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.
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.
To ensure that the University can promptly acknowledge your gift, please notify the University of the details of your securities transfer, including:
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.
Contributions to St. Catherine University are tax-deductible to the fullest extent allowed by law. St. Catherine’s fiscal year ends May 31.
Gift Processing Specialist
Gift Compliance Officer
Tax ID No.
St. Catherine University
Institutional Advancement, Mail F-12
2004 Randolph Ave
St. Paul, MN 55105-1750