Instructions, sample language, tax ID, and more
Self-Serve Resources for Making a Gift
Quick Resources
Tax ID and Address
Tax ID number: 41-0693970
University of St. Thomas
2115 Summit Ave., Mail DEV
St. Paul, MN 55105-1096
Sample Language For Your Will
The most popular way that supporters leave gifts to St. Thomas is by naming us in their will. You can list a specific dollar amount, designate the remainder of your estate, or make the gift contingent on the passing of another person.
We have created sample language for a number of scenarios to give you a place to start.
Beneficiary Designations
Naming St. Thomas as a full or partial beneficiary of a retirement plan, financial account or life insurance policy usually just takes a few minutes through forms that can be found online.
The following information is required on most forms:
University of St. Thomas
2115 Summit Ave.
St. Paul, MN 55105
Tax ID: 41-0693970
Be sure to let us know, so we can document how you would like your future gift to be used.
Stock Gift Instructions
Thank you for considering a gift of stock to the University of St. Thomas. We prefer that stock be transferred electronically from your personal account at your brokerage firm to the university’s account at UBS Financial Services, Inc.
Account number and specific instructions can be found here.
IRA Distribution Instructions
The most important thing to remember about making a qualified charitable distribution from your IRA is that the distribution must be made from your account directly to the University of St. Thomas.
We have created a simple 3-step guide for making a gift to St. Thomas from your IRA.
Join the Finn Legacy Society
The Finn Legacy Society was established to recognize supporters who have thoughtfully and generously included gifts to the University of St. Thomas in their estate plans.
Your legacy will be an inspiration to others. St. Thomas lists the names of Finn Society members on a display in the Anderson Student Center, encouraging others to think about their own potential to create opportunities for future Tommies.
Become a Finn Legacy Society member today by submitting this form.
Tax ID and Address
Tax ID number: 41-0693970
University of St. Thomas
2115 Summit Ave., Mail DEV
St. Paul, MN 55105-1096
Sample Language For Your Will
The most popular way that supporters leave gifts to St. Thomas is by naming us in their will. You can list a specific dollar amount, designate the remainder of your estate, or make the gift contingent on the passing of another person.
We have created sample language for a number of scenarios to give you a place to start.
Beneficiary Designations
Naming St. Thomas as a full or partial beneficiary of a retirement plan, financial account or life insurance policy usually just takes a few minutes through forms that can be found online.
The following information is required on most forms:
University of St. Thomas
2115 Summit Ave.
St. Paul, MN 55105
Tax ID: 41-0693970
Be sure to let us know, so we can document how you would like your future gift to be used.
Stock Gift Instructions
Thank you for considering a gift of stock to the University of St. Thomas. We prefer that stock be transferred electronically from your personal account at your brokerage firm to the university’s account at UBS Financial Services, Inc.
Account number and specific instructions can be found here.
IRA Distribution Instructions
The most important thing to remember about making a qualified charitable distribution from your IRA is that the distribution must be made from your account directly to the University of St. Thomas.
We have created a simple 3-step guide for making a gift to St. Thomas from your IRA.
Join the Finn Legacy Society
The Finn Legacy Society was established to recognize supporters who have thoughtfully and generously included gifts to the University of St. Thomas in their estate plans.
Your legacy will be an inspiration to others. St. Thomas lists the names of Finn Society members on a display in the Anderson Student Center, encouraging others to think about their own potential to create opportunities for future Tommies.
Become a Finn Legacy Society member today by submitting this form.
For Advisors
We believe that the best gifts are those that donors can reflect upon years later and feel confident that they made the right decision. Ideally, we partner with our donors and their trusted advisors to find giving options that meet both their financial goals and maximize the impact they wish to have at St. Thomas.
Please contact our office if you wish to discuss a particular scenario, or if you have general questions. St. Thomas also offers networking and educational opportunities for advisors through the university’s Family Business Center.
Questions?
Director of Planned Giving
St. Thomas and its staff cannot provide legal or tax advice, but we can recommend options to explore with your advisors.
jason.watt@stthomas.edu
(651) 962-6945
