2021 QCD at Vanguard

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Topic Author
stan1
Posts: 9921
Joined: Mon Oct 08, 2007 4:35 pm

Re: 2021 QCD at Vanguard

Post by stan1 »

We requested a check from Vanguard on 1/4. It arrived at our home in the US mail on 1/8. It was made out to the charity.

Charity Name
c/o John Smith
123 Main Street (our address)
City, State
User avatar
Eagle33
Posts: 1308
Joined: Wed Aug 30, 2017 3:20 pm

Re: 2021 QCD at Vanguard

Post by Eagle33 »

stan1 wrote: Sat Jan 09, 2021 1:18 pm We requested a check from Vanguard on 1/4. It arrived at our home in the US mail on 1/8. It was made out to the charity.

Charity Name
c/o John Smith
123 Main Street (our address)
City, State
What request method did you use - online or phone?
Rocket science is not “rocket science” to a rocket scientist, just as personal finance is not “rocket science” to a Boglehead.
Topic Author
stan1
Posts: 9921
Joined: Mon Oct 08, 2007 4:35 pm

Re: 2021 QCD at Vanguard

Post by stan1 »

Eagle33 wrote: Sat Jan 09, 2021 7:14 pm
stan1 wrote: Sat Jan 09, 2021 1:18 pm We requested a check from Vanguard on 1/4. It arrived at our home in the US mail on 1/8. It was made out to the charity.

Charity Name
c/o John Smith
123 Main Street (our address)
City, State
What request method did you use - online or phone?
Online. User interface was very clear to spouse and I, although you have to specify that you do not want tax withheld and the number of characters for the charity name is too small (20 characters). We generally prefer online transactions to talking to Vanguard reps. Less chance of error.
tomd37
Posts: 3575
Joined: Thu Mar 01, 2007 10:39 pm
Location: Middle Tennessee

Re: 2021 QCD at Vanguard

Post by tomd37 »

Stan - Just went online to make a QCD under the old system and it now actually has three lines for the name of the charity, which is actually one additional line over last year. Could you have overlooked that?
Tom D.
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