Give Through Investments

Making a gift through your investment portfolio is a smart way to support Queens and enjoy potential tax advantages. We can accept gifts from an IRA, donor-advised fund (DAF), stock, or property sale.

Charitable IRA Rollover

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

Important note: A qualified charitable distribution from a retirement account is a non-deductible contribution to Queens.

Donor-Advised Funds

Please consult your financial advisor about using your Donor-Advised Fund (DAF) to support Queens. The Tax ID number for Queens is 56-0530003 (you will need this to complete your DAF giving).

Stock Gifts

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

• Your name
• Stock name
• Number of shares
• Approximate amount
• Gift designation (area of support or the specific fund if known)

Stock details

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

Queens contracts with the following company to help with stock sales/transfers:

Philip Bailey
Muirfield Wealth Advisors
6101 Carnegie Blvd, Suite 550
Charlotte, NC 28209
Phone: 704-442-0047
Fax: 704-442-0123

Queens’ contact: Leslie Allison (lallison@muirfieldwealth.com)