Yes! You can use AI to fill out Make a contribution - Vanguard Charitable
This form is used by donors to make irrevocable contributions of assets, such as mutual funds, stocks, bonds, or cash, to their Vanguard Charitable philanthropic account. It is essential for properly documenting the transfer of assets for tax substantiation and for directing how the proceeds will be invested. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | Make a contribution - Vanguard Charitable |
| Number of pages: | 1 |
| Language: | English |
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Follow these steps to fill out your VCMC 121824 form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the Vanguard Charitable 'Make a contribution' form.
- 2 Provide your Vanguard Charitable account number and name in Section 1.
- 3 Select the contribution type in Section 2, detailing the specific assets you are donating, whether they are held at Vanguard, outside Vanguard, or are a cash gift.
- 4 Complete Section 3 with the primary and joint donor's information, including name, address, and taxpayer identification details.
- 5 In Section 5, specify the percentage allocation for how the contribution proceeds should be invested among the various portfolio options.
- 6 Carefully review all entered information, then sign and date the form in Section 6. Obtain a Medallion signature guarantee if required for your contribution type and value.
- 7 Download the completed, signed form and submit it to Vanguard Charitable according to the instructions provided on the final page.
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Frequently Asked Questions About Form VCMC 121824
This form is used to make additional contributions of cash or securities to an existing Vanguard Charitable philanthropic account. Contributions are irrevocable once accepted.
Yes, the minimum additional contribution to your Vanguard Charitable account is $5,000.
It depends on where the assets are held. Completing the form will initiate transfers from Vanguard, but for assets held outside Vanguard or for cash gifts, you must follow the separate delivery instructions on pages 7-8.
You can contribute various assets, including Vanguard mutual funds, stocks, bonds, ETFs, physical stock certificates, and cash via check, wire, or ACH.
Provide your Vanguard Charitable account information in Section 1 and detailed donor information for all registered owners of the asset in Section 3. This ensures the tax substantiation letter is sent to the correct address.
A Medallion signature guarantee is a special certification used for transferring securities, available from a financial institution. It is required for certain transactions like contributing physical stock certificates or for gifts over $10 million from Vanguard if not using voice verification.
Use Section 5, 'Investment options,' to allocate your contribution across various portfolios. If you leave this section blank, the funds will be invested according to your account's current allocation.
Yes, you can contribute to your philanthropic account online. Simply visit vanguardcharitable.org and log in to your account to proceed.
You can email, fax, or mail the form to the addresses listed on page 7. Note that if your form includes a Medallion signature guarantee, you must mail the original physical document.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help prevent errors.
Simply upload the Vanguard Charitable contribution form to the Instafill.ai platform. The AI will make the document fillable, allowing you to type your information directly into the fields and sign it electronically.
If you have a non-fillable PDF, you can use a tool like Instafill.ai. It can convert flat PDFs into interactive, fillable forms that you can easily complete on your computer.
If you don't use the 'Specific ID cost basis method' in Section 2a, Vanguard will use its default method, which may be average cost. To use specific identification, you may need to change your cost basis method in writing with Vanguard first.
All registered owners, trustees, or officers of the asset being donated must sign the form. The names in the signature section must match the donor information provided in Section 3.
Compliance VCMC 121824
Validation Checks by Instafill.ai
1
Verifies Minimum Contribution Amount
This check ensures that the total approximate value of all contributed assets listed in Section 2 meets the minimum requirement of $5,000. This is a fundamental business rule to ensure contributions are substantial enough to warrant processing. If the total value is less than $5,000, the form submission will be rejected with an error message indicating the minimum contribution threshold has not been met.
2
Ensures Investment Allocation Totals 100%
This validation checks the investment allocation percentages in Section 5. If any percentage is entered in this section, the sum of all entered percentages must equal exactly 100%. This is critical for ensuring the contributed funds are allocated correctly according to the donor's wishes. A failure will prompt the user to adjust the percentages until they sum to 100, or to clear the section to use the default allocation.
3
Validates Conditional Section Completion
This check verifies that for each 'Contribution type' checkbox selected in Section 1, the corresponding subsection (2a, 2b, 2c, 2d, or 2e) is properly filled out. This ensures that all necessary details for the specific type of asset being transferred are provided. If a contribution type is selected but its corresponding section is empty, the submission will be flagged as incomplete and the user will be directed to fill out the required fields.
4
Confirms Signature and Donor Name Consistency
This check cross-references the typed names under the signature lines in Section 6 with the donor names provided in Section 3a and 3b. The names must match exactly to ensure the person signing has the authority to make the contribution. A mismatch could indicate a potential error or fraud, and the form will be rejected pending correction to ensure legal and security compliance.
5
Validates Date Field Format and Plausibility
This rule ensures all date fields (e.g., 'Birth date', 'Approximate send date', 'Date shares acquired', 'Date' of signature) are entered in the 'mm-dd-yyyy' format and represent a valid, logical date. For example, a birth date cannot be in the future, and a month cannot be '13'. This prevents data entry errors and ensures accurate record-keeping and processing. An invalid date format or value will trigger an error message requiring the user to correct the entry.
6
Requires Authentication for High-Value Contributions
This check calculates the total approximate value of the contribution from Section 2 and determines if it exceeds $10 million. If it does, the validation ensures that Section 7 ('Authentication for assets transferred from Vanguard') has been completed. This is a critical security measure to prevent fraudulent high-value transfers. If the threshold is met and Section 7 is incomplete, the submission will be blocked until the required voice verification or signature guarantee information is provided.
7
Validates Last 4 Digits of SSN/PIN/TIN
This check ensures that the fields for 'Last 4 digits of SSN or PIN' and 'Taxpayer Identification Number last 4 digits' each contain exactly four numeric digits. This is important for identity verification and tax reporting purposes while maintaining a level of security. Any entry that is not four digits long or contains non-numeric characters will fail validation and require correction.
8
Ensures Completeness for Joint Donors
This validation is triggered if 'Joint' is selected as the donor type in Section 3. It verifies that both the Primary Donor (3a) and Joint Donor (3b) sections are fully completed, and that two corresponding signatures are present in Section 6. This ensures that all legal owners of the asset have provided their information and authorization. If any of these components are missing, the form will be considered incomplete.
9
Validates Ticker Symbol Format
This check examines all 'Ticker symbol' fields in Section 2 to ensure they conform to a standard format, typically 1-5 uppercase letters. While not a check for the symbol's existence, it serves as a first-pass filter against obvious data entry errors like entering a full security name. This improves data quality for automated processing of security transfers. An invalid format would prompt the user to review and correct the ticker symbol.
10
Verifies Donor Type Information
This rule checks the donor type selection in Section 3 and ensures the correct corresponding fields are completed. If 'Trust, Organization, Corporation' is selected, the 'Name of trust/organization' and 'Taxpayer Identification Number' fields must be filled. Conversely, if 'Individual, Joint' is selected, these fields should be empty. This logic prevents incomplete or conflicting information, ensuring the donor entity is correctly identified.
11
Validates Email Address Syntax
This check ensures that the value entered in the 'Email address' field follows the standard syntax for an email address (e.g., '[email protected]'). This is crucial for ensuring that the donor receives important communications, such as the tax substantiation letter and other account updates. If the format is invalid, the system will prompt the user to enter a correctly formatted email address before proceeding.
12
Checks for Vanguard Brokerage Account Number Format
This validation specifically targets the 'Vanguard Brokerage Account number' field in Section 2b. It verifies that the entry consists of exactly 8 numeric digits, as specified on the form. This strict format check is essential for correctly identifying the source account for a money market fund transfer. An incorrect entry would cause the transfer to fail, so the form will reject any value that does not meet this specific criterion.
Common Mistakes in Completing VCMC 121824
Donors contributing assets from outside Vanguard (Section 2c), physical stock certificates (2d), or cash via wire/ACH (2e) often mistakenly believe submitting this form is the only step. The form explicitly states that for these contribution types, the donor must separately instruct their financial institution to send the assets. This oversight results in the contribution never being funded, as Vanguard Charitable will be waiting for assets that were never sent.
In Section 5, donors must specify how their contribution should be invested, and the percentages must total exactly 100%. People frequently make calculation errors, or leave the section blank assuming their existing allocation will be used, which might not be their intention for this specific gift. An incorrect total will cause processing delays as Vanguard Charitable will need to contact the donor for clarification before investing the funds.
When a signature guarantee is required (Section 6b), many people confuse it with a more common notarization. The form explicitly states a notary cannot provide this guarantee, which is a special stamp from a financial institution that protects against fraud. Submitting a form with a notary stamp instead of the required Medallion guarantee will lead to immediate rejection of the transfer, forcing the donor to restart the signature process.
The names of all registered asset owners listed in Section 3 must exactly match the signatures provided in Section 6. Donors sometimes forget to include a joint owner or use a nickname in one section and a legal name in another. This discrepancy can cause the contribution to be rejected for legal and security reasons, requiring the form to be corrected and re-signed by all parties.
When detailing securities in Section 2, the form states that contributions are processed based on the 'Number of shares,' not the 'Approximate value.' Donors often think in terms of a dollar amount they wish to give and may enter that value in the wrong field. This forces a correction, as the transferring institution needs the exact share count to execute the trade and transfer.
The instructions for cash gifts (Section 2e and page 8) specify that the donor's Vanguard Charitable account number and name should be included in the memo or notes field of the transfer. Forgetting this crucial step makes it difficult for Vanguard Charitable to match the incoming funds with the correct donor account. This can lead to significant delays in crediting the contribution and issuing a tax receipt.
The instructions on page 7 clearly state that any form containing a Medallion Signature Guarantee must be sent via mail. The guarantee is only valid on the original document with the physical stamp and signature. Faxing or emailing a copy invalidates the guarantee, leading to the rejection of the form and requiring the donor to mail the original document, delaying the entire contribution process.
When using the optional 'Specific ID' method in Section 2a to identify specific lots of shares, donors often provide incomplete information, such as omitting the acquisition date or purchase price. Furthermore, they may not realize their account must first be set to the specific ID method in writing with Vanguard. These errors can lead to incorrect tax reporting or the use of a default cost basis method (like average cost) that the donor did not intend.
The form has distinct sections for assets held at Vanguard (2a), in a Vanguard brokerage money market (2b), or outside Vanguard (2c). A donor might incorrectly select 'Assets held at Vanguard' when their securities are actually in a Vanguard Brokerage Services account, leading them to fill out the wrong fields. This initial error causes confusion and requires a corrected form, as the processing and transfer initiation steps are different for each asset source.
When a contribution is made from a trust or other organization, donors must check the appropriate box in Section 3 and provide the entity's name and Taxpayer Identification Number (TIN). It's common for the person filling out the form to accidentally complete the fields for an individual donor instead, omitting the required entity information. This leads to processing delays and potential tax reporting issues, as the contribution cannot be properly attributed to the legal entity.
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