Giving Stock

Giving appreciated stock is a win-win situation for you and Saint Mary's College. You receive gift credit for the fair market value of the stock regardless of what you paid for it originally, resulting in favorable income tax treatment. You can also make a larger gift to perpetuate Saint Mary's mission of educating women to make a difference in the world. Thank you for considering a gift of stock to Saint Mary's College.

Please direct questions regarding stock transfer to:
Adaline Stefanac Cashore '70
Director of Donor Relations
Saint Mary's College
110 Le Mans Hall
Notre Dame, IN 46556
Phone: 574-284-4706
Fax: 574-284-4749
acashore@saintmarys.edu

General Stock Transfer Information

Please find below the information you need in order to transfer stock to Saint Mary’s College. We request that you send a letter or email to Adaline Cashore at the address above indicating that you are gifting a certain number of shares of a certain stock. If your gift of stock is for a specific purpose or fund, please let us know. Otherwise your gift will be credited to the Saint Mary’s College Annual Fund. In this way, we can assure that you receive proper credit for your gift. The College’s taxpayer I.D. number is: 35-0868158. The full, legal name of the College is Saint Mary’s College, Notre Dame.

All gifts of stock are valued at the average price on the date they are electronically deposited in the College’s account or the date of the postmark (for certificates). The valuation assigned by Saint Mary’s is for internal gift recognition purposes only. The amount and date of Saint Mary’s valuation may differ from the amount and date on which your charitable contribution is valued for tax purposes. Please consult IRS Publication 526 or your tax advisor if you have questions.

Gifts of stock can be made in two ways: Electronic Transfer or Manual Transfer. Instructions for each follow.

Electronic Transfer

Gifts of stock can be made with your broker’s assistance by electronic transfer.  This process works for all publicly traded shares of stock.  Request your broker to transfer the stated number of shares electronically to:

     National Financial Services DTCC# 0226
     For the benefit of:  Saint Mary’s College, Notre Dame, Indiana
     Account# NTG-027743

If you or your broker has questions, please contact Adaline Cashore at the address above.

Manual Transfer

Stock certificates physically held in your possession can be gifted in whole or in part to Saint Mary’s College. If you wish to make a partial gift of shares held in a certificate, you will need to send the shares back to the company’s transfer agent and request that the shares be split into two certificates – one in your name and one in the College’s. Your stockbroker or bank officer can help with this process.

If you have the stock certificates in hand, simply endorse the certificates over to the College’s name (Saint Mary’s College, Notre Dame, Indiana) using the form on the back of the certificate. Also, send a letter indicating that the shares are a gift to the College. The letter must be signed by all holders of record on the front of the certificate. Please mail the certificate(s) to: Adaline S. Cashore, Director, Donor Relations, at the address above. Send certificates registered mail.

Thank you for your interest in making a gift of stock to Saint Mary’s College.