Your investment ensures future generations of educated and enlightened citizens go into the world Being the Change.
THANK YOU for your philanthropic promise to JMU. Your pledge of financial support improves the Madison Experience for all Dukes. There are several options available to fulfill your pledge and make a lasting impact at JMU.
WAYS TO FULFILL YOUR GIFT
CHECK When fulfilling a pledge by check, please follow these steps: 1) Make your check payable to the JMU Foundation Inc. 2) Include a note with your check referencing your pledge number. 3) Mail your check and note to: Advancement Gifts and Records James Madison University MSC 3603, 1031 Harrison St. Harrisonburg, VA 22807 STOCK OR MUTUAL FUNDS When fulfilling a pledge with a gift of securities, please follow all of these steps: 1) You or your broker should contact the JMU Foundation with the anticipated number of shares, name of the company and that it is a pledge fulfillment. Call 888-303-9939 or 540-568-3187 or email accounting@jmufoundation.org 2) Submit one of these forms. • Stock Donation Form: jmu.edu/give/stock • Wells Fargo Stock Donation Form: jmu.edu/give/wstock • Janney Montgomery Scott Stock Donation Form: jmu.edu/give/jstock 3) Advise your broker to direct the transfer of stock or mutual fund
OPTIONS Check Stock or Mutual Funds IRA (QCD) Cash Wire Transfers Credit Card Whatever method you choose to fulfill your gift, please be sure to reference your fund number.
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
WAYS TO FULFILL YOUR GIFT IRA – QUALIFIED CHARITABLE DISTRIBUTION (QCD) To fulfill a gift with a QCD, distributions must be made directly from a traditional IRA account* by your IRA administrator to JMU Foundation Inc. Individuals 70½ and older can donate up to a total of $108,000 per year to non-profits such as JMU. (*Gifts from 401(k), 403(b), “ongoing” SEP or SIMPLE IRAs, and other plans do not qualify.) 1) Fill out and sign your IRA administrator’s required distribution forms . 2) Notify your IRA administrator in writing that the documentation accompanying your check must include your name and address. 3) Tell the administrator to send the check payable to James Madison University Foundation, Tax ID: 23-7156305, directly to: JMU Foundation MSC 8501 Harrisonburg, VA 22807 CASH WIRE TRANSFERS To fulfill a pledge using a wire transfer, provide the following information to your bank or financial institution: Domestic Incoming Wires: 4465-1650 Wells Fargo Bank First Clearing, LLC 1 North Jefferson St. Louis, MO 63103 Account number: 4122023377 To ensure proper credit: Further credit: James Madison University Foundation Inc., account #4465-1650 You may confirm wiring instructions with the following Wells Fargo Advisors representatives: T. Edgar Sipe 800-879-9926 or Carole Burke 540-801-3213. CREDIT CARD 420 Montgomery Street San Francisco, CA 94104 ABA Routing Number: 121000248 Beneficiary: When you give using a credit card, a portion (typically 1.5% to 4%) is retained by the credit card company as a processing fee. While your full donation is receipted, these fees reduce the net amount received by our organization. To help ensure your gift has the greatest possible impact, please consider covering the processing fees or fulfilling your pledge by check, wire transfer or a gift of stock. OPTIONS: 1) Go online to give.jmu.edu/pledgepay 2) If you want your own personal link to pay by credit card, please contact your development officer . 3) Call Advancement Gifts and Records at 855-568-4483 (during business hours Monday-Friday, 8-5) to pay by phone. DONOR ADVISED FUNDS Donors Advised Funds cannot legally fulfill a personal pledge. Contact your development officer with any questions you might have.
MSC 3603, 481 Bluestone Dr. Harrisonburg, VA 22807 6.2025 University Advancement
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