Gifts from Investments

Charitable IRA Rollover

Please contact your IRA plan administrator to make a gift from your IRA to the Queens Fund. Your IRA funds will then be directly transferred to Queens University of Charlotte. You may transfer up to $100,000 a year.

Please note: that IRA charitable rollover gifts do not qualify as a charitable deduction.

Donor Advised Funds

Donor advised funds are a convenient and tax-efficient method for donors to manage their charitable giving.

For gifts from a donor advised fund – Queens’ Tax ID number is 56-0530003.

Stock Gifts

When making stock gifts, please be sure that Queens receives the following information:

• Your name
• Stock name
• Number of shares
• Approximate amount
• The specific fund to support, if not going to the Queens Fund

Stock details

Account Name: Queens University of Charlotte
Account Number: 561A0915 DTC
Clearing Number: 0725

Philip Bailey
Muirfield Wealth Advisors
6101 Carnegie Blvd, Suite 550
Charlotte, NC 28209

Phone: 704-442-0047
Fax: 704-442-0123

Contact: Leslie Allison (lallison@muirfieldwealth.com)