Shares should be transferred directly to St. Mary’s brokerage account at UBS Financial Services, Inc. Contact your broker to request the transfer. You will need the following information:
UBS Financial Services
DTC #: 0221
UBS Acct. # MN04032 St. Mary's
St. Mary's Contact at UBS:
Julie Winters, Investment Associate
Please contact Leanne Owens at firstname.lastname@example.org or 901-537-1403 to notify us that you are making a gift of stock to St. Mary's. Providing this notice will expedite the processing of your gift and help ensure that you are eligible for a charitable income tax deduction.
Donors of appreciated securities are eligible for special tax advantages. Email Kirk McClintock, Director of Advancement, for more information.