|For Gifts of Shares Held by Donor in Certificate Form
Do not endorse the back of the certificate. Please mail the certificate, along with a letter stating the purpose of the gift, to:
Manager Treasury Services
Treasury & Investments
Saint Louis University
Wool Center, 3rd floor, rm 116
St. Louis, MO 63103
It is advised to use Registered or Certified Mail, return receipt requested.
In a separate envelope that you mail on the same day as the certificate, please send a copy of your letter which instructs the University on how to use your gift and a stock/bond power that contains your signature, which has been Medallion Guaranteed by your broker or bank. Other than providing the guaranteed signature, please leave all other spaces blank on the stock/bond power form. The date for your gift is the postmark date for the envelope.
Print a blank Irrevocable Stock/Bond Power Form.
For Gifts of Securities Held by Broker
Wire securities to:Wedgewood Partners, Inc.
For benefit of: Saint Louis University
Clearing house: Penson Financial, New York, NY 10004
D T C #: Contact us for this Number
For account: Contact us for this Number
Attention: Tony Guerrerio
Phone: (314)567-6407 or (314)567-6467 or (800)537-1252 (outside Missouri)
The date of your gift will be the day the stock is received in the University's account. It usually takes one day to complete the transfer. (Delivery of paper certificate, transferred into the name of the University through the issuer's transfer agent, can take up to six weeks).
Gifts of Mutual Funds Shares
The shares of mutual funds may also be transferred to the University. Please contact your mutual fund company for transfer instructions.
For other Mutual Fund Companies not listed, please contact them directly for transfer instruction.
For assistance with a gift of securities, please contact Kent Levan at (314) 977-2357 or email email@example.com.