Fillable SDRF 2017 Kit

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SDRF 2017 Kit

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  • 16 check-boxes
  • 110 other fields

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Sustainable
Disaster-Relief Fund
Donating
to the SDRF
Donors can support the SDRF through gifts of checks, wires, securities, mutual funds,
and IRA distributions totaling at least $5,000. (Hedge fund, restricted stock, and private
equity gifts are also accepted and may require higher minimums.)
IRA owners age 70½ and older may satisfy their IRA’s Required Minimum Distribution
(RMD) by contributing IRA assets directly to a charity. When the charitable rollover
provision is in effect, these contributions, up to $100,000 per year, will not count as
income and can be transferred to charities tax-free. (The SDRF qualifies as a recipient
for these tax-free transfers because it is a field-of-interest fund, not a donor-advised fund.)
When the provision is not in effect (or for donors younger than 70½), charitable gifts may
still be made from an IRA—but they are reported as taxable income and the gift to charity
is eligible for a tax deduction, just as if the donor had gifted cash. Potential donors should
check current IRS guidelines and consult their IRA account provider before making
distributions directly to charities.
To donate, complete the Contribute to the Sustainable Disaster-Relief Fund form.
Granting
from the SDRF
Communities affected by natural disasters, such as hurricanes, fire, or tornadoes, need financial support for months
and years following a tragedy, long after media coverage has waned. The Sustainable Disaster-Relief Fund (SDRF) is a
field-of-interest fund that offers Vanguard Charitable donors the collective ability to support recovery efforts and provide
enduring assistance to areas impacted by a major disaster.
* The SDRF does not accept recommendations for grant recipients from donors or charities.
© 2017 Vanguard Charitable Endowment Program. All rights reserved. VSDRF 112017
For more information, visit vanguardcharitable.org/SDRF
Grants made from the SDRF are researched by staff and approved each year by Vanguard
Charitable’s board of trustees.* At least 5% of the fund is granted annually to support
recovery efforts.
Past recipients have included Save the Children’s U.S. Emergencies Fund, Architecture
for Humanity’s National Resilience Program, United Way organizations in disaster-afflicted
areas of the United States, and Cooperative for Assistance and Relief Everywhere.
1 of 5 Form continues on next page
Donor information
Identify all registered owners of the assets being donated. All individual owners, joint owners, trustees, and/or
co-trustees must be represented.
Trust or Organization
Individual
Name of Trust/Organization
Taxpayer Identification Number last 4 digits 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
}
If you selected
Individual, do not
complete these fields.
A current Corporate/
organization standing
certification must be
submitted or on file at
Vanguard Charitable.
}
Vanguard Charitable
will send a tax
substantiation letter
to this address.
1
Contribute to the Sustainable
Disaster-Relief Fund
Use this form to contribute to the Sustainable Disaster-Relief Fund, a
field-of-interest fund that supports recovery efforts in areas affected by
major disasters. Grants from the fund are recommended by Vanguard
Charitable’s board of trustees.
Contact us
with questions
888-383-4483
donorservice@vanguardcharitable.org
SDIRA 112017
}
Vanguard Charitable
will send a tax
substantiation letter
to this address.
Clear all
Print
2 of 6 Form continues on next page
Contribution type
The minimum contribution to the Sustainable Disaster-Relief Fund is $5,000.
Vanguard mutual fund held at The Vanguard Group, Inc. (Vanguard) and/or Vanguard
Brokerage Services (VBS)
Sign this form to authorize the transfer of Vanguard fund shares. Review section 6 if assets are more
than $2 million.
Security held at Vanguard Brokerage Services (other than a Vanguard mutual fund)
Sign this form to authorize the transfer of securities held in a VBS account. Review section 6 if assets
are more than $2 million.
Vanguard brokerage money market settlement fund
Shares of the money market settlement fund will be liquidated and transferred as cash from your
Vanguard Brokerage Account.
Mutual fund held outside Vanguard or Vanguard Brokerage Services
Send a completed Letter of authorization form with a Medallion signature guarantee and an account
statement less than 90 days old from your current institution.
Security held outside Vanguard Brokerage Services
Contact the broker or firm holding your securities and provide transfer instructions.
• Receiving firm: Vanguard Brokerage Services
• Vanguard Charitable brokerage account number: 76580331
• DTC clearing number: 0062
• Further credit to: [Your Vanguard Charitable account number and name]
Stock certificate
Send a completed Letter of authorization form with a Medallion signature guarantee, and properly
endorse the certificate.
• Write “Vanguard Brokerage Services” between the words “appoint” and “attorney” on the back
of each certificate.
• Fill in the current date and sign your name exactly as it appears on the front of the certificate.
All registered owners must sign in the presence of an authorizing officer.
• Obtain a Medallion signature guarantee.
Check
Make payable to Vanguard Charitable Endowment Program.
Check from an IRA
Request that the check includes your name and contact information and is made payable to Vanguard
Charitable Endowment Program.
• Total contributions from an IRA cannot exceed $100,000 in any one year.
Wire
Provide your bank with wiring instructions.
• Wire to: FRB ABA 011001234 - Mellon Bank, 500 Grant Street, Pittsburgh, PA 15258
• For credit to: Account 0724947 - Vanguard Charitable Endowment Program
}
If checked, complete
Section 2a.
}
If checked, complete
Section 2b.
}
If checked, complete
Section 2c.
}
If checked, complete
Section 2e.
}
If checked, complete
Section 2f.
2
SDIRA 112017
}
If checked, complete
Section 2d.
3 of 6 Form continues on next page
SDIRA 112017
Account
number
Fund
name
Ticker
symbol
Number of
shares or “All”
Specific ID cost basis method only
Account number
Security/fund name Ticker symbol
Number of shares Date shares acquired Purchase price per share
Lot 1
$
Lot 2
$
Lot 3
$
Note: If you prefer to use specific identification for this transaction, but your account is using
the average cost basis method, either by your affirmative election or Vanguard’s default, you
must change your cost basis method to specific identification in writing. Contact Vanguard for
more information.
2a. Vanguard mutual fund held at Vanguard or Vanguard Brokerage Services
}
To specify lots,
complete these fields
and enter shares below.
}
To specify lots,
complete these fields
and the fields above.
For additional lots,
attach extra paper
signed at dated by all
registered owners.
These pages should
include the following:
account number, fund
name, and date shares
acquired.
Account
number
Security/fund
name
Ticker
symbol
Number of
shares or “All”
Approximate
value
$
$
$
Specific ID cost basis method only
Account number
Security/fund name Ticker symbol
Number of shares Date shares acquired Purchase price per share
Lot 1
$
Lot 2
$
Lot 3
$
Note: If you prefer to use specific identification for this transaction, but your account is using
First In, First Out (FIFO) cost basis method, either by your affirmative election or Vanguard’s
default, you must change your cost basis method to specific identification in writing. Contact
Vanguard for more information.
2b. Security held at Vanguard Brokerage Services (i.e. stock, bond, ETF, non-Vanguard mutual fund)
}
To specify lots,
complete these fields
and enter shares below.
}
To specify lots,
complete these fields
and the fields above.
For additional lots,
attach extra paper
signed at dated by all
registered owners.
These pages should
include the following:
account number, fund
name, and date shares
acquired.
Dollar amount
$
Approximate send date mm-dd-yyyy
Name of IRA trustee or administrator if applicable
Organization name if applicable
}
If this is a grant
from another
charitable
organization,
enter the name.
2f. Check, check from an IRA, or wire
SDIRA 112017
4 of 6 Form continues on next page
Security/fund
name
Ticker
symbol
Number of
shares
Approximate
value
$
$
$
Security/fund
name
Ticker
symbol
Number of
shares
Approximate
value
$
$
$
2d. Security or mutual fund held outside Vanguard or Vanguard Brokerage Services
2e. Stock certificate
}
Contribution will be
processed based on
number of shares, not
approximate value.
}
8-digit Vanguard
Brokerage Account
number.
}
Contribution will be
processed based on
number of shares, not
approximate value.
Account number
Dollar amount
$
2c. Vanguard brokerage money market settlement fund
5 of 6 Form continues on next page
Required signatures
By signing below, I authorize the transfer of the assets described in Section 2 to Vanguard Charitable. I acknowledge
that my gift of the property described in Section 2 will be irrevocable and unconditional when received and accepted as
a gift to the Sustainable Disaster-Relief Fund at Vanguard Charitable. I acknowledge that once funds have been donated
to the Sustainable Disaster-Relief Fund, Vanguard Charitable’s board of trustees has sole discretion over those funds.
Donors who support the mission of the Sustainable Disaster-Relief Fund may contribute to it but have no authority
regarding the allocation of its assets and may not recommend grants from the Sustainable Disaster-Relief Fund.
If a Medallion signature guarantee is required for your contribution, do not sign unless you are in the presence of an
authorizing officer.
Signature of owner/trustee/officer A
X
Date mm-dd-yyyy
Signature of owner/trustee/officer B
X
Date mm-dd-yyyy
}
All owners/trustees/
officers named in
Section 1 must sign.
3
SDIRA 112017
Authentication
Additional authentication is required if you are contributing assets valued at $2 million or more at Vanguard.
Authentication for these assets must be completed using one of the following:
(1) Vanguard voice verification™ or
(2) Signature guarantee, or
(3) Medallion signature guarantee.
A Medallion signature guarantee is required if you are contributing:
(1) stock certificates, or
(2) mutual fund shares held outside Vanguard
If you are using a Signature guarantee or Medallion signature guarantee, complete Section 5.
4
Check this box if you intend to use Vanguard voice verification in lieu of signature
guarantee. However, you must be enrolled in the service, which can take up to one week
to complete. For more information or to register, contact your Vanguard representative.
Name of your Vanguard representative if known
6 of 6© 2017 Vanguard Charitable Endowment Program. All rights reserved.
Signature guarantee
A Medallion signature guarantee is required to transfer the following assets to Vanguard Charitable:
(1) stock certificates, and/or
(2) mutual funds held at a firm other than Vanguard
All registered owners must be present for the Signature guarantee or Medallion signature guarantee. Some brokerage
firms may require one guarantee for each signature on the form. Ensure with your bank or broker that the Medallion
signature guarantee(s) provided will cover the amount of the gift.
}
A notary public cannot
provide a Signature
guarantee or Medallion
signature guarantee.
Signature of authorized officer Place stamp here
Authorized officer’s title
Name of institution
Date mm-dd-yyyy
5
Return information
Return this form and required
documentation to Vanguard Charitable.
If the document has a Signature guarantee
or Medallion signature guarantee, it must
be mailed.
Email: donorservice@vanguardcharitable.org
We recommend encrypting the form and
sharing the password with us.
Fax: 866-485-9414
Mail: P.O. Box 9509
Warwick, RI 02889-9509
Registered, certified 2670 Warwick Avenue
or overnight mail: Warwick, RI 02889-9509
SDIRA 112017
This applies to all signatures in Section 3.
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Completed 23 April 2021

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