Total charitable impact


Estate planning and charitable giving

Optimize a client's estate

Including philanthropy in estate planning allows clients to ensure remaining assets are managed--and charitable intentions honored--after they die. Vanguard Charitable can help your clients pass charitable assets to the next generation in a way that reflects their philanthropic values and minimizes estate taxes.

Your clients can start donating anytime, while working, or early in retirement. Or, they can choose to defer giving and establish philanthropic accounts as part of their wills. Either option will reduce the tax liability of a transferred estate and be an effective tax planning strategy.

As part of your client's charitable estate plans, Vanguard Charitable may be named a beneficiary to the following:
  • 401(k) or other retirement plan
  • Individual retirement account (IRA)
  • Life insurance policy
  • Trust
  • Will

Get tips on developing a long-term giving plan in our Resource Center.  

Recently, our president Jane Greenfield sat down with estate planning experts from Vanguard to discuss how to include charitable giving in your estate plan. Click below for the full replay and excerpts from this conversation.
Excerpt - Charitable giving and your estate plan
Excerpt - Estate planning, charitable giving, and your family: Having the conversation
Full replay - Estate planning: More than just a trust

Help your clients prepare their estate
Intent to give: Letter to an executor to name Vanguard Charitable as beneficiary
Pass your values, not taxes