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GIVING TO UST

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SUPPORT UST
End of the Year Giving
The University of St. Thomas will be closed for the holidays December 24th through January 4, 2009. However, we have staff on call to assist with any end of the year gift.

Please contact Roya Esfandi at 281-795-5170 or Diane Thornton at 281-389-5746 for further information.

Please read the information below to insure your end of the year contribution can be counted as a calendar-year 2009 gift:

Cash Gifts:

  • To be delivered no later than 3:00 P.M. local time (Central) on 12/31/2009. Please call one of the on-call staff listed above.

Checks Gifts:

  • All checks should be post marked no later than 12/31/2009. The check should be made to University of St. Thomas and sent to:

 University of St. Thomas
 Office of Institutional Advancement
 3800 Montrose Blvd.
 Houston, TX 77006

Credit Card Gifts:

  • All credit card contributions should be made online before 2:30 P.M. (Central) local time. To make an online credit card contributions please go to: www.stthom.edu/give_online

Stock Gifts:

  • All electronic transfer of securities should be initiated by your financial institution no later end of business day on 12/31/2009.
  • All physical shares need to be delivered on or before 3:00 P.M. (Central time) 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.

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:    901
Agent Bank ID Number:  26500
Interested Party Number:  26659
Custodian Account Number:    369377
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 – John Fichter
Contact Phone Number – 713-787-2145

Charitable IRA Gift:

This special gift opportunity is available in 2008 and 2009 only.  Persons age 70 ½ and older may gift funds through their IRA (Individual Retirement Account) by authorizing their custodian/broker to send funds directly to the University of St. Thomas. We are happy to provide needed for such transactions by calling Diane Thornton at 281-389-5746. Consider sending a Required Minimum Distribution to UST.

Matching Gift:

Please remember that many companies sponsor matching gift programs to encourage employees to support their colleges and universities. If you or your spouse works for a matching gift company, you can double or triple your gift to UST.  Check with your company’s Human Resource Department to see if a matching gift program is in place or contact us after the holidays at 713-942-3415.

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