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Last Name

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Do you have an existing Vanguard Charitable donor-advised fund? Yes, I have an existing fund No, but I want to learn more No, I work for a nonprofit

Enter your Vanguard Charitable philanthropic account number

What topic do you want to discuss? Accessing or updating my account online Locating my tax or other account documents Granting funds to charity Contributing funds into my account Investment options and exchanges Legacy planning and planned giving Other

What is your estimated initial contribution $10M + $5M - $9.9M $1M - $4.9M $500K - $999K $100K - $499K $99K or less Unknown

What topic do you want to discuss? General Charitable Consultation Estate Planning Compliment or dissolve a private foundation Transfer from outside Donor Advised Fund Other

Enter your taxpayer identification number (EIN)

Organization legal name

What topic do you want to discuss? Updating my organization’s contact information or address I’m expecting a grant check that I believe may be missing or delayed I have questions about my organization’s grant delivery method Other

Please tell us more.

Are you a current Vanguard client? Yes No N/A

Do you give Vanguard Charitable permission to discuss your account with Vanguard, if needed? Yes No

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