How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Advisors Guide for Planned Giving

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name the Medical College of Virginia Foundation in your will or trust please use the following suggested language:

I give [the sum of $______________ OR _____ percent of the residue of my estate to the the Medical College of Virginia Foundation (EIN 54-6053660), Richmond , VA, for the unrestricted support of

[VCU College of Health Professions OR
VCU School of Dentistry OR
VCU School of Medicine OR
VCU School of Pharmacy OR
VCU Massey Comprehensive Cancer Center OR
VCU Health Pauley Heart Center OR
VCU School of Nursing OR
VCU School of Public Health OR
VCU Health].

GIFTS OF APPRECIATED SECURITIES

  • the Medical College of Virginia Foundation
  • 1021 E. Cary St., Suite 1100
  • Richmond , VA  23219
  • EIN: 54-6053660
  • Pershing
  • Attn: Chrissy Robles, Client Service Associate, Davenport & Co.
  • Phone 804-697-2940
  • Fax 804-549-4940
  • Email crobles@investdavenport.com
  • MCV Foundation's DTC Number: 0443
  • MCV Foundation's Account Name: Medical College of Virginia Foundation
  • MCV Foundation's FBO Account Number: DA4003319
  • 54-6053660's Tax Exempt Number: DA4003319

Please send a copy of your letter to:

  • Brian Thomas
  • Interim President and CEO
  • Email: brian.thomas@vcuhealth.org
  • MCV Foundation
  • 1021 E. Cary St., Suite 1100
  • Richmond , VA  23219
  • Phone: (804) 828-0067
  • Fax: (804) 804-828-5964

BENEFICIARY GIFTS FROM RETIREMENT PLANS, LIFE INSURANCE, BROKERAGE ACCOUNTS OR ANY OTHER PLAN WITH A BENEFICIARY DESIGNATION:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to JASON R. CHESTNUTT, CFP®, Executive Director of Planned Giving, MCV Campus at chestnuttjr@vcu.edu

Legal name: the Medical College of Virginia Foundation
Tax ID number: 54-6053660
Address: 1021 E. Cary St., Suite 1100
Richmond ,  VA  23219

NOTE TO ATTORNEYS, ACCOUNTANTS AND OTHER PROFESSIONAL ADVISORS:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 804-828-1671 or email chestnuttjr@vcu.edu.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.