The University serves Virginia, the nation, and the world by preparing responsible citizen-leaders; advancing, preserving, and disseminating knowledge; and providing world-class patient care.
All gifts of any kind help secure the University’s place as a premier institution of learning and make it possible for our students, faculty, and researchers to shape a brighter future.
You can give to all 12 schools across Grounds. The possibilities are endless for supporting our students, faculty, and programs. Together, we will find the way forward.
You can join the growing number of alumni and friends who invest now in the University’s future by including UVA as a beneficiary of their wills, charitable trusts, and retirement plans. Gifts like these can offer you and your family significant tax benefits as well as greater financial flexibility in meeting your personal and philanthropic goals.
Through Honor the Future, the Campaign for the University of Virginia, we are building on our strong foundations to support the president’s vision: to become the best public university by 2030 and one of the very best in the world.
Gifts of stocks and bonds are coordinated by University Advancement Services. The University will direct proceeds from the sale of these assets to any school or program you wish.
Securities Gift Transfer Instructions
Electronic transfer is the easiest method when a donor maintains holdings in a brokered account.
If you have questions, please contact: University Advancement Services uas@virginia.edu | 434-924-7018
If you are interested in sending physical securities certificates, please contact University Advancement Services before attempting to send any stock power or certificates.
Appreciated Securities
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.
Advantages of a Gift of Appreciated Stock*
The University of Virginia does not provide legal, tax, or financial advice. We strongly recommend that you consult professional advisors on all legal, tax, or financial matters, including gift planning considerations. To ensure compliance with certain IRS requirements, we disclose to you that this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.
