Make your electronic stock gift to UBS by Wed., Dec. 31 at 3 p.m. CT for 2025 tax deduction purposes.
Make your electronic stock gift to UBS by Wed., Dec. 31 at 3 p.m. CT for 2025 tax deduction purposes.
Donating appreciated assets is often one of the most tax-efficient ways to make a meaningful gift.
Many donors are able to give more and make a bigger impact at St. Thomas with a gift of stock, bonds or other appreciated securities. Compared to cash, donating these assets offers many benefits:
In this example, giving stock results in a difference of $17,340 in total tax savings, representing a more than 45% increase over the savings from a cash gift.
$100,000 (cost basis = $40,000)
| Tax Savings | Stock | Cash |
|---|---|---|
| Ordinary itemized income-tax deduction (assume 37% tax bracket) |
$37,000 |
$37,000 |
| Capital-gains tax (20%) |
$12,000 |
$0 |
| Medicare surtax (3.8%) |
$2,280 |
$0 |
| State capital-gains tax (5.1% average) |
$3,060 |
$0 |
| Total tax savings |
$54,340 |
$37,000 |
Before transferring, please submit a Stock Notification or Wire Transfer Instruction Request Form. This 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.
evans.connelly@ubs.com
(651) 229-6070
Evans 'Mick' Connelly IV
evans.connellyiv@ubs.com
(651) 229-6071
Geri Paquette
geri.a.paquette@ubs.com
(952) 921-7932
You may also fax inquiries to (855) 535-8106 and a team member will respond to your request and inquiry.
St. Thomas Gift Accounting
devgiftprocess@stthomas.edu
Phone: (651) 962-6899
Toll-free: (800) 328-6819, ext. 2-6899
If the securities that you intend to give to St. Thomas are publicly traded and held in "street name" by a brokerage firm, we prefer that they be transferred electronically from your personal account at your firm to the university's account at:
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.
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:
University of St. Thomas
Mail DEV: Attn. Tori Sellner
2115 Summit Ave.
St. Paul MN 55105
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 situation.
St. Thomas Gift Accounting
devgiftprocess@stthomas.edu
Phone: (651) 962-6899
Toll-free: (800) 328-6819, ext. 2-6899
St. Thomas Federal Tax ID Number: 41-0693970
Legal Name/Address
University of St. Thomas – Minnesota
2115 Summit Ave.
Mail DEV
St. Paul, MN 55105-1096