Forms and instructional guides
The easiest way to give with Vanguard Charitable is through an online account. In minutes, you can open a new online account or web register an existing account. Discover the benefits of online giving.
This page contains links to downloadable Vanguard Charitable forms related to contributions, grants, and account changes. Please request literature by mail to have paper forms sent directly to you.
- Open a philanthropic account
Open a new philanthropic account with at least $25,000 in assets.
- Make a contribution
Contribute at least $5,000 in assets to an existing philanthropic account.
- Letter of authorization
Authorize a firm to transfer your assets to Vanguard Charitable. A separate Letter of authorization is required for each unique asset type, account registration, and firm.
- Standing letter of authorization
Give Vanguard and/or Vanguard Brokerage Services continuing authority to accept instructions from Vanguard Charitable to transfer assets from a mutual fund and/or a brokerage account. This form requires a notarized signature.
- Contribute to the Sustainable Disaster-Recovery Fund
Contribute to the Sustainable Disaster-Recovery Fund, a field-of-interest fund that supports long-term recovery efforts in areas affected by major disasters.
- Corporate/organization standing certification
Authorize specific individuals to act on your organization's behalf, and to certify donations of assets owned by a corporation, LLP, LLC, private foundation, or other non-individual legal entity.
- Irrevocable stock or bond power
Authorize Vanguard Charitable to deposit shares of certificates received by Vanguard Charitable that are either unsigned or incorrectly endorsed.
- Letter of instruction
Provide cost basis information to Vanguard for specific lot identification.
- Delivery instructions for securities
Provide your broker or firm with these instructions to authorize the electronic transfer of your securities and finalize your contribution to Vanguard Charitable.
- Recommend a grant
Recommend a grant to charity from your philanthropic account.
- Pledge card alternative
Use an "Intent to recommend" card to indicate your intention to recommend a grant to a charity with your philanthropic account.
- Account information update
Change the name of your philanthropic account or account advisors.
- Interested party access
Authorize a family member, successor-advisor, attorney, financial advisor, accountant, or other party to have access to your philanthropic account.
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