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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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Open a philanthropic account
Opening a charitable giving account takes about 15 minutes.
Before you start, scroll through the slider to get familiar with:
- Account Management
To open an account, you will need:
- Your email address
- Your social security number or personal identification number
- An account name
For individuals associated with this account, you will need:
- Contact information
- Birth dates
You can choose from low-cost, high-quality investments, backed by Vanguard, that help grow contributions tax free:
- Portfolio Solutions: Straightforward, pre-allocated investments with professional rebalancing.
- Portfolio Builders: Funds across risk and asset classes to create custom investments.
- Values-driven Investments: Socially responsible investment options.
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