We can be named beneficiary for the following:
- Qualified retirement plan/401k
- Individual retirement account (IRA)
- Life insurance policy
Another consideration for your DAF is legacy planning. A giving legacy, laid out in a succession plan, is an effective way to ensure assets in your account continue to fulfill your giving goals.
Prepare your estate
If you decided to name Vanguard Charitable as a beneficiary, please use the "Intent to give" letter below. Use this letter to notify your attorney or executor of your intention to gift assets to a charitable giving account.
Maintenance fee may be applied
Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.