Premier account status

We are pleased to offer a higher level of services to support your needs now and as they grow. A dedicated team of specialists, with more than 50 years of collective experience, works exclusively with our Premier donors.

Premier account status

We are pleased to offer a higher level of services to support your needs now and as they grow. A dedicated team of specialists, with more than 50 years of collective experience, works exclusively with our Premier donors.

Premier account status

We are pleased to offer a higher level of services to support your needs now and as they grow. A dedicated team of specialists, with more than 50 years of collective experience, works exclusively with our Premier donors.

Providing personalized support for your unique circumstances, your dedicated team, which includes Chartered Advisor in Philanthropy(R) certified experts, brings the highest level of industry knowledge to address your specific needs.

What are Premier services?

Premier services were created for account holders who seek to create long-term impact with their accounts of $1 million or more. Other account activity and patterns are reviewed prior to approval. Please contact a member of our Premier services team to request a consultation.

  • Lower fees

    Tiered fees based on account balance. The higher the balance, the lower the fees.

  • Low expense ratios

    Access to Vanguard's Institutional and Institutional Plus share class pricing provides low expense ratios.

  • Enhanced contribution consultation

    A team to help with donating complex assets. Customized plans are available.

  • Multifaceted granting services

    International granting, grant agreements with reports, recoverable grants, and electronic grants transfer.

  • Partners in planning

    Thoughtful succession planning with access to our in-house experts, partners, and a dedicated team.

Interested in even lower fees?

We believe in low-cost, high-impact philanthropy. That means we keep our all-in fees low, so you have more to donate to the charities you believe in. Premier accounts enjoy even lower costs, reduced administrative fees, and Vanguard's Institutional and Institutional Plus share class pricing. Contact us today for a consultation.

 

The chart compares two $5 million accounts during the 20-year period. The only difference: One account was assessed Premier account fees and the other, standard accounts fees. After 20 years, the Premier account has the potential to earn over $484K more than a standard account. That's nearly half-a-million dollars more for charity. 

 


 

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Maintenance fee may be applied

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

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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