Fillable Form 1: Recommend an Endowed Grant Plan Account (Vanguard Charitable)

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Form 1: Recommend an Endowed Grant Plan Account (Vanguard Charitable)

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  • 46 check-boxes
  • 106 other fields

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1 of 8
VEGP 102018
Form continues on next page
Account number
A
Account name
The Fund
1
Recommend an
Endowed Grant Plan
Use this form to recommend a new or updated Endowed Grant Plan
(EGP) as part of the succession plan for your philanthropic account.
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
or special requests
888-383-4483
donorservice@vanguardcharitable.org
If checked, select
investment options
below.
If an investment option is unavailable when the plan is enacted, Vanguard Charitable will allocate assets to options that most
closely resemble your original selection. Unless specied otherwise, Vanguard Charitable will use a weighted allocation to
fund all grants.
}
2
Retain account’s current allocation when plan is enacted
Reallocate account’s investment options when plan is enacted
Investment allocation
}
Total must
equal 100%.
Income
%
Conservative Growth
%
Moderate Growth
%
Growth
%
Money Market
%
Short-Term Bond
%
Total Bond
%
Total International Bond
%
Total Equity
%
Total U.S. Stock
%
Total International Stock
%
Balanced Index
%
Wellington
%
European Stock
%
Pacic Stock
%
Emerging Markets Stock
%
ESG U.S. Stock
%
ESG International Stock
%
ESG Global Stock
%
Account information
}
Portfolio Solutions
Investment Options
}
Portfolio Builders
Investment Options
}
Value-Driven
Investment Options
Clear all
Print
Recommend annual grants
The minimum grant amount is $500.
Nonprot organization A
Timing and amount
Annual percentage of account balance
Percentage: %
Month in which annual grant will be issued
Cannot be November or December due to seasonal transaction volumes. If no month is selected, April
will be used as a default.
Month:
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Web address
Charity contact
Primary contact rst and last name
Primary contact title
Preferred phone Email address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
2 of 8
Form continues on next page
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
}
An EGP must grant at
least 5% of the account
balance annually. The
distribution can be
divided among multiple
charities.
3
}
Enter the name of
an individual at the
charity who can
answer questions
about the grant.
VEGP 102018
Nonprot organization B
Timing and amount
Annual percentage of account balance
Percentage: %
Month in which annual grant will be issued
Cannot be November or December due to seasonal transaction volumes. If no month is selected, April
will be used as a default.
Month:
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Web address
Charity contact
Primary contact rst and last name
Primary contact title
Preferred phone Email address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
3 of 8
Form continues on next page
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
}
An EGP must grant at
least 5% of the account
balance annually. The
distribution can be
divided among multiple
charities.
}
Enter the name of
an individual at the
charity who can
answer questions
about the grant.
VEGP 102018
Nonprot organization C
Timing and amount
Annual percentage of account balance
Percentage: %
Month in which annual grant will be issued
Cannot be November or December due to seasonal transaction volumes. If no month is selected, April
will be used as a default.
Month:
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Web address
Charity contact
Primary contact rst and last name
Primary contact title
Preferred phone Email address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
4 of 8
Form continues on next page
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
}
An EGP must grant at
least 5% of the account
balance annually. The
distribution can be
divided among multiple
charities.
}
Enter the name of
an individual at the
charity who can
answer questions
about the grant.
VEGP 102018
Nonprot organization D
Timing and amount
Annual percentage of account balance
Percentage: %
Month in which annual grant will be issued
Cannot be November or December due to seasonal transaction volumes. If no month is selected, April
will be used as a default.
Month:
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Web address
Charity contact
Primary contact rst and last name
Primary contact title
Preferred phone Email address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
5 of 8
Form continues on next page
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
}
An EGP must grant at
least 5% of the account
balance annually. The
distribution can be
divided among multiple
charities.
}
Enter the name of
an individual at the
charity who can
answer questions
about the grant.
VEGP 102018
Nonprot organization E
Timing and amount
Annual percentage of account balance
Percentage: %
Month in which annual grant will be issued
Cannot be November or December due to seasonal transaction volumes. If no month is selected, April
will be used as a default.
Month:
Charity information
Charity legal name EIN if available
Street address or P.O. box number
City State Zip
Web address
Charity contact
Primary contact rst and last name
Primary contact title
Preferred phone Email address
Grant purpose
General operating expenses
Other:
Grant recognition
Account name only
No contact information
Anonymous
No identifying or contact information
6 of 8
Form continues on next page
}
Grants are made payable
to charity’s legal name,
which may differ from its
common name.
}
An EGP must grant at
least 5% of the account
balance annually. The
distribution can be
divided among multiple
charities.
}
Enter the name of
an individual at the
charity who can
answer questions
about the grant.
VEGP 102018
Plan term
If the balance cannot support $500 grants, the remaining assets will be granted to the charities in proportion to the
percentages in Section 3.
Continue granting as long as the account balance can support $500 grants.
Continue granting for a set number of years after the plan is enacted. Vanguard
Charitable will contact you about a granting schedule.
Number of years:
Charity ineligibility
Option 1: Reallocate grants among other named charities.
Option 2: Select from a list of alternative charities provided by the account advisors.
(Include with this form a list, signed and dated, of secondary charities.)
Option 3: Distribute the grant to Vanguard Charitable’s Philanthropic Impact Fund.
Activity notication
Nominate one individual to receive annual statements about granting activity. When the EGP is enacted, this individual
will receive a letter explaining the plan, and if permitted, the option to name a successor. This individual will not have
authority to act on the account or change the plan.
Name salutation, rst, middle initial, last
Relationship to current advisors
Street address or P.O. box number
City State Zip
Preferred phone Email address
Is this individual permitted to nominate a successor to receive annual statements?
Yes
No
7 of 8 Form continues on next page
}
Select one way grants will
be distributed if a named
charity no longer exists.
}
The minimum EGP
term is 5 years.
4
5
6
VEGP 102018
8 of 8© 2018 Vanguard Charitable Endowment Program. All rights reserved.
Required signatures
By signing below, I certify on behalf of all authorized parties on this account that:
• no individual(s) will receive any impermissible benet in connection with this recommended 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
organization sends a receipt.
• the grant will not fulll 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.
• the 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.
• the grant will not support a specic 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
specic mission, missionary project, or named missionary are subject to the control and discretion of the recipient
organization.
• if the recommended 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.
• I have read and agree to Vanguard Charitable’s Policies and guidelines booklet and understand that each grant issued
from the EGP is subject to Vanguard Charitable’s terms and policies at the time the grant is scheduled to be issued.
Account advisor A
Name rst, middle initial, last
Signature
X
Date mm-dd-yyyy
Account advisor B if applicable
Name rst, middle initial, last
Signature
X
Date mm-dd-yyyy
}
All account advisors
must sign here.
7
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
VEGP 102018
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Form 1: Recommend an Endowed Grant Plan Account (Vanguard Charitable)

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Completed 24 April 2021

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