Giving: Development Office HomeTransfer Stock Electronically
Giving: Development Office

Transfer Stock Electronically

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

    Wells Fargo Bank, N.A. DTC #2027
    St. Catherine University 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 University
To ensure that the University 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 University is to forward a copy of your stock transfer authorization letter to St. Catherine University via fax, e-mail or mail. (See below for contact information.)
 
Contacts
E-mail:
Fax: (651) 690-6918
Mailing
Address:
St. Catherine University
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:

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