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, refer them to:

Zach Cedergren
Wells Fargo Institutional Trust Services
Phone: (612) 667-5226
Fax: (612) 316-2376
Zach.Cedergren@wellsfargo.com

Notify the University

To ensure that the University can promptly recognize and prepare a receipt for your gift, 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.

Contacts


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 »