St. Olaf College

Give Stock

There may be significant tax benefits to giving stock or mutual funds to St. Olaf, particularly if significant capital gains have accumulated.

In order to complete an electronic transfer of stock or mutual funds, instruct your broker to transfer the securities to the college’s account at Charles Schwab

This type of electronic transfer is done via the Depository Trust Company (DTC) system.

Transfer information

Brokerage
DTC Number
Account Name
Account Number
Federal Tax ID
MN Tax ID
Charles Schwab
0164
St. Olaf College
8411-4327
41-0693979
20133

When you transfer securities through the DTC system, or if you have questions about transferring stocks, please notify:

Mark Gelle
Assistant Vice President and Chief Investment Officer
gelle@stolaf.edu
507-786-3295