| Intent to give

Use this form to notify Vanguard Charitable and the executor of your Will or a designated attorney of your intention to gift a portion of your estate’s assets into a philanthropic account. Gifts may be a bequest from your Will, IRA, 401(k), or other retirement plan, trust, or insurance policy. Deferred gifts require planning and careful execution.

Contact us with questions

or special requests at donorservice@vanguardcharitable.org

To ensure your assets are gifted to Vanguard Charitable, we recommend following two steps.
1. When planning your estate, include in writing your intention to gift a portion of your estate’s assets to Vanguard Charitable.
2. Alert Vanguard Charitable to your intentions by submitting this form.

To finalize the intended gift upon your death, the estate must initiate the contribution of assets into a new or existing philanthropic account and complete all required paperwork.

Read more about planned and deferred giving.

This form is not legally binding and can be amended, changed, or disregarded at any time. Seek the guidance of an advisor when planning your estate or amending estate plans. Retain this document and share with appropriate family members, advisors, and nonprofit
organizations.

If you would like to share additional information or supporting documentation with Vanguard Charitable, please email us at donorservice@vanguardcharitable.org.

Vanguard Charitable philanthropic account name *

Vanguard Charitable philanthropic account number *

Registration Type *

Owner/Trustee/Officer primary first name *

Owner/Trustee/Officer primary last name *

Owner/Trustee/Officer primary Last four of SSN *

Owner/Trustee/Officer primary birthdate *

Owner/Trustee/Officer primary address type *

Owner/Trustee/Officer primary address *

Owner/Trustee/Officer primary phone *

Owner/Trustee/Officer primary email *

Owner/Trustee/Officer secondary first name

Owner/Trustee/Officer secondary last name

Owner/Trustee/Officer secondary last four of SSN

Owner/Trustee/Officer secondary birthdate

Owner/Trustee/Officer secondary address type

Owner/Trustee/Officer secondary address

Owner/Trustee/Officer secondary phone

Owner/Trustee/Officer secondary email

Trust/Organization Name

Taxpayer Identification Number (EIN)

Is Vanguard Charitable designated as the primary or contingent beneficiary of the gift?

Asset Type *

Estimated donation amount *

Custodian/Firm Name *

Custodian/Firm contact name

Custodian/Firm account number *

Custodian/Firm phone number

Custodian/Firm address

Asset Type - 2nd

Estimated donation amount - 2nd *

Custodian/Firm Name - 2nd *

Custodian/Firm contact name - 2nd

Custodian/Firm - account number - 2nd *

Custodian/Firm phone number - 2nd

Custodian/Firm address - 2nd

Asset Type - 3rd

Estimated donation amount - 3rd *

Custodian/Firm Name - 3rd *

Custodian/Firm contact name - 3rd

Custodian/Firm account number - 3rd *

Custodian/Firm phone number - 3rd

Custodian/Firm address - 3rd

Asset Type - 4th

Estimated donation amount - 4th *

Custodian/Firm Name - 4th *

Custodian/Firm contact name - 4th

Custodian/Firm account number - 4th *

Custodian/Firm phone number - 4th

Custodian/Firm address - 4th

Complex Asset Type

Estate/Property, please describe

Please add any additional details you would like to provide here.

Executor First Name *

Executor Last Name *

Executor Phone *

Executor Email *

Executor Date of Birth

Follow your existing succession plan? *

Comments

Naming your donor-advised fund as a beneficiary

Another option for making contributions into your donor-advised fund account at your passing is to name your DAF as a beneficiary for any of a variety of assets you may hold. Depending on the asset, this approach may protect your heirs from substantial tax burdens.

Individual retirement accounts:

Naming your DAF account as a direct beneficiary of your individual retirement accounts at your death can be tax-efficient for your estate and your heirs. In addition, the full amount of the account will benefit the charities of your choice because charities do not pay income tax. (Donating individual retirement accounts during your lifetime leads to unfavorable tax treatment and is generally not worthwhile.

Life insurance policy:

Name a charitable organization as the beneficiary of your life insurance policy and you can remove the death benefit from your taxable estate. The charity will receive the full death benefit with no tax obligation. Vanguard Charitable also accepts life insurance policies donated during one’s lifetime; in this case, the income tax deduction is generally equal to the policy’s cash value.

Charitable trust:

When you designate your DAF account as the charitable beneficiary of a charitable lead or charitable remainder trust, you’ll enjoy the flexibility of implementing a customizable succession plan. This plan can support multiple charities over time through your donor-advised fund, rather than just a single charity.

Instructions for naming your DAF as a beneficiary:

Request a beneficiary form from the bank or entity that administers the asset. In most cases, this can be done online.
Identify Vanguard Charitable as the sole beneficiary or one of many beneficiaries. Include the specific account number for your DAF account (i.e, “for benefit of The ________ Fund, account number _________”).
If asked for the beneficiary’s social security number, you can use Vanguard Charitable’s Employer Identification Number (EIN): 23-2888152.
If asked for the beneficiary’s date of birth, you can use Vanguard Charitable’s date of incorporation: 02/27/1997.
If asked for the beneficiary’s address, you can use Vanguard Charitable’s mailing address: Vanguard Charitable, P.O. Box 9509, Warwick, RI 02889-9509