JMU Foundation: Stock Donation
Step 1: To facilitate the transfer of your appreciated stock, please complete this form.
Step 2: Please advise your broker to direct the transfer of stock or mutual fund shares to one of the following accounts:
Wells Fargo Advisors, DTC #0141
Account #4465-1650
Account Name: James Madison University Foundation, Inc.
Attention:
T. Edgar Sipe, Managing Director - Investments
OR
Marshall F. Kiser, First Vice President, Investment Officer
2011 Evelyn Byrd Avenue
P.O. Box 1187
Harrisonburg, VA 22801
Toll-Free – 800-879-9926
OR
Janney Montgomery Scott, DTC #0374
Account #7025-2245
Account Name: James Madison University Foundation, Inc.
Attention: Michael Gochenour, Executive Vice President - Investments
313 Neff Avenue, Suite E
Harrisonburg, VA 22801
Toll-Free – 877-567-6778