Total charitable impact

 

Portfolio Builders

Customize a strategic charitable investment portfolio with individual fund options1 to create a unique, personalized approach to your philanthropy.

 

Click each fund to learn more.

 

 

 

Building blocks

Create the basis of your charitable portfolio

Investment fees range from 0.02% to 0.11%2

Cash
Money Market

Vanguard Federal Money Market Fund

Bonds
Short-Term Bond

Vanguard Short-Term Investment Grade Fund

Total Bond

Vanguard Total Bond Market Index Fund3

Total International Bond

Vanguard Total International Bond Market Index Fund4

Stocks
Total Equity

View underlying investments5

Total U.S. Stock

Vanguard Total Stock Market Index Fund6

Total International Stock

Vanguard Total International Stock Index Fund7

     

Balanced funds Utilize these funds for a broad exposure

Investment fees range from 0.05% to 1.61%



 

 

Balanced Index

Vanguard Balanced Index Fund8

Wellington

Vanguard WellingtonTM Fund9

TIFF Multi-Asset Fund

Subject to approval for accounts between $100,000 and $1 million. For more information, please call 888-383-4483.10

 

 

Specific regions Include additional international region exposure to your portfolio

Investment fees range from 0.08% to 0.14%

 

 

European Stock

Vanguard European Stock Index Fund11

Pacific Stock

Vanguard Pacific Stock Index Fund12

Emerging Markets

Vanguard Emerging Markets Index Fund13

 

 

 

 

Other investment options: 

 

Next steps:

 


1The majority of our Portfolio Builders options are made up of one underlying Vanguard mutual fund. The expense ratios are assessed by the underlying funds and vary based on allocation and account status; Vanguard Charitable does not itself charge investment fees. While they may be invested in mutual funds, the investment options are not themselves mutual funds, nor are they publicly traded. They are not available for investment by any individual or organization apart from Vanguard Charitable. As such, prospectuses only exist for the underlying mutual funds, and not for the Vanguard Charitable investment options.

2Standard account expense ratios utilize the Institutional share class of the underlying Vanguard mutual funds when possible. Select account expense ratios utilize the Institutional plus share class of the underlying Vanguard mutual funds where applicable.

3Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index reflects the performance of the Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter.

4Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged: Includes government, government agency, corporate, and securitized non-U.S. investment grade fixed-income investments, all issued in currencies other than the U.S. dollar and with maturities of more than one year.

555% S&P 500 Index, 15% S&P Completion Index, and 30% Spliced Total International Stock Market Index. Spliced Total International Stock Market Index: Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex US IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter.

6Total U.S. Stock benchmark: Spliced Total Stock Market Index reflects the performance of the Dow Jones Wilshire 5000 Index through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter.

7Spliced Total International Stock Market Index reflects the performance of the Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex US IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter.

8Balanced Composite Index: Weighted 60% Dow Jones U.S. Total Stock Market Index (formerly known as the Dow Jones Wilshire 5000 Index) and 40% Lehman Brothers U.S. Aggregate Bond Index through May 31, 2005; 60% MSCI US Broad Market Index and 40% Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; 60% MSCI US Broad Market Index and 40% Bloomberg Barclays U.S. Aggregate Float Adjusted Index through January 14, 2013; and 60% CRSP US Total Market Index and 40% Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter.

9Wellington Composite Index: 65% S&P 500 Index and 35% Lehman U.S. Long Credit AA or Better Bond Index through February 29, 2000; 65% S&P 500 Index and 35% Bloomberg Barclays U.S. Credit A or Better Bond Index thereafter.

101.61% annualized expense ratio for year-ended 12/31/17. The TIFF Multi-Asset Pool is generally available to accounts with ongoing balances over $100,000. Refer to our Policies and guidelines booklet for more information."

11Spliced European Stock Index reflects performance of the MSCI Europe Index through March 26, 2013; FTSE Developed Europe Index through September 30, 2015; and FTSE Developed Europe All Cap Index thereafter.

12Spliced Pacific Stock Index reflects performance of the MSCI Pacific Index through March 26, 2013; FTSE Developed Asia Pacific Index through September 30, 2015; and FTSE Developed Asia Pacific All Cap Index thereafter.

13Spliced Emerging Markets Index reflects performance of the Select Emerging Markets Index through August 23, 2006; the MSCI Emerging Markets Index through January 9, 2013; the FTSE Emerging Transition Index through June 27, 2013; the FTSE Emerging Index through November 1, 2015; the FTSE Emerging Markets All Cap China A Transition Index through September 18, 2016; and the FTSE Emerging Markets All Cap China A Inclusion Index thereafter.

**The potential for risk in Vanguard funds can be categorized in levels from 1 to 5. Knowing the risk level you are comfortable with and the length of time you expect the assets in the philanthropic account to be invested can help you select an appropriate investment recommendation.

Risk level 1 Vanguard funds are classified as conservative if their share prices are expected to remain stable or to fluctuate only slightly. Such funds may be appropriate for the short-term reserves portion of a long-term investment portfolio, or for investors with short-term investment horizons (three years or less).

Risk level 2 Vanguard funds classified as conservative to moderate are subject to low-to-moderate fluctuations in share prices. In general, such funds may be appropriate for investors with medium-term investment horizons (four to ten years).

Risk level 3 Vanguard funds classified as moderate are subject to a moderate degree of fluctuation in share prices. In general, such funds may be appropriate for investors who have a relatively long investment horizon (more than five years).

Risk level 4 Vanguard funds of this type are broadly diversified but are subject to wide fluctuations in share price because they hold virtually all of their assets in common stocks. These funds may be appropriate for investors who have a long-term investment horizon (ten years or longer).

Risk level 5 Vanguard funds classified as aggressive are subject to extremely wide fluctuations in share price. These funds may be appropriate for investors who have a long-term investment horizon (ten years or longer). The unusually high volatility associated with these funds may stem from a number of strategies.

Any Portfolio Builders option can be combined with other Builders, Portfolio Solutions, and Values-Driven Investment options.