Stocks and Bonds
Gifts of stocks and mutual funds are coordinated by Gift Accounting at the Office of Advancement. The University will direct proceeds from the sale of these assets to any school or program you wish.
This is the easiest method when a donor maintains holdings in a brokered account.
Stock Certificates and Stock Powers
If you send a stock certificate that is in your name, please include a letter indicating the purpose of the gift. Under separate cover, provide a signed Stock Power form (PDF) for each security you contribute. Stock powers are also available from the Office of Advancement at 434-924-7306 or 800-688-9882 or from any broker. Make sure your signature on the stock power is medallion guaranteed by a bank or broker, not notarized.
Attention: Mail stock certificates and stock powers separately.
If the certificates have been re-registered to the University of Virginia, no stock power is needed. A letter should be included identifying the donor and the purpose of the gift. The process for re-registering stock certificates (transferring the certificate into the University’s name) can take from two to four weeks. Stock certificates and stock powers should be sent to one of the address below.
Sending Forms to the University
If sent via U.S. Postal Service:
If sent via other carriers:
If your investments in the financial markets have been successful, you can use these assets without losing a substantial portion of your earnings to the capital gains tax by making your gift with appreciated stock. Also, a gift of stock held more than one year may qualify for a charitable income tax deduction equal to the securities’ full fair-market value. It is also possible to make a gift with appreciated securities in a mutual fund.