Fillable Establish a succession plan Contact us with questions (Vanguard Charitable)

Fill Online, Printable, Fillable, Blank Establish a succession plan Contact us with questions (Vanguard Charitable) Form

Use Fill to complete blank online VANGUARD CHARITABLE pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

Establish a succession plan Contact us with questions (Vanguard Charitable)

On average this form takes 15 minutes to complete

The Establish a succession plan Contact us with questions (Vanguard Charitable) form is 4 pages long and contains:

  • 0 signatures
  • 17 check-boxes
  • 51 other fields

Country of origin: US
File type: PDF

Use our library of forms to quickly fill and sign your Vanguard Charitable forms online.

BROWSE VANGUARD CHARITABLE FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
1 of 4
VCSP 082017
Form continues on next page
Account information
Account number
A
Account name
The Fund
1
Establish a
succession plan
Use this form to craft or change a succession plan for your account. A
succession plan details what will happen to your account when all current
account advisors are unable or unwilling to manage account processes.
If you do not select a succession plan, remaining account assets will be
transferred to The Philanthropic Impact Fund.
If you require extra space, include additional sheets. Please do not staple.
For more information, refer to our Policies and guidelines booklet.
Contact us
with questions
888-383-4483
donorservice@vanguardcharitable.org
3 Succession plan
Select any combination of succession options and assign a percentage of your account’s remaining assets. If a
succession plan is not in effect, remaining account assets will be transferred to The Philanthropic Impact Fund.
Option 1: Pass current account privileges to others.
Retain the assets in your account and appoint up to two successor-advisors.
%
Option 2: Create new accounts.
Divide account assets equally and create one or more new accounts, each with up to
two successor-advisors. The minimum initial amount for each account is $25,000.
%
Option 3: Recommend final grants to charity.
Recommend one or more charities receive a final, lump-sum grant from your
account. All grants are subject to review and approval at the time the succession plan
is enacted.
%
Option 4: Establish recurring grants with an Endowed Grant Plan.
Recommend recurring grants based on a percentage of the account’s balance.
This option is not in effect until Vanguard Charitable receives a completed Recommend
an Endowed Grant Plan form, which is available at vanguardcharitable.org/forms.
%
Option 5: Transfer assets to The Philanthropic Impact Fund.
The Philanthropic Impact Fund is managed by our board of trustees and used to grant
to a variety of charitable causes.
%
Total
100 %
If checked, complete
Section 2a.
If checked, complete
Section 2b.
If checked, complete
a Recommend an
Endowed Grant Plan
form.
}
}
}
2
}
Total must
equal 100%.
Clear all
Print
2 of 4 Form continues on next page
If you selected Option 1 or Option 2 as a succession plan, name successor-advisors here.
Successor-advisors cannot be current advisors on the same account. At least one successor-
advisor must be the age of majority at the time the succession plan is enacted.
Successor-advisor A
Gender
Male
Female
Name salutation, first, middle initial, last
Title if applicable
Birth date mm-dd-yyyy Preferred phone
Street address or P.O. box number
City State Zip
Email address
Relationship to current account advisors
Successor-advisor B
Gender
Male
Female
Name salutation, first, middle initial, last
Title if applicable
Birth date mm-dd-yyyy Preferred phone
Street address or P.O. box number
City State Zip
Email address
Relationship to current account advisors
2a. Successor-advisors
VCSP 082017
3 of 4 Form continues on next page
If you selected Option 3 as a succession plan, name nonprofit organizations here. To nominate
more than two charities, include additional sheets, signed and dated.
Organization A
%
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Preferred phone Web address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
Organization B
%
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Preferred phone Web address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
}
Specify the percentage to be
granted to this charity.
}
Specify the percentage to be
granted to this charity.
2b. Nonprofit organizations
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
VCSP 082017
4 of 4© 2017 Vanguard Charitable Endowment Program. All rights reserved.
Required signatures
By signing below, I confirm that the succession plan indicated in Section 2 represents my wishes for the administration
of the account when all current account advisors are no longer willing or able to serve. I understand Vanguard
Charitable remains the sole owner of and has full discretion over the account. I acknowledge that I have read and agree
to abide by the terms and conditions set forth in Vanguard Charitable’s Policies and guidelines booklet.
In addition, I certify on behalf of all authorized parties on this account that:
• no individual(s) will receive any impermissible benefit in connection with a grant. This includes, but is not limited
to, tickets or admission to events, museums or sporting events, goods at charitable auctions, dues, and tuition. This
also includes goods or services that, if rendered or received in exchange for a donation, would reduce the donor’s
charitable deduction.
• no individual(s) will claim a charitable deduction for grants made by Vanguard Charitable, even if the recipient
charity sends a receipt.
• a grant will not fulfill a legally binding pledge. A pledge is a promise to make a gift. If you are not sure if you have a
legally binding commitment in place, please contact Vanguard Charitable.
• a grant will not support a scholarship where any donor, account advisor, or interested party on this Vanguard
Charitable account has a role in selecting the recipient(s) of the scholarship, or where any donor, account advisor,
or interested party on the account or anyone related to any such donor, account advisor, or interested party is an
eligible recipient. I understand that all grants to support a scholarship are subject to the control and discretion of the
recipient organization.
• a grant will not support a specific mission, missionary project, or named missionary who is related to me or
any other donor, account advisor, or interested party to this account. I understand that all grants to support a
specific mission, missionary project, or named missionary are subject to the control and discretion of the recipient
organization.
• if a grant is for a supporting organization, neither I nor any other authorized parties on the account, nor any parties
related to me, or to any other authorized parties on the account, directly or indirectly control any supported
organization of the recommended grant recipient.
Account advisor A
Name first, middle initial, last
Signature
X
Date mm-dd-yyyy
Account advisor B if applicable
Name first, middle initial, last
Signature
X
Date mm-dd-yyyy
}
All account advisors
must sign here.
3
Return information
Return this form and required
documentation to Vanguard Charitable.
Email: donorservice@vanguardcharitable.org
We recommend encrypting the form and
sharing the password separately.
Fax: 866-485-9414
Mail: P.O. Box 9509
Warwick, RI 02889-9509
VCSP 082017
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

Establish a succession plan Contact us with questions (Vanguard Charitable)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 24 April 2021

Message

View Audit Log
Print With Audit Log
Duplicate Document