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