Ways to Give
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.