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Cost Calculator

Calculator

Wondering how much you will pay in fees? Try our cost calculator. Here's how: Think of an asset. Estimate the value of that asset in dollars and enter that number into the calculator. Select how you would like to view the results: as an illustration or within your portfolio. You can try different contribution amounts for all types of assets.

Calculator

Investment Fee

The investment fee pays for the management of invested assets to allow for charitable growth. When recommending investments, you can select from a range of optionsacross major asset classes that span the risk spectrum. When invested, charitable assets may compound tax-free, increasing your philanthropic impact over time.

All Investment Options

Investment Fee

All Investment Options

Step 1: What’s the contribution amount in dollars?

Step 2: How would you like to calculate the fees?

Use a sample portfolio to show me an estimated cost.

I’d like to build my own portfolio to estimate the cost.

Footnotes

*This number represents Vanguard Charitable’s investment fee average compared to the industry average fee, which is calculated based on the average expense ratios charged by other donor-advised fund sponsors, according to the most recent publicly available fee schedules.

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To reset your password, please enter your user ID and the email address we have on file. An email message will be sent to you explaining how to reset your password. If you do not get an email message from us, please contact us at donorservice@vanguardcharitable.org.

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Password recovery

Please enter the temporary password and then enter a new password. After confirming the new password, click update password.

Please let us know if you need help.

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Maintenance fee may be applied

Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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You are eligible for special rates

Our premier clients enjoy reduced pricing to further maximize their impact.

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Open a philanthropic account

Opening a charitable giving account takes about 15 minutes.

Thank you for choosing Vanguard Charitable. To open an account, you'll need to have a few informational items nearby for the application process. Grab a pen, something to write on, and then click through the arrows below to get a quick overview of what's to come.

After scrolling through the slider, click the open an account button. The first step is to consent to terms and electronic delivery agreement. This step confirms you understand that all contributed assets are property of Vanguard Charitable, a 501(c)(3) nonprofit organization independent of Vanguard. Once the account is opened, it can only be accessed through this website or by a Vanguard Charitable representative.

When you reach the end of the open an account process, be sure to review your information, sign electronically, and print a copy for your records.

Before you start, scroll through the slider to get familiar with:

Accounts
Investments
Grants
Account Management

Accounts

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:

Names
Contact information
Birth dates

Investments

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.

Grants

The minimum grant amount is $500. Grants, given anonymously or with name recognition, can be recommended to eligible 501(c)(3) nonprofits in good standing with the IRS. Whether you recommend one-time grants or set up recurring grants, we take care of the due diligence to ensure you get the tax-deduction.

Account Management

You will be asked to add account advisors and interested parties who can help you manage the account.

Now that you've completed the overview and grabbed the items you need, click the Open an Account button and get ready to experience the value in giving with the most convenient, cost effective, and impactful donor-advised fund.

Send us a message

Interested in opening an account, discussing a contribution or learning more about Vanguard Charitable? Use the form below, click Submit, and we’ll be in touch soon. Don’t forget to visit our FAQs for quick answers to frequently asked questions.

Note: * means field is required

First Name*

Last Name*

Phone (Optional)

Email*

Are you a current Vanguard Charitable client?*

Estimated Initial Contribution*

Topics you want to discuss (Optional)

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You have successfully submitted your request for assistance. We will get back to you within 2 - 3 business days.

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Do you have questions or need additional information? Please complete the form and someone will be in touch as soon as possible. Would you like to learn more about our donor-advised fund, go here.

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