Giving

If you wish to make a tax-deductible charitable gift to the school before the end of the 2018 tax year, please use the following guidelines:

Checks: Checks must be postmarked or delivered by December 31, 2018  to qualify for a 2018 deduction.

Credit Cards: The gift date of gifts made by credit card is recorded as the date on which the payment is processed, not the date you provide your credit card number to the school. Credit card gifts made through St. Mary's secure online giving site are processed immediately. Click here to access the online giving page. 

Gifts of Stock: The gift date for gifts of appreciated securities is recorded as the date on which the shares are transferred from the donor's account to St. Mary's brokerage account.

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:

St. Mary's Acct. # at UBS: MN04032
St. Mary's Contact at UBS: 
Julie Winters, Investment Associate 
901.415.3029
800.232.7954
julie.winters@ubs.com

St. Mary's DTC #: 0221
St. Mary's Federal Tax ID:  62-0604637

Please contact Leanne Owens at lowens@stmarysschool.org  or 
(901) 537-1403 to notify us that you are making a gift of stock. This is important in helping us quickly process your gift.   

Contact Information:
Angie Gardner, Director of Advancement
901-537-1421 or 901-277-9643
agardner@stmarysschool.org