Electronic Transfer
The University has two accounts that securities can be transferred to, depending on the designation of the gift, endowed fund or unrestricted and/or non-endowed funds.
Please note that the University is required to notify the bank of any stock gift prior to the transfer by the donor agent. Please call the Office of Institutional Advancement at 713-942-3415 prior to transferring stock gift to the University accounts.
Transfer Instructions to Endowed Funds:
The University’s broker is The Bank of New York. The transfer of funds from the donor’s broker account to University’s account is accomplished via Depository Trust Company (DTC). To perform such a transfer, simply notify your broker of the securities to be transferred and provide the following instructions:
The Bank of New York
DTC Number: 0954
Custodian Account Number: 10583693780
Account Name: University of St. Thomas
UST’s Contact Name at Bank of New York – Tom Walsh
Contact Phone Number: 610-828-7200
Transfer Instructions to Annual Fund or Non-Endowed Funds:
The University’s broker is Raymond James. The transfer of funds from the donor’s broker account to University’s account is accomplished via Depository Trust Company (DTC). To perform such transfer, simply notify your broker of the securities to be transferred and provide the following instructions:
DTC Number: 0725
University of St. Thomas Account Number: 15089911
UST's Contact Name at Raymond James – Jason Williams
Contact Phone Number – 713-917-3216
Stock Gifts:
- All electronic transfer of securities should be initiated by your financial institution no later end of business day on 12/31/2010.
- All physical shares need to be delivered on or before 3:00 P.M. on (Central time) on 12/31/2010 to the University. If you wish to deliver during our holiday break, please contact one of the staff listed above. We will meet you and provide you with stock power form for your signature.
Below is the information you will need for Electronic Transfer of Stock:
The University has two accounts that securities can be transferred to, depending on the designation of the gift, endowed fund or unrestricted and/or non-endowed funds.
Please note that the University is required to notify the bank of any stock gift prior to the transfer by the donor agent. Please call Roya Esfandi at 281-795-5170 prior to transferring a stock gift to the University account.
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