Total charitable impact

 

Values-Driven Investments

Donors seeking a low-cost opportunity to align their charitable investments with personal values and still maintain broad representation of equity markets can now choose from three socially responsible investment options.1 These Vanguard ETFs2 screen investments to exclude stocks of companies in certain industries, such as alcohol, tobacco, weapons, adult entertainment, fossil fuels, gambling, and nuclear power. In addition, companies must meet certain diversity criteria as well as, labor, human rights, anti-corruption, and environmental standards as defined by the United Nations global compact principles. Learn more about Vanguard's ESG investment criteria and selection process.

  Click each investment to learn more.  

ESG U.S. Stock

Expense ratio: 0.12%

Allocation: 100%  Vanguard ESG U.S. Stock ETF 

Suitable for:

Donors with long-range goals interested in a broad U.S.-based equities investment which screens for certain environmental, social, and corporate governance criteria.

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ESG International Stock

Expense ratio: 0.15%

Allocation: 100% Vanguard ESG International Stock ETF

Suitable for:

Donors with long-range goals interested in an equity investment in companies located in developed and emerging markets outside of the United States which is screened for certain environmental, social, and corporate governance criteria.

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ESG Global Equity

Expense ratio: 0.13%

Target Allocation:
70% Vanguard ESG U.S. Stock ETF
30% Vanguard ESG International Stock ETF


Suitable for:

Donors interested in a professionally-rebalanced blend of U.S. and international securities that seek strategies that align with personal values.

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Other investment options: 

 

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The expense ratios are assessed by Vanguard and vary based on allocation and account status; Vanguard Charitable does not itself charge investment fees. While they may be invested in exchange-traded funds (ETF), the investment options are not themselves ETFs, 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 funds, and not for the Vanguard Charitable investment options.

2Underlying funds for the Values-Driven Investment options are Vanguard exchange-traded funds. However, all Vanguard Charitable investment options are traded once daily and pricing is based on the NAV.

3FTSE U.S. All Cap Choice Index

4FTSE Global All Cap ex U.S. Choice Index

5ESG Global Stock Pool Benchmark: Weighted 70% FTSE U.S. All Cap Choice Index and 30% FTSE Global All Cap ex U.S. Choice Index.

**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 Solutions, Portfolio Builders, or Values-Driven Investments option may be combined to create a charitable investment portfolio to meet your short- and long-term giving goals.