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Our philanthropic accounts allow you to recommend investments, watch your charitable assets grow, and grant more to charity over time–all without sacrificing any tax benefits. In addition, assets invested by Vanguard Charitable grow tax-free, leaving you with more dollars to grant to your favorite charities.1
As a Vanguard Charitable account holder, you secure access to a broad range of investment options spanning major asset classes, as well as domestic and international markets, allowing you to tailor your investment strategy to your risk tolerance, desired time horizon, and giving objectives. The result of a good investment? A greater charitable impact.
Our donors’ accounts benefit from the stewardship of Vanguard, the largest mutual fund company in the world. Although we are separate entities, Vanguard Charitable is strongly aligned with Vanguard’s principled investment philosophy, including its commitment to low costs, diversification, and long-term planning.
A client-owned firm, Vanguard has a proven history of reducing expense ratios. We are the only donor-advised fund that can extend the direct benefits of Vanguard’s at-cost investments to you; when you invest your philanthropic account in any pool featuring underlying Vanguard mutual funds, we pass these savings directly on to you.
We even provide additional pricing discounts, offering Admiral share class pricing to Standard accounts and Institutional share class pricing to Select accounts.2 Because of these lower fees, when compared against typical industry pricing, a million-dollar investment in 2007 in Vanguard Charitable’s Growth pool would have returned an extra $10,000 in the first year, and would have saved a total of $177,000 over ten years.3 We keep more of your charitable dollars working for the causes you care about most.
For qualifying Select donors, we also offer exclusive access to The Investment Fund for Foundations (TIFF) Multi-Asset Fund, an investment option traditionally reserved for foundations and endowments. This actively managed fund gives individuals the special opportunity to recommend a long-term investment with a broader range of asset classes than are typically available in other funds. Learn more.
You may recommend exchanges at any time. While we do not encourage timing the market, we do understand an occasional reallocation may better diversify your account and help you achieve your long-term philanthropic goals.
1 All investments are subject to risk. Diversification does not ensure growth or protect against a loss in a declining market.
2 Select 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. All other accounts are considered Standard. Admiral and Institutional are share classes at Vanguard. Each share class has varying operating expenses and account minimums, which are reflected in their respective fees.
3 Savings calculated by comparing fees and investment performance data for Vanguard Charitable’s Growth pool and Schwab Charitable’s Growth pool between December 1, 2007 and December 1, 2017.