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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
Retain this document and share with appropriate
family members, advisors, and nonproﬁt
organizations. Please also send a copy of this
document to Vanguard Charitable.
We recommend encrypting the form and
sharing the password separately.
Mail: P.O. Box 9509
Warwick, RI 02889-9509