Ways to Give

Consider including the University of Lynchburg in your estate plans to ensure your support continues beyond your lifetime. It’s easy to include the university in your will, trust, or as a beneficiary of retirement plans and life insurance policies.

Begin your legacy

Creating an endowment after your estate is settled can perpetuate your annual gifts, providing lasting support to the university. Such planned gifts may qualify for a charitable tax deduction and membership in our Hopwood Society, honoring your commitment to our future.

Quickly draft your will or trust with FreeWill, an intuitive online tool that simplifies estate planning. Complete your draft in just 20 minutes online, which you can finalize later with your attorney.

Already included us in your estate plan? Please fill out this form to inform us. We’d love to express our gratitude for your generosity.

Non-Probate Assets

Assets like IRAs, 401(k)s, or life insurance policies that aren’t covered by your will are known as non-probate assets. You can use our online tools to designate these assets to the university, ensuring all your contributions make a lasting impact.

Maximize the impact of your donation through corporate matching gifts, at no additional cost to you! Many employers will match charitable contributions made by their employees—and sometimes even those made by spouses and retirees—doubling or even tripling your gift. This can elevate your donation to a higher recognition level.

Matching Gift and Volunteer Grant information provided by

If your employer offers matching, obtain and fill out the matching gift form from your HR department, and submit it along with your donation.

Need more details on corporate matching? Contact us at 434.544.8450 or toll-free at 800.621.1669. Make your gift today and increase its impact!

Giving shares of appreciated stock, bonds, mutual funds, and other securities is an especially tax-wise way to make a gift to the University of Lynchburg.

If you have held securities for more than one year that have increased in value since acquisition, you will receive a charitable tax deduction equal to the current value. This allows you to avoid paying the capital gains tax you would owe on the gain in value if you sold the securities.

Gifts of securities are deductible for federal tax purposes up to a limit of 30% of your adjusted gross income.

For additional information about giving securities, please contact Shawn Wood, Associate Vice President of Advancement, at 434.544.8450.

How to Make a Gift of Stock

To give stock that is held by your broker or commercial banker:

First, contact us at 800.621.1669 or 434.544.8450 so that we may ensure that your gift is handled to your specifications and you receive proper credit and acknowledgment for it.

Notify your broker or commercial banker that you are giving securities to the University of Lynchburg.

The stock should be transferred into the University’s account below. University of Lynchburg’s Tax ID number is 54-0505-922.
Davenport & Company, LLC
Contact: 800.306.2084
DTC: 0443
Account number: DA4003178

Fax, mail, or email us a copy of the instructions you send to your broker. You may use our sample letter as a guide.

Fax to: 434.544.8643, attn: Shawn Wood
Mail to: Shawn Wood, University of Lynchburg, 1501 Lakeside Drive, Lynchburg, VA 24501
Email to: Shawn Wood ([email protected])