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Security Gift Instructions

Thank you for your interest in gifts of securities to the UVA Medical School Foundation. Please review the following instructions to ensure proper handling of your gift:

1. Notify our office and your broker of your intended gift by completing the Notice of Intent section of the Security Gift Form. This ensures that your gift is properly identified, designated and processed accurately and on a timely basis.

2. Determine the method of gift transfer.

• Electronic transfer – the preferred and most efficient method (information for your broker is provided on the Security Gift Form).
• Mail – stock certificates held by the donor or broker require special processing (instructions are included on the Security Gift Form).
• Mutual funds – refer to special instructions on the Security Gift Form.

3. For assistance, please contact the UVA Medical Alumni Association and Medical School Foundation Office:

Barry Collins
Executive Director
Phone: 866-315-0947
Contact Us

Mailing address:
UVA Medical School Foundation
P.O. Box 800776 Health System
Charlottesville, VA 22908-0776

Delivery address:
UVA Medical School Foundation
1111 West Main Street
Charlottesville, VA 22903

Fax number:
434-982-3202


Administrative Fee on Gifts
UVA Health System and its affiliated foundations apply a 5% administrative fee to all restricted gifts and pledge payments to support School of Medicine, School of Nursing and Medical Center operations.

NOTE: For tax reasons, it is usually in the donor’s best interest not to sell securities before making a gift of stock. Tax advice is not offered by our office and should be obtained by the donor from a professional.