Giving Stock from a Shareholder Service Account

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Giving Stock from a Shareholder Service 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-serv... 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 Avenue # 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.

Contact:

E-mail:  stockgifts@stkate.edu
Fax: 651.690.6918
Address:  St. Catherine University
Attn: Gift Processing, Box F-12
2004 Randolph Avenue
St. Paul, MN 55105-1789

Karen Kiener                                                  Terri Bouressa
Gift Accounting Manager                              Information Services Coordinator
651.690.8725                                                651.690.6976
800.945.4599 x.8725                                   800.945.4599 x.6976
ktkiener@stkate.edu                                     tabouressa@stkate.edu