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Give Stocks or Securities

How to transfer a securities gift

Outright gifts of marketable securities

DTC-Eligible Securities (Common Stock and Mutual Fund Shares)

  • Clearing Broker: Pershing LLC
  • DTC Participant # 0443
  • Account Number: N7M-001327
  • Credit: University of Virginia Gift Account
  • Reference: {Donor’s Name}

DTC-Eligible Securities (Restricted Stock Only)

  • Clearing Broker: Davenport and Company LLC
  • DTC Participant # 0715
  • Account Number: 84949411
  • Credit: University of Virginia Fund
  • Reference: {Donor’s Name}

Where to Send Physical Securities

By U.S. Mail

University of Virginia
Gift Processing Services
P.O. Box 400331
Charlottesville, VA  22904

By Overnight Delivery

University of Virginia
Gift Processing Services
211 Emmet St. South
Charlottesville, VA 22903

 

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 UVA Gift Processing Services the securities and, under separate cover, send UVA Gift Processing Services an originally signed stock power for each security gifted. Please note that donors must have their signature medallion-guaranteed by a bank or broker.

Please contact UVA Gift Processing Services if you have questions.

Sue Gallegos, Director, Gift Processing Services
P.O. Box 400331
Charlottesville, VA 22904-4331
smg5ga@virginia.edu
Phone: 434-243-2291
Fax: 434-924-7032​