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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to James Madison University.

Flowchart: Donor makes a gift of stocks or bonds to directly to the James Madison University Foundation, Inc.

Benefits of gifts of stocks and bonds

  • Possibly avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further JMU's mission today
  • Create your legacy at Madison, help an area you are passionate about, and know you will make a difference for future generations

How to make a gift of stocks and bonds

When making a gift of securities we ask that either you or your broker contact the JMU Foundation to share information on your intended gift, including the anticipated number of shares, name of the company and any designation or restriction on your gift. You may call (888) 303-9939 or (540) 568-3187 or email jmuf@jmufoundation.org.

You may use either one of these forms for notification to the JMU Foundation:
Stock Donation Form (online submission)
Stock Donation Form (available for download)

By electronic transfer - Please advise your broker to direct the transfer of stock or mutual fund shares to the following account:
Wells Fargo Advisors, DTC #0141
Account #PHHS 4465-1650
Account Name: James Madison University Foundation, Inc.
Attention: T. Edgar Sipe, Sr. Vice President - Investments, or Ronald E. Holsinger, Managing Director - Investments 2011 Evelyn Byrd Avenue
Harrisonburg, VA 22801
Toll-Free - 800-879-9926

By certified mail - If your stock is in certificate form, please contact the JMU Foundation at (888) 303-9939 or (540) 568-3187 for appropriate instructions.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of your stock gift will be calculated by averaging the high and low trading prices of the stock on the date of the gift. The value of a gift of mutual fund shares will be the Net Asset Value (NAV) of the mutual fund as of the end of the day on the date of the gift. The date of the gift is the date the securities are credited to our brokerage account.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have. To contact the JMU Foundation about a gift of stocks or bonds, call (888) 303-9939 or (540) 568-3187 or email jmuf@jmufoundation.org.

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