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Make a Gift of Stock It is very important that the school be informed that you are making a gift of securities! Please call Paula Kistner in the Development Office at (513) 961-3410 ext. 148. To make a gift of stock, instruct your broker to transfer the securities to the account of St. Ursula Academy at UBS Paine Webber. Depository Trust Company (DTC) Number: 0221 or you may contact Mr. Tim Donovan at UBS Paine Webber at (513) 792-2179.
Once the stock is in the St. Ursula Academy account, you will receive a letter from St. Ursula Academy valuing your gift by the mean value per share on the date it arrived in the academy's account |
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