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
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:
- Donor name(s)
- Security name(s)
- Number of shares or approximate value
- Gift designation or purpose (unrestricted or restricted to a particular fund)
- Date by which you expect the transfer to occur
- 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 |