Stock or Mutual Fund Transfer

In addition to helping the University achieve its mission, gifts of securities often give the donor significant tax benefits.

  • Donations of appreciated stock held for over one year are generally tax-deductible at market value, regardless of the price the donor paid for the shares. In addition, there are capital gains tax advantages through such a gift. Consult your tax advisor for more information.

    Transfer Shares Electronically

    To electronically transfer stock or mutual fund shares to St. Catherine University, your broker will require the following two numbers:

    U.S. Bank N.A. DTC #2803
    St. Catherine University Account #10128277

    Shares of stock may be transferred electronically via DTC, and mutual fund shares may be transferred electronically via ACATS.

    Notify the University of Your Plans to Gift Securities

    To ensure that the University can promptly acknowledge your gift, please notify the University of the details of your securities transfer, including:

    • Donor name(s)
    • Security name(s) and/or ticker symbol(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.

    Please Contact the University Directly If

    • Your shares are managed as direct registration shares
    • You wish to donate mutual fund shares, but your broker is not ACAT-eligible
    • You have physical stock certificates

    Contributions to St. Catherine University are tax-deductible to the fullest extent allowed by law. St. Catherine’s fiscal year ends May 31.

contact us

Barbara Paulson
Gift Processing Specialist

Mary Beane
Gift Compliance Officer



Tax ID No.

St. Catherine University
Institutional Advancement, Mail F-12
2004 Randolph Ave
St. Paul, MN 55105-1750