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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
  • Instructions
  • Federal Tax ID Number
  • Physical Delivery

    • 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 Gift Accounting at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.

    Instructions

    UBS Financial Services, Inc.
    Attn: Evans "Chip" Connelly
    8500 Normandale Lake Blvd.
    Suite 210
    Bloomington, MN 55437


    DTC: 0221
    University of St. Thomas Acct. #7N79967
    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

    Stock Notification Form

    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 Gift Accounting to determine the delivery process best suited to your particular situation, (651) 962-6899, toll-free at (800) 328-6819, Ext. 2-6899, 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 Gift Accounting at the University of St. Thomas, Mail #DEV, 2115 Summit Ave., St. Paul, MN 55105.

    Instructions

    UBS Financial Services, Inc.
    Attn: Evans "Chip" Connelly
    8500 Normandale Lake Blvd.
    Suite 210
    Bloomington, MN 55437


    DTC: 0221
    University of St. Thomas Acct. #7N79967
    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

    Stock Notification Form

    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 Gift Accounting to determine the delivery process best suited to your particular situation, (651) 962-6899, toll-free at (800) 328-6819, Ext. 2-6899, or via email devgiftprocess@stthomas.edu.
    This document provides instructions for stock and other appreciated assets.