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Stock Gifts


Thank you for your interest in supporting the Academy of Holy Angels and our students with a gift of stock or other appreciated assets.   Stock donations can avoid capital gains tax that would be due if you sold these assets.  Simultaneously, you are eligible to receive a charitable deduction for the full fair-market value of the assets at the time of the gift.

Please use the instructions below to make a stock donation.

1. Provide the following information to your broker:
ROUTE TO: UBS Financial Services
ACCOUNT NAME: Academy of Holy Angels
ACCOUNT #: 7A06543
DTC#: 0221
FEDERAL TAX ID#: 41-0696903

2. You or your broker should contact both UBS and the Academy of Holy Angels with the name of the stock, the number of shares being transferred, and the donor’s name (if applicable). This ensures the gift is properly credited and acknowledged.  

Here are the appropriate contacts:

UBS Financial Services
Attn: Molly Padmore
681 E Lake Street, Suite 354
Wayzata, MN  55391
P: (612) 303-5941

Academy of Holy Angels
Brian McCartan
6600 Nicollet Avenue South
Richfield, MN  55423
P: (612) 798-2618