Total charitable impact

 

 


What is a strategic philanthropist?
At their core, a strategic philanthropist is someone who follows a long-term strategic giving plan. This plan includes goals for charitable impact, as well as a budget, investment strategy, and appropriate time horizon that will allow the individual to meet both current and long-term giving objectives.

Beyond the considerations mentioned above, strategic philanthropists must also determine how to efficiently use resources--such as money, other individuals, and giving tools--to reach their charitable goals. This includes making contributions of tax-effective assets, such as appreciated securities, or selecting a giving tool that most closely aligns with their personal preferences and philosophies, among others.

Being a strategic philanthropist is an ongoing process that involves consistent monitoring, evaluating, and, if necessary, adjusting. Below are resources that provide insight on becoming a strategic philanthropist and maintaining your charitable giving plan.

 

Planning

Philanthropists are most effective and successful when their charitable giving reflects their personal philosophies. Planning for philanthropy--including goals, budget, and investment strategy--allows donors to more effectively reach their charitable goals.

  5 best practices for philanthropists
Vanguard Charitable's five vital considerations for philanthropists of all levels.
    Compare giving options
Review the characteristics of a variety of
giving tools available to donors.
             
  Find and focus on your charitable passion Discover how you can find your philanthropic passions and use them to focus your giving
for greater charitable impact.
    A tradition of giving
Learn more about how the tradition of giving is influenced across families and generations.
             
  Invest in philanthropy
A guide to maximizing the potential for tax-free growth when recommending investments with a donor-advised fund.
    Understanding the differences among donor-advised funds
This four part blog series explains how donor-advised funds differ and how these differences can affect your giving.
             
  Estate planning, charitable giving, and your family: Having the conversation
Including your family in the charitable giving conversation is an important part of the planning process. Hear president Jane Greenfield discuss different resources that can make the charitable discussion a comfortable one.
    Charitable giving and your estate plan
Vanguard Charitable President Jane Greenfield and Vanguard experts discuss how to incorporate charitable giving into your estate plan.
             
  Our family's philanthropic plan
Create a mission statement to drive your family's charitable planning.
       
             
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Contributions

Strategic philanthropy is most effective when a donor considers the best time and assets to give. Contributing charitable assets, specifically appreciated assets, can provide both donors and charities with a benefit.

  How to contribute assets
Learn how to contribute a variety of assets to your Vanguard Charitable philanthropic account.
    How to value your contribution
Use this form to assist you with valuing your contribution for tax purposes.
             
  Donating appreciated securities
Discover the benefits of contributing appreciated securities to a donor-advised fund.
    Gifting complex assets
Review Vanguard Charitable's process and requirements for contributing complex assets such as personal property, insurance policies, and non-publicly traded stock.
             
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Investing

Charitable assets contributed to a donor-advised fund have the opportunity to grow tax-free and be invested in a broad range of investment options that span the risk spectrum. Donors can recommend investments that best align with their charitable goals and personal philosophies--increasing their charitable impact.

  Investment overview
Learn about investing charitable assets with Vanguard Charitable, including our investment philosophy, available options, and current and historical net asset values.
    Invest in philanthropy
A guide to maximizing the potential for tax-free growth when recommending investments with a donor-advised fund.
 
  My charitable investments
Use this worksheet to plan your investing strategy, including target asset allocation, monitoring habits, and desired contribution and granting patterns.
    Save to give
Discover how your recommended investments can generate additional charitable impact over time--when invested strategically to reach your long-term charitable goals.
 
  Pay less for philanthropy to give more
Consider the effect of fees on your philanthropy and how you can minimize fees to maximize your charitable impact.
     
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Granting

When you donate to a charity, you are not simply giving money; you are aligning yourself with its mission and values. Pick organizations that fit within your overall strategic giving plans, both in how you identify with the cause and their practicality, and support them using effective granting habits and tactics.

  Granting overview
Learn about granting with Vanguard Charitable, including how to recommend a grant and the benefits of conducting due diligence.
    Effective granting
Review how to tailor and time your giving based on what is important to you, allowing you to set goals, research, and recommend grants to charity more effectively.
 
  Plan to make a difference
Consider the effect of timing on your grant recommendations and learn the granting patterns charities prefer.
    Give without purpose
Discover how to give effectively at year-end--the most active time of year for the majority of nonprofit organizations.
 
  An inside look: 15,330 donors who are giving to charity with a donor-advised fund
Vanguard Charitable reflects on 10 years of granting--analyzing trends in our donors' giving patterns and identifying ways we can all give more.
    Ways to give with a donor-advised fund
This three part blog series explores the multiple ways you can utilize a donor-advised fund to facilitate different giving scenarios.
             
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Legacy

Continue your philanthropy beyond your lifetime by crafting a giving legacy that reflects your charitable values. A giving legacy, laid out in a succession plan, can utilize one strategy or mix and match different options to craft a plan that meets your philanthropic goals.

  Leave a legacy of giving
Review the variety of legacy options supported by donor-advised funds.
    Save to give
Learn how donors can support charities while also growing charitable assets within a philanthropic account--preparing the account to be passed on to heirs.
             
  Involving younger generations in giving
Consider these tips for including heirs of all ages in your charitable giving.
    Charitable giving and your estate plan
Vanguard Charitable President Jane Greenfield and Vanguard experts discuss how to incorporate charitable giving into your estate plan.
             
  Estate planning, charitable giving, and your family: Having the conversation
Including your family in the charitable giving conversation is an important part of the planning process. Hear president Jane Greenfield discuss different resources that can make the charitable discussion a comfortable one.
     
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