Information for Financial Advisors

Resources for Financial Advisors

Important year-end note: For tax deduction purposes, the following gift types must be processed by:

Credit card: Wednesday, Dec. 31, 11:59 p.m. CST
Check: Postmarked by Wednesday, Dec. 31
IRA Rollover: Postmarked by Wednesday, Dec. 31
Stocks: Received and deposited to UBS by Wednesday, Dec. 31 at 3 p.m. CST

As a professional financial advisor, you play a vital role in helping your clients make informed decisions about their charitable giving.

This page provides the essential information you need to facilitate making a gift to St. Thomas. Whether your client is considering a gift now or as part of their estate planning, we're grateful for your partnership in supporting the university's mission to educate morally responsible leaders and advance the common good.

If you have any questions or need further guidance, please don't hesitate to contact us. We're here to support you and your clients in achieving their philanthropic goals.

St. Thomas Federal Tax ID Number

41-0693970

St. Thomas 501(c)(3) Organization Determination Letter

View IRS Determination Letter (PDF)

Sample Bequest Language for Wills

If your clients are interested in supporting the university with a gift in their will, here is sample bequest language. If your client has a very specific designation in mind, please contact Jennifer O'Brien, Director of Legacy Giving, for specific language recommendations and to ensure we will be able to honor your client's intentions.