[{"id":1846,"date":"2021-06-01T13:26:23","date_gmt":"2021-06-01T17:26:23","guid":{"rendered":"https:\/\/uvafund.virginia.edu\/?page_id=1846"},"modified":"2025-10-02T09:49:43","modified_gmt":"2025-10-02T13:49:43","slug":"stock-wire-and-ach-transfer-instructions","status":"publish","type":"page","link":"https:\/\/uvaalumni.org\/uvafund\/wp-content\/uploads\/sites\/20\/2025\/10\/Stock-and-Wire-ACH-Transfer-Instructions-Alumni-Association-and-UVA-Fund-2025-10-01.pdf","title":{"rendered":"Stock, Wire, and ACH Transfer Instructions"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":535,"featured_media":0,"parent":0,"menu_order":50,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"https:\/\/uvaalumni.org\/uvafund\/wp-content\/uploads\/sites\/20\/2025\/10\/Stock-and-Wire-ACH-Transfer-Instructions-Alumni-Association-and-UVA-Fund-2025-10-01.pdf","_links_to_target":""},"class_list":["post-1846","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - 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Gifts are posted to the University\u2019s donor system and receipts are mailed to the donor via U.S. Mail.<\/p>\n<div class=\"row mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28619 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_online-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Online<\/h2>\n<p><a href=\"https:\/\/www.givecampus.com\/campaigns\/21200\/donations\/new\">Give instantly and securely<\/a> with any major credit card or <a href=\"https:\/\/www.givecampus.com\/campaigns\/21200\/donations\/new\">set up a recurring gift here<\/a>.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28620 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_phone-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Phone<\/h2>\n<p>If you prefer to make a gift over the phone, please call Melissa Gormes at 434-243-9060.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28617 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_check-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Check<\/h2>\n<p><a href=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/09\/Giving-by-Check.pdf\">Complete this form<\/a> and mail it, along with your check, to:<\/p>\n<p>UVA Alumni Association<br \/>\nPO BOX 400314<br \/>\nCharlottesville, VA 22904-4314<\/p>\n<p>Please make the check out to <strong>UVA Fund<\/strong> and write Alumni Association Gift (or your desired fund recipient) on the memo line of the check.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28622 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_pledge-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Make a Pledge<\/h2>\n<p>Please contact Melissa Gormes at 434-243-9060 or <a href=\"mailto:mjm2n@virginia.edu\">mjm2n@virginia.edu<\/a> for assistance.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28623 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_stocks-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Stocks or Mutual Funds<\/h2>\n<p>Gifts of stocks or mutual funds can be sent electronically through your broker (<a href=\"https:\/\/uvaalumni.org\/uvafund\/stock-wire-and-ach-transfer-instructions\/\">click here for instructions<\/a>). Proceeds from the sale of these assets go directly to support the Alumni Association.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28624 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_transfer-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Wire or ACH Transfer<\/h2>\n<p>Wire or ACH (automated clearing house) transfer your gift directly to the Alumni Association bank using <a href=\"https:\/\/uvaalumni.org\/uvafund\/stock-wire-and-ach-transfer-instructions\/\">these instructions<\/a>.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28618 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_matching-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Matching Gifts<\/h2>\n<p>Many companies will double or triple your donation through matching gift programs, and some even match donations made by retirees and employees\u2019 spouses. <a href=\"https:\/\/uvaalumni.org\/give\/alumni-association\/how-to-give\/matching-gifts\/\">Learn more about matching opportunities<\/a> here.<\/p>\n<p>The UVA Alumni Association is a 501(c)(3) tax-exempt organization. Our tax ID number is <span class=\"text-nowrap\"><strong>54-0485595<\/strong><\/span>.<\/p>\n<\/div>\n<\/div>\n<div class=\"row border-top mt-3 pt-3\">\n<div class=\"col col-2\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28621 size-medium\" src=\"https:\/\/uvaalumni.org\/wp-content\/uploads\/2020\/12\/give_planned-600x329.png\" alt=\"\" width=\"600\" height=\"329\" \/><\/p>\n<\/div>\n<div class=\"col col-10\">\n<h2>Planned Giving<\/h2>\n<p>A growing number of alumni and friends choose to support the Alumni Association through financial or estate planning. This process is known as <em>gift planning<\/em> and the gifts are referred to as <em>planned gifts<\/em>.<\/p>\n<p>Planned Gifts may be of three types:<\/p>\n<ol>\n<li><strong>Plans from your estate<\/strong><\/li>\n<li><strong>Plans that pay you an income<\/strong><\/li>\n<li><strong>Plans that help the University now and your family later<\/strong><\/li>\n<\/ol>\n<p>For more information, please contact the Office of Gift Planning at <a href=\"mailto:giftplanning@virginia.edu\">giftplanning@virginia.edu<\/a> or 800-688-9882.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>All gifts and deposits are processed daily. Gifts are posted to the University\u2019s donor system and receipts are mailed to the donor via U.S. Mail.<\/p>\n","protected":false},"author":535,"featured_media":0,"parent":0,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-1494","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Give to UVA Fund Clients - UVA Fund<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/uvaalumni.org\/uvafund\/give-uva-fund-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Give to UVA Fund Clients - UVA Fund\" \/>\n<meta property=\"og:description\" content=\"All gifts and deposits are processed daily. 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If you are new to the UVA Fund, please begin by clicking the \u201csign up\u201d link, then submit a ticket to request an account. Once we have received your request, we will contact you for more information and to set up a meeting to discuss how the UVA Fund can best meet your goals.<\/p>\n<p style=\"text-align: center;\"><a class=\"button\" href=\"https:\/\/uvafund.freshdesk.com\/support\/home\">Request a new UVA Fund account<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Please submit a request in our helpdesk to request a new UVA Fund account. If you are new to the UVA Fund, please begin by clicking the \u201csign up\u201d link, then submit a ticket to request an account. 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Monthly statements will now be uploaded to the portal (they will no longer be emailed out).<\/p>\n<p>There are currently two systems in place for authorized account contacts to manage your account:<\/p>\n<ul class=\"list-spaced-2 list-marker-orange\">\n<li><strong>The <\/strong><a href=\"https:\/\/fundportal.uvaalumni.org\/secured\/home\"><strong>UVA Fund Portal<\/strong><\/a>: Allows clients to see their account\u2019s balance, activity (including donor information), and monthly statements. A login email was sent to existing authorized users and will be sent to new authorized users when added. If you never received an invite to the portal, please reach out to us at <a href=\"mailto:uvafund@virginia.edu\">uvafund@virginia.edu<\/a>.<\/li>\n<li><strong>The <a href=\"https:\/\/uvafund.freshdesk.com\/support\/home\">UVA Fund Helpdesk<\/a><\/strong>: Allows clients to manage their account by submitting tickets for payments, transfers, request purchasing card, etc. You will need to click \u201cSign up with Us\u201d if it is your first time and create a login.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>With the launch of the UVA Fund Portal in November 2024, clients can now see their balances online. Monthly statements will now be uploaded to the portal (they will no longer be emailed out). 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Please note the UVA Fund will be in a temporary space starting Monday, July 28, 2025 located at <a class=\"alert-link\" href=\"https:\/\/maps.app.goo.gl\/1GWDghBhq1mjNhcu8\">315 Old Ivy Way, Suite 201<\/a>. If you are mailing deposits or other information to the UVA Fund, please send to:<\/p>\n<p>PO Box 400314<br \/>\nCharlottesville, VA 22904-4314<\/p>\n<\/div>\n<p class=\"lead\">The UVA Fund serves the greater University of Virginia community by offering financial and endowment management services.<\/p>\n<p>With around 2,400 active accounts, the UVA Fund provides efficient, quality service that reduces the administrative burden on clients, so they may focus on their mission and role at the University of Virginia.<\/p>\n<p style=\"text-align: center;\"><a class=\"button\" href=\"https:\/\/uvaalumni.org\/uvafund\/about\/\">Learn More \u00bb<\/a><\/p>\n<hr class=\"dots\" \/>\n<div class=\"d-flex justify-content-between flex-wrap\">\n<p><strong>Contact:<\/strong><br \/>\n<a href=\"tel:434-243-9000\">434-243-9000<\/a><br \/>\n<a href=\"mailto:uvafund@virginia.edu\">uvafund@virginia.edu<\/a><\/p>\n<p><strong>Mailing address<\/strong><br \/>\nP.O. Box 400314<br \/>\nCharlottesville, VA 22904<\/p>\n<p><strong>Office hours:<\/strong><br \/>\n8 a.m.\u20135 p.m.,<br \/>\nMonday\u2013Friday<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":535,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-1483","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Welcome to the UVA Fund! - UVA Fund<\/title>\n<meta name=\"description\" content=\"The UVA Fund serves the greater University of Virginia community by offering financial and endowment management services. 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