Stocks or Mutual Funds

Electronic Transfer

Giving stock through electronic transfer is the easiest method when a donor maintains holdings in a brokered account. Depository Trust Company, or DTC, is the clearinghouse for electronic security transfers. Each brokerage firm has a specific DTC number. When you wish to make a gift of Common Stock or Mutual Funds, provide the following information to the transferring broker:

  • Account Name: University of Virginia Gift Account
  • Account Number: N7M-001327
  • DTC Number: 0443
  • Clearing Broker: Pershing LLC
  • Reference: [Donor’s Name]

For Gifts of Restricted Stock (only), provide the following information to the transferring broker:

  • Account Name: University of Virginia Gift Account
  • Account Number: 84949411
  • DTC Number: 0715
  • Clearing Broker: Davenport and Company LLC
  • Reference: [Donor’s Name]

Please alert Gift Processing  at 434-924-7018 before the transfer so that the arrangements can be made with our broker to receive the stock. At the same time, please indicate the purpose of the contribution, such as an annual gift, a pledge payment, or funds for a planned gift.

Stock Certificates and Stock Powers

Transferring marketable securities via DTC  (The Depository Trust Company, a securities clearinghouse) may be accomplished only through the cooperation of your broker. Otherwise, if you have the shares in physical form, you may send us the securities and, under separate cover,  send us an originally signed stock power [PDF] for each security gifted. The University of Virginia’s Gift Processing Unit does not recommend sending signed certificates. Stock powers are available from the U.Va. Fund or from any broker. Please note that donors must have their signature medallion-guaranteed by a bank or broker. Physical securities may be sent to :

If sent by U.S. Postal Service:
University of Virginia
Gift Processing Services
P.O. Box 400331
Charlottesville, VA 22904-4314

If sent by other carriers:
University of Virginia
Gift Processing Services
211 Emmet Street South
Charlottesville, VA 22903

Please contact us if you have questions:

Deborah Jordan
Director of Gift Processing Services
P.O. Box 400331
Charlottesville, VA 22904-4331

uvagps@virginia.edu
PH: (434) 924-7018
Fax: (434) 924-7032