Stock/Bond Transfer Instructions
Thank you for considering a gift of stock to the University of St. Thomas. Please see below for the most current instructions on transferring such funds to the university.
Transferring Stocks or Bonds
If the securities you intend to give to St. Thomas are publicly traded and are held in "street name" by a brokerage firm, the university prefers that the securities be transferred electronically from your personal account at your brokerage firm to the university's account at UBS Financial Services, Inc. (UBS).
Please send St. Thomas a copy of your letter of authorization, including information on the name of the stock, number of shares to be transferred, and the gift designation. Letters may be mailed to Abby Burgart at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.
Please send St. Thomas a copy of your letter of authorization, including information on the name of the stock, number of shares to be transferred, and the gift designation. Letters may be mailed to Abby Burgart at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.
Instructions
UBS Financial Services, Inc.
Attn: Evans "Chip" Connelly
2200 UBS Plaza
444 Cedar St.
St. Paul, MN 55101-2136
DTC: 0221
University of St. Thomas Acct. #7C79967
Please include donor name.
Before transferring, please fill out this Stock Notification form which will notify UBS Financial Services, Inc. and the University of St. Thomas to ensure a smooth delivery.
For questions, you may reach out to
- UBS Financial Services, Connelly Family Wealth Management & Consulting:
Evans 'Chip' Connelly, Jr. at 651-229-6070 or evans.connelly@ubs.com;
Evans 'Mick' Connelly IV at 651-229-6071 or evans.connellyiv@ubs.com;
Mary K. Weideman at 651-229-6117 or mary.weideman@ubs.com;
and Heather Fitch at 651-229-6101 or heather.fitch@ubs.com.
You may also fax inquiries to 855-535-8106 and a team member will respond to your request and inquiry. - St. Thomas: Contact Abby Burgart by phone at (651) 962-6947; (800) 328-6819, Ext. 2-6947,
or via email devgiftprocess@stthomas.edu.
Federal Tax ID Number
If you need the university's Federal Tax I.D. for paperwork involved with the security transfer, please use the following: 41-0693970.
Physical Delivery
If for some reason the securities are unable to be transferred by wire, and you need to make a physical delivery, please contact Abby Burgart with the University of St. Thomas to determine the delivery process best suited to your particular situation, (651) 962-6947, toll-free at (800) 328-6819, Ext. 2-6947, or via email devgiftprocess@stthomas.edu.
Transferring Stocks or Bonds
If the securities you intend to give to St. Thomas are publicly traded and are held in "street name" by a brokerage firm, the university prefers that the securities be transferred electronically from your personal account at your brokerage firm to the university's account at UBS Financial Services, Inc. (UBS).
Please send St. Thomas a copy of your letter of authorization, including information on the name of the stock, number of shares to be transferred, and the gift designation. Letters may be mailed to Abby Burgart at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.
Please send St. Thomas a copy of your letter of authorization, including information on the name of the stock, number of shares to be transferred, and the gift designation. Letters may be mailed to Abby Burgart at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.
Instructions
UBS Financial Services, Inc.
Attn: Evans "Chip" Connelly
2200 UBS Plaza
444 Cedar St.
St. Paul, MN 55101-2136
DTC: 0221
University of St. Thomas Acct. #7C79967
Please include donor name.
Before transferring, please fill out this Stock Notification form which will notify UBS Financial Services, Inc. and the University of St. Thomas to ensure a smooth delivery.
For questions, you may reach out to
- UBS Financial Services, Connelly Family Wealth Management & Consulting:
Evans 'Chip' Connelly, Jr. at 651-229-6070 or evans.connelly@ubs.com;
Evans 'Mick' Connelly IV at 651-229-6071 or evans.connellyiv@ubs.com;
Mary K. Weideman at 651-229-6117 or mary.weideman@ubs.com;
and Heather Fitch at 651-229-6101 or heather.fitch@ubs.com.
You may also fax inquiries to 855-535-8106 and a team member will respond to your request and inquiry. - St. Thomas: Contact Abby Burgart by phone at (651) 962-6947; (800) 328-6819, Ext. 2-6947,
or via email devgiftprocess@stthomas.edu.
Federal Tax ID Number
If you need the university's Federal Tax I.D. for paperwork involved with the security transfer, please use the following: 41-0693970.
Physical Delivery
If for some reason the securities are unable to be transferred by wire, and you need to make a physical delivery, please contact Abby Burgart with the University of St. Thomas to determine the delivery process best suited to your particular situation, (651) 962-6947, toll-free at (800) 328-6819, Ext. 2-6947, or via email devgiftprocess@stthomas.edu.
This document provides instructions for stock and other appreciated assets.