of Security Breaches
Customer Service Resources & Quality of Service
Good
Online Access and Ease of Use
Good
More Information
Sponsor Organization
The Vanguard Group
Sponsor Donation Recommendations
None
International Granting
Vanguard Charitable offers two options for international granting: 1.) Utilize U.S.-based charities by granting through intermediaries 2.) Premier accounts ($1 million or more) may work with Vanguard’s global grantmaking partner, Charities Aid Foundation of America (CAF America)
Accepts Illiquid Contributions
Vanguard Charitable accepts contributions of cash equivalents, publicly traded securities (including restricted shares on a case-by-case basis), shares of most nonproprietary mutual funds, and complex assets on a case-by-case basis.
3rd Party Advisors
You may have a maximum of two account advisors with ongoing account privileges and access. An account advisor may also nominate an individual as an interested party to receive information, and advisory privileges at varying levels of access.
Political or Religious Affiliation
Vanguard Charitable is independent of any religious or political organizations.
Sell Their Own Financial Products
None
Tax Requirements
Vanguard Charitable expects its grant distributions to be at least 5% of average net assets on a current five-year rolling basis.
Minimum Grant Frequency
A grant must be made at least every 3 years.
Overall Grant Restrictions
Vanguard Charitable cannot grant to Type III non-functionally integrated supporting organizations. Grants will not be issued to individuals or private non-operating foundations.
Provides Anonymity
Grants may be sent anonymously, fully attributed or something in between. You choose how you want to be recognized, or not, each time you recommend a grant.
Investment Options
Vanguard Charitable’s proprietary lineup of 35 carefully curated investment options was specifically chosen to support strategic philanthropy. Vanguard investments underlie the majority of Vanguard Charitable investment options, and adhere to Vanguard’s time-tested investment principles, emphasizing diversification, low costs, and a long-term outlook.
Transferability to Another Sponsor
Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.
History of Security Breaches
None
Administrative Fees
0.60% on the first $500,000; 0.30% on the next $500,000; 0.12% on the next $4 million; 0.10% on the next $10 million; 0.08% on the next $15 million; 0.05% on the next $70 million; contact Vanguard for amounts over $100 million
Customer Service
Dedicated team for support. • 888-383-4483 •donorservice@vanguardcharitable.org •Accounts of $1 million or more are offered a higher level of support & services through Vanguard’s Premier Services Team.
Online Access & Ease of Use
Online platform
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