Make a One-Time or Recurring Gift via Credit Card
Contributions to Phi House Fund are used for improvements to the House at One University Circle and related alumni expenses. Contributions to the Educational Endowment fund are used for Phi Society. Your donation counts towards your overall giving to UVA, including its Capital Campaign. Please consult your tax advisor regarding the deductibility of this gift.
Support Either Fund Here
Make a Gift by Check
Checks should be made out to the UVA Fund and designated for either: Phi House Fund or Phi Educational Endowment Fund and mail to:
UVA Fund
c/o Phi Society
P.O. Box 400314
Charlottesville, Va. 22904
Make a Gift of Securities
To make a gift in kind of securities please contact the UVA Fund (434-924-7018) or email uvagps@virginia.edu. Please be sure to mention that your gift is for either Phi House Fund or Phi Educational Endowment Fund.
Gifts of securities are coordinated by UVA Gift Processing Services. The University will direct proceeds from the sale of these assets to either of the Funds you designate.
Electronic Securities Gift Transfer Instructions
Electronic transfer is the easiest method when a donor maintains holdings in a brokered account.
- Before making a transfer, alert UVA Gift Processing Services at 434-924-7018 so that the University can make arrangements with its broker to receive the stock. Indicate which Fund the contribution is to be made.
- Depository Trust Company, or DTC, is the clearinghouse for electronic security transfers.
- Provide the following information to the transferring broker: FOR 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] FOR 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]
Physical securities should be sent to:
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 clearing house) 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 for each security gifted. Please note that donors must have their signature medallion-guaranteed by a bank or broker.
If you have questions, please contact:
PO Box 400331
Charlottesville, VA 22904-4331
uvagps@virginia.edu | 434-924-7018
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 UVA Gift Processing Services at 434-924-7018 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
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
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* | |||
| Gift of Assets | Selling Assets for Gift Proceeds | Gift of Cash | |
| Assets’ Fair-Market Value | $25,000 | $25,000 | $25,000 |
| Cost Basis | $15,000 | $15,000 | $25,000 |
| Capital Gains Tax (at 15%) | $0 | $1,500 | $0 |
| Charitable Gift (value of income tax deductions) | $25,000 | $23,500 | $25,000 |
| Income Tax Savings (at 35%) | $8,750 | $8,225 | $8,750 |
| Out-of-pocket Cost of Gift | $6,250 | $8,275 | $16,250 |
| *Assuming maximum tax rates apply. | |||
Need additional information on how to give? Visit: http://giving.virginia.edu/ways-to-give/