Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to St. Olaf College. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Wire and ACH Transfers

St. Olaf College can accept wire transfers from domestic and international banks. Donors can also make ACH (Automated Clearing House) or EFT (Electronic Funds Transfer) gifts. Select “eCheck” for payment method.

Please contact the St. Olaf development office at 800-776-6523 or with questions.

Stock and Mutual Funds

To complete an electronic transfer of stock or mutual funds, instruct your broker to transfer the securities to St. Olaf's account at Charles Schwab via the Depository Trust Company (DTC) system.

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

When you transfer securities, or if you have questions about transferring stocks, please notify:

Nate Engle
Controller | 507-786-3502

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to St. Olaf with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Official Language for Including St. Olaf in a Will

If your clients are interested in supporting St. Olaf with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as St. Olaf can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible.