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Giving Matters blog

The Giving Matters blog is a way for our leadership team to share their perspectives on trends in philanthropy, charitable planning strategies, and more.

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Greg Murray's picture

Advisor to Advisor: How to have the charitable conversation

June 28, 2019

You learned what your clients aren't telling you in the first installment of our Advisor to Advisor series. But what are the best ways to broach the topic of charitable giving? More than 70% of HNW clients indicate that discussing charitable giving with their advisors is important to them. Talking to your clients about their philanthropy is an excellent way to get to know them better and deepen your relationship.

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Vanguard Charitable's picture

Charitable Strategies part three | Find and focus on your charitable passion

June 12, 2019

In part two of our charitable strategies series, we examined two giving scenarios to evaluate the best time to donate for your giving goals. In this segment, we’ll help you find and focus in on your charitable passions so that you can create a plan to achieve your giving goals.

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Vanguard Charitable's picture

Charitable strategies part two | Plan to make a difference

May 28, 2019

As a donor, you may decide you want to recommend $10,000 to charity. Is it better to give that as a one-time lump sum or should you schedule smaller grants over a multi-year period?

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Vanguard Charitable's picture

How donor-advised funds can help charities during a recession

May 16, 2019

In an economic downturn, charities can face a double whammy: higher need and fewer donations. A new study by H. Daniel Heist and Danielle Vance-McMullen indicates that donor-advised funds (DAFs), like those sponsored by Vanguard Charitable, may help address this problem. Evidence suggests that donor-advised funds, unlike other charitable giving tools, continue to support charity at roughly the same rate during recessions, providing nonprofits with a much-needed boost. This approach to giving highlights both the long-term potential of a DAF and the flexibility of the tool, which allows donors to adapt to changing events and the ongoing needs of charities. 

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Greg Murray's picture

Advisor to Advisor: What are your clients not telling you?

April 25, 2019

While many professional advisors find that having the charitable conversation with their clients deepens the relationship, surveys of advisors and clients demonstrate that advisors and clients are not always on the same page.

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Vanguard Charitable's picture

Charitable strategies part one | Pay less to give more

April 15, 2019

It’s counterintuitive to spend money to give money away, but giving tools can be helpful for managing your philanthropy and making your giving more effective. In part one of our series, we will dive deep into how you can make the greatest impact on your charitable giving by using cost-saving tools.

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Sean Gordon's picture

Maximizing your charitable giving by minimizing costs

March 29, 2019

Cost matters -- in investing and in charitable giving. When evaluating charitable giving options, the more money spent on fees, the less that's available for charity.

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Rebecca Moffett's picture

Richer than a millionaire—a conversation with a Vanguard Charitable donor

January 08, 2019

Our donors are doing incredible work across the country and the globe. From time to time, we're fortunate to speak in depth with donors about what drives them. I'm happy to present an interview with Vanguard Charitable donor William D. Danko, Ph.D, co-author of The Millionaire Next Door and Richer Than A Millionaire ~A Pathway to True Prosperity.

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Sean Gordon's picture

The giving conversation: Involving the next generation in philanthropy

December 31, 2018

Anecdotally, we know that our donors have a strong desire to include their children and grandchildren in their philanthropy, in the hope that they inspire future generations. But to be effective, it may be just as important to "walk the walk" rather than just "talk the talk."

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Carla Ries's picture

What you gain from giving

November 28, 2018

I have been at Vanguard Charitable for over ten years, and in my current leading our Operations team I am fortunate to have a front row seat to our donors' giving experiences. With the "giving season" about to be in full swing, I see and hear on a day-to-day basis the joy and fulfillment our donors get from their charitable work.

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