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.
Federal Tax ID
MN Tax ID
St. Olaf College
When you transfer securities through the DTC system, or if you have questions about transferring stocks, please notify:
Assistant Vice President and Chief Investment Officer