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Instructions, sample language, tax ID, and more

Self-Serve Resources for Making a Gift

Need information or a form quickly? Here are some of our most frequently asked questions and requested documents. If you can't find what you're looking for, give us a call and we'll take it from there.

Quick Resources

  • Tax ID and Address
  • Sample Language For Your Will
  • Beneficiary Designations
  • Stock Gift Instructions
  • IRA Distribution Instructions
  • Join the Finn Legacy Society
  • 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.

    View More

    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. 

    View More

    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.

    View More

    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.

    View More

    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.

    Learn More

    Tax ID and Address

    Tax ID number: 41-0693970 

    University of St. Thomas
    2115 Summit Ave., Mail DEV 
    St. Paul, MN  55105-1096 

    Learn More

    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.

    Learn More

    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. 

    Learn More

    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.

    Learn More

    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.

    Learn More

    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.

    Learn More

    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.