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Ways to Give

Your gift to the University of Richmond will make a difference for generations to come. For your comfort and convenience, there are many ways to give.

Online

Our secure site allows you to make a contribution online using your VISA, MasterCard, American Express or Discover.

Cash or Check

Checks should be made out to University of Richmond. Please mail to:

Advancement Operations
114 UR Drive
University of Richmond, VA 23173

Stocks

Gifts of appreciated securities are a smart and simple way to maximize the effectiveness of your charitable giving.

How does this help me?

If stocks or mutual funds* you've held for more than a year have increased in value, you may want to consider using these assets — rather than cash — to fund your giving. By transferring ownership of your long-term stock to the University of Richmond you make a gift to support the university, avoid the capital gains tax you would pay if the stock were sold, and you may claim a charitable income tax deduction for the current fair market value of the asset. Stock transfer instructions are available below.

How do I make a stock gift?

An increasing number of donors give securities to charitable organizations because they enjoy the ease of giving and the significant tax savings these gifts sometimes create.

If you are interested in making a gift of stock, you or your broker should contact Marya Kravets, Operations Coordinator, Advancement Systems, at (804) 289-8691, or email mkravets@richmond.edu. Please provide your name, telephone number, the name of the stock, number of shares, the approximate date you will make the gift, approximate value of the gift, and the designation for your gift (e.g. annual fund, a scholarship, etc.). If you are using a broker, please provide his or her name and telephone number.

If your shares are held in an account with your broker, provide him/her with the following Depository Trust Company (DTC) directions:

Please request that your broker transfer the shares electronically to the University's primary account at Wells Fargo Advisors. The University has negotiated a discounted rate of commission with Wells Fargo Advisors. The DTC directions are:

  • DTC 0141
  • Wells Fargo Clearing Services, LLC
  • Account No: 79676500
  • Wells Fargo Advisors
    (Wells Fargo is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC)
  • Ref. University of Richmond
  • Ref. Donor's Name & Designation
  • Attn: Jane Jenkins, First Vice President-Investment Officer
  • Tel: (804) 782-3547 Fax: (804) 782-3540

If the University has an existing account with your broker, stock gifts may be gifted through that account. The University will appreciate if the broker discounts his/her rate of commission since this is a charitable gift. Your stock gift will be valued at the average (mean) price per share on the date the stock arrives in the University of Richmond's brokerage account. Advancement Systems will send you a gift receipt as soon as possible. Please send a brief Letter of Intent to David B. Hale, Executive Vice President and Chief Operating Officer, or to your contact in Advancement. The letter should state the name of the stock, number of shares, date of the gift, designation, and broker name/s.

If you hold the certificate/s for your shares

Please transfer the stock to the University of Richmond by endorsing the back of the certificate/s exactly as your name appears on the front and have your signature guaranteed by a local bank officer. A signature guarantee is not the same as a notarized signature. You will be asked to provide the University's taxpayer identification number (FEIN) which is 54-0505965.

1. If jointly owned, both owners must sign as their names appear on the front of the certificate/s and both signatures must be guaranteed by an officer at your bank.

OR

2. You may sign a stock power exactly as your name/s appear/s on the stock certificate/s. A stock power may be obtained by calling Marya Kravets at (804) 289-8691, or you may print a blank stock power from this site. One stock power may be used for multiple certificates of the same stock, but a separate stock power must be completed for stock certificates of different companies.

3. A letter of intent in which you state the name of the stock, the number of shares and the designation for the gift should accompany the certificate. Due to its negotiable nature, certificates should be delivered by hand or sent certified, registered mail to:

David B. Hale
Executive Vice President and Chief Operating Officer, Treasurer
201 Maryland Hall, 110 UR Drive
University of Richmond, VA 23173

The stock gift will be valued at the average price per share on the date the certificate arrives at the University. Advancement Systems will send you a gift receipt as soon as possible. If you have questions, contact Marya Kravets at (804) 289-8691, or email mkravets@richmond.edu.

Note: If you plan to make a stock gift in December, please try to do so before December 18. (The University is technically closed between Christmas and New Year's; however, we will have a few people taking calls and checking voice mail messages.) Planning ahead, however, will prevent disappointment if the stock cannot be transferred to UR successfully before year end.
If you plan to transfer mutual fund shares, please keep in mind that this process sometimes takes three to four weeks.

Other types of gifts

Gifts from family foundations, donor advised funds, IRAs, or other third party entities such as a bank for a wire transfer may need certain information about the University before processing a gift or making a qualified charitable distribution. Contact the Development Office at 804-289-8358 or development@richmond.edu with any questions.

*Certain restrictions on mutual funds may apply. See the contact information on the website for more information.

Personal Property or Real Estate

If you would like to donate personal property to Richmond, please contact the Office of Gift Planning at (804) 289-8358. Some gifts require appraisal or advance approval in order to be accepted. Examples of gifts of property include tickets to athletic events, rare books, art work, computer hardware and software, and laboratory equipment.

A gift of real estate may be a principal residence or vacation residence, a farm, a commercial building, a subdivision lot, or unimproved land. The gift may be the entire property or a fractional interest in the property. All gifts of real estate require approval by Richmond's Gift Acceptance Committee. Richmond's Office of Gift Planning can walk you through the approval process.

Matching Gifts

Do you or your spouse work for a matching gift company? Corporate matching gifts provide a wonderful opportunity to double, sometimes even triple, your contribution to the University.

To determine eligibility contact your employer's HR department, or email matchinggifts@richmond.edu or use the search tool below.

If your company is eligible, request a matching gift form from your employer, and send it completed and signed with your gift to:

Advancement Systems
Matching Gifts
114 UR Drive
University of Richmond, VA 23173

Matching Gift Companies: