Mutual Funds
As the mutual fund industry has grown over the years, the VCU Foundation has seen a greater number of gifts of mutual fund shares each year. While the process of gifting stocks and bonds is fairly easy, gifting of mutual fund shares may require additional administrative effort on the part of the donor and the VCU Foundation, as well as greater patience.
While some mutual fund shares can be transferred electronically, some may not. Please use the Stock Gift Instructions to initiate an electronic transfer. If your mutual fund company will not facilitate an electronic transfer, or if there are questions, please contact Chris Jones at 804-828-9292 or scjones3@vcu.edu.