Saint Mary’s University of Minnesota welcomes gifts of appreciated securities.  Many generous benefactors prefer this type of gift for its simplicity to execute, and for its income tax advantages.

Gifts of stock can easily be transferred to the University’s account at Linsco Private Ledger.  Listed below are Saint Mary’s account number and the name of our LPL agent:

Agent:               Mr. Fred Fletcher

Telephone #:      (608) 784-9100 (La Crosse, Wisconsin office)

DTC #:              0075

Account #:        6305-8609

This information should be all a broker or agent needs to complete the transfer of stock from the benefactor’s account to Saint Mary’s account.  It would be helpful for Saint Mary’s University if the broker or benefactor would inform the Director of Gift Planning of the type of stock and number of shares to be transferred to Saint Mary’s University’s account.  This information will enable this office to identify and process each gift more quickly.  Please feel free to contact the Director of Gift Planning for Saint Mary’s University of Minnesota directly at 1-800-635-5987, extension 1791.

Please note:  The date of gift is the day on which the benefactor's broker or agent transfers the security to a University account, not the date on which the benefactor instructs the broker or agent to transfer the security.

Updated April 2007