Giving: Development Office HomeTransfer Stock Electronically
Giving: Development Office

Transfer Stock Electronically

For electronic (“broker to broker”) transfers of stock to the College of St. Catherine, your broker will require the following two numbers:

    Wells Fargo Bank, N.A. DTC #2027
    College of St. Catherine Account #13639420

Click on one of the two links below for our printable electronic transfer Stock Transfer Authorization Letter.
Should your broker need to contact Wells Fargo directly regarding this stock transfer, please refer her or him to:
    Contact Name: Zach Cedergren
    Financial Company: Wells Fargo Institutional Trust Services
    Telephone: (612) 667-5226
    Fax:
    (612) 316-2376
    E-mail:
    Zach.Cedergren@wellsfargo.com

Notify the College
To ensure that the College can promptly recognize and prepare a receipt for your gift, please notify the Development Office of the details of your securities transfer, including:
  1. Donor name(s)
  2. Security name(s)
  3. Number of shares or approximate value
  4. Gift designation or purpose (unrestricted or restricted to a particular fund)
  5. Date by which you expect the transfer to occur
  6. Broker’s name and phone number
A simple way to notify the College is to forward a copy of your stock transfer authorization letter to the College of St. Catherine via fax, e-mail or mail. (See below for contact information.)
 
Contacts
E-mail:
Fax: (651) 690-6918
Mailing
Address:
The College of St. Catherine
Attn: Gift Processing, Box F-12
2004 Randolph Ave.
St. Paul, MN 55105-1789
Terri Bouressa
Information Services Coordinator
(651) 690-6976
(800) 945-4599 x6976
Karen Kiener
Gift Accounting Manager
(651) 690-8725
(800) 945-4599 x8725
Complete Development Office Staff


 Stock Transfer Authorization Letter:

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HTML Form (a printable form for those who do not have Adobe Acrobat Reader)
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PDF Form (a fill-in PDF form for those who do have Adobe Acrobat Reader)