Giving Stock From a
Shareowner Services Account

These stock giving instructions are for individuals who wish to donate stock from their book-entry (direct registration) accounts that are managed by Wells Fargo's Shareowner Services. Wells Fargo's Shareowner Services manages employee/retiree stock accounts for numerous companies, some of which are: 3M Company, Eli Lilly and Company, General Mills, Medtronic, St. Paul Travelers Company, Tennant Company and Wells Fargo & Company.

To donate shares in your Shareowner Services account:

  • Obtain a Stock Power Form from Wells Fargo Shareowner Services at https://www.wellsfargo.com/downloads/pdf/com/investments/shareowner-services/transfer_request.pdf or by calling them at 800.401.1957.
  • Fill out the form, using the following information for the University as transferee/recipient (in "Section D: New Account Information"):
    • Registration Type: choose "Other" and write "501(c)(3) non-profit organization"
    • Tax ID Number: 41-0695509
    • New Owner:
      • St. Catherine University
        2004 Randolph Ave # F12
        St. Paul, MN 55105
  • Section F (To be completed by New Owner) can be left blank because the University will send its own W-9 form to Shareowner Services.
  • Have your signature(s) guaranteed in the Medallion format at your bank or credit union. (Be sure to call first to verify that they offer this service.)
    • Mail the completed stock power form to:

      Shareowner Services
      P.O. Box 64854
      St. Paul, MN 55164-0854
  • Mail a copy of the stock power form to the Development Office at St. Catherine University (at the address listed above) to let them know the gift is on its way. Please also indicate your gift's designation, if any.

If you have any questions or need any assistance, please contact the St. Catherine University Development Office.


Karen Kiener
Gift Accounting Manager
651.690.8725
800.945.4599 x8725
ktkiener@stkate.edu

Terri Bouressa
Information Services Coordinator
651.690.6976
800.945.4599 x6976
tabouressa@stkate.edu


More Development Office Staff contact information »