Instructions for Giving to GiveWell's Donor Advised Fund

When to give to GiveWell's donor-advised fund

GiveWell uses a Vanguard Charitable donor-advised fund (DAF) to facilitate donations of certain types of appreciated securities and some other types of non-cash property for the support of GiveWell or our recommended charities. For example, donors who hold certain types of Vanguard mutual funds must donate them to our DAF because our primary brokerage platform (E*Trade) does not facilitate transfers of these assets. To verify whether a securities donation to GiveWell should be made to E*Trade or our DAF, please contact us at donations@givewell.org. Please note that Vanguard Charitable generally limits the size of donations to $5,000 or more. Process for giving to GiveWell's DAF When donors contribute to GiveWell's DAF, they are giving to a fund held by Vanguard Charitable and advised by GiveWell. The donation is tax deductible for the year in which it is made, and the donor will receive a receipt from Vanguard Charitable for tax purposes. Legal control of the funds belongs to Vanguard Charitable. Authority to recommend grants belongs to GiveWell. We ask that before giving, donors indicate which charity they would like their donation to support by sending an email to donations@givewell.org. We will email the donor to confirm once the donation has been recorded in the account. Because the vast majority of donations to the account have typically been received in December, we have generally recommended grants from our DAF once per year in February or March. Donors are welcome to ask us to recommend a grant based on their donation on a different schedule. Contributing securities or cash to GiveWell's DAF It is not necessary to create a Vanguard Charitable account to complete this process. The minimum size for a donation is generally$5,000.

• Section 1: enter A0881598 as the account number and "GiveWell" for the name of the account. Also, check the "Individuals" box and fill out your contact information immediately below.
• Section 2: If you are planning to send a check, mark the "Check" box and fill out the information in section 2f. If you are planning to donate other types of assets, fill out the appropriate sections.
• Section 3: Fill out this section, if applicable.
• Section 4: Check the box at the top of the section to keep the existing weighted account allocation.
• Section 5: Read and sign the statement.
• Section 6 and 7: Fill out these sections, if applicable.
• Make out a check to the Vanguard Charitable Endowment Program (if applicable) and put "GiveWell" in the memo.

Mailing or faxing: The form should be sent to Vanguard Charitable at:

Vanguard Charitable
P.O. Box 9509
Warwick, RI 02889-9509
FAX: 866-485-9414

Vanguard Charitable official policies and guidelines

Vanguard Charitable’s policies and guidelines are available here.