Total charitable impact

 

Fees and expenses

Minimize costs, maximize impact

The concept is simple: A penny saved is a penny earned. The less spent on fees and expenses, the more money is available to grant to charity. That is why our cost structure for accounts of $25,000 or more is simple, consisting of two parts--administrative and investment fees--and nothing more.1

Fees and expenses 1

Fees and minimums

We believe in low cost--and high impact--philanthropy. Our minimums and fees were established to ensure we can effectively support all your charitable intentions


Minimums
Open a new account2 $25,000
Additional contribution $5,000
Grant to charity $500
Administrative
fee schedule
Standard account Select account3
First $500K 0.60% 0.60%
Next $500K 0.40% 0.40%
Next $29M - 0.13%
Next $70M - 0.05%
Additional assets over $100M - Contact us

 

Select accounts

Qualifying accounts with ongoing balances of more than $1 million are eligible for Select status and additional benefits, including reduced administrative and investment fees, enhanced service, and a dedicated representative.

Annual all-in fee schedule

Low all-in fees keep more of your charitable dollars working for the causes you care about most. An example of the fee schedule for an account with $750,000 is below.

Fees and expenses 2

Other fees

On certain occasions, we may assess additional fees on individual philanthropic accounts to cover special costs, such as an SEC fee. When possible, fees will be communicated before being assessed. Find out more information about fees in our Policies and guidelines booklet.

 

Philanthropic account fee schedule:
Download a brochure.

 

1Vanguard Charitable does not itself charge investment fees. The expense ratios are assessed by the underlying funds of the Vanguard Charitable investment options and vary per donor based on investment allocation.

2Vanguard Charitable does not itself charge investment fees. The expense ratios are assessed by the underlying funds of the Vanguard Charitable investment options and vary per donor based on investment allocation.

3Select account status is subject to Vanguard Charitable's approval and is based on account balance, activity, and patterns. Most accounts with balances of more than $1 million for at least three months are approved for Select status. Account status is reviewed and approved on a quarterly basis.

4Weighted average expense ratio as of December 31, 2014.