Vanguard Charitable’s thought leadership and resources can help you incorporate charitable planning into your clients’ overall financial plans and complement your other materials to be useful in your client conversations.


Common charitable giving terms

Charitable giving glossary

Strategic philanthropy

5 best practices for philanthropists

5 best practices summary

Save to give

Find and focus on your charitable passion

Amplify the money you give: A TED talk through the Center for High Impact Philanthropy

Charitable gifts of noncash assets

Charitable giving: Three steps to a successful plan

The joy of charitable giving: Strategies and opportunities

Tax planning

Types of charitable assets

Types of charitable giving tools

Giving tools flow chart

Crafting a charitable plan

Create your charitable plan worksheet

Our family's philanthropic plan worksheet

Legacy planning

Craft your giving legacy

Involving the family

Involving family in philanthropy worksheet

Our family's philanthropic plan worksheet

A tradition of giving

Charitable giving tools

Compare giving options

Types of giving tools

Giving tools flow chart

Pairing a private foundation and donor-advised fund

Vanguard Charitable at a glance

Types of charitable assets for contributions

Types of charitable assets

Contribute complex assets

Donating complex assets: Personal property

Donating complex assets: Insurance policy

Donating complex assets: Non-public stock


Invest in philanthropy

Pay less for philanthropy to give more

My charitable investments worksheet

Effective granting

Effective granting

Plan to make a difference

An inside look at granting trends at Vanguard Charitable

Charity research tools and connecting donors with causes

Charity Navigator





America's Best Charities

Independent Sector Charting Impact

Excellence in Giving

Philanthropy Action



Information and news about philanthropy

Better Business Bureau's Wise Giving Alliance

Council on Foundations

Chronicle of Philanthropy

Forum of Regional Associations of Grantmakers

Generosity for Life

Giving Compass

Lilly Family School of Philanthropy

The Center for High Impact Philanthropy

The Stanford Effective Philanthropy Lab

Vanguard Charitable

Vanguard Charitable at a glance

Manage your account online

Vanguard Charitable policies and guidelines

Vanguard Charitable 2018 annual report

Vanguard Charitable IRS Form 990

Vanguard Charitable financial statements