Fillable Letter to an executor to name Vanguard Charitable (Vanguard Charitable)

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Letter to an executor to name Vanguard Charitable (Vanguard Charitable)

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VCIG 082017
Intent to give :
Letter to an executor to name Vanguard
Charitable as beneficiary
Use this form to notify 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. 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 a copy
of this document. 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.
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.
Contact us with questions
or special requests
888-383-4483
donorservice@vanguardcharitable.org
Return information
Retain this document and share with appropriate
family members, advisors, and nonprofit
organizations. Please also send a copy of this
document 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
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Donor information
Identify all current registered owners of the assets to be donated.
Individuals
Estate of individuals
Trust or organization
Name of trust/organization
Taxpayer Identification Number Trust agreement date mm-dd-yyyy
.
Owner/Trustee/Officer A
Gender
Male
Female
Name salutation, first, middle initial, last
Title at organization
Birth date mm-dd-yyyy Last 4 digits of SSN or PIN Preferred phone
Street address or P.O. box number
City State Zip
Email address
Owner/Trustee/Officer B
Gender
Male
Female
Name salutation, first, middle initial, last
Title at organization
Birth date mm-dd-yyyy Last 4 digits of SSN or PIN Preferred phone
Street address or P.O. box number
City State Zip
Email address
1
A letter to the executor of my estate:
I bequeath the amount and/or property and/or percent of my residuary estate described in Section 2 to Vanguard Charitable
(EIN 23-2888152), a nonprofit organization located in Malvern, Pennsylvania.
}
If you selected Trust or
organization, complete
these fields.
VCIG 082017
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Contribution information
The minimum initial contribution is $25,000, and the minimum additional contribution is $5,000.
Gift type
Bequest under a will or codicil
Distribution from an insurance policy
Distribution from an IRA, 401(k), or other retirement plan
Remember to name Vanguard Charitable as the account beneficiary.
Distribution from a trust
Other
please specify
Estimated donation
Dollar amount
Amount: $
Percentage of estate
Percentage: %
Estimated dollar amount: $
Description of property or assets
Custodian/firm
Name of custodian/firm
Street address or P.O. box number
City State Zip
Preferred phone Firm account number
Contact name if available
2
}
Check all boxes that
apply to the assets you
wish to contribute.
}
Select one option.
VCIG 072018
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Account information
Choose which account will receive the contributed assets.
New account with name
Proposed account name: The Fund
New account without name
Advisors will name the account once an initial gift is made.
Existing account
Account number:
Account name: The Fund
Account activity
The more information you include in your plans, the more effectively your executor can implement your requests.
Consider detailing the following information. If you require extra space, include additional sheets.
Nominate a maximum of two account advisors.
Advisors have ongoing account privileges and access to recommend grants, select investment options,
and revise the succession plan.
Recommend an Endowed Grant Plan.
Complete and return a Recommend an Endowed Grant Plan form.
Select investment options and asset allocation.
Suggest granting patterns.
For example, recommend grants to a specific favorite charity.
Account advisor A
Name salutation, first, middle initial, last Last 4 digits of SSN or PIN
Birth date mm-dd-yyyy Relationship to current advisor(s)
Preferred contact information mail, email, or phone
Account advisor B
Name salutation, first, middle initial, last Last 4 digits of SSN or PIN
Birth date mm-dd-yyyy Relationship to current advisor(s)
Preferred contact information mail, email, or phone
3
4
}
If selected, name
account advisors
below.
© 2017 Vanguard Charitable Endowment Program. All rights reserved.
VCIG 082017
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Letter to an executor to name Vanguard Charitable (Vanguard Charitable)

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Completed 24 April 2021

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