Electronic Stock Transfer

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Electronic Stock Transfer

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:

Tyler Running                 
Client Service Consultant
Wells Fargo Institutional Retirement and Trust
Phone: 612.667.7153
Fax: 612.667.3822
tyler.j.running@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:

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