Family, friends, heirs, or even Vanguard Charitable may be named as an advisor to the account. If you are interested in adding Vanguard Charitable as a beneficiary to your estate, let us know.

We can be named beneficiary for the following:

  • Qualified retirement plan/401k
  • Individual retirement account (IRA)
  • Life insurance policy
  • Trust
  • Will

Legacy Options

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.

1 Individual circumstances may vary. Consult a tax advisor for advice on how best to manage your individual situation.


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Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.


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