{"id":327,"date":"2023-09-23T14:09:27","date_gmt":"2023-09-23T18:09:27","guid":{"rendered":"https:\/\/www.queens.edu\/advancement\/?page_id=327"},"modified":"2025-03-13T10:24:34","modified_gmt":"2025-03-13T14:24:34","slug":"gifts-from-investments","status":"publish","type":"page","link":"https:\/\/www.queens.edu\/advancement\/gifts-from-investments\/","title":{"rendered":"Give Through Investments"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Charitable IRA Rollover<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Important note: A qualified charitable distribution from a retirement account is a non-deductible contribution to Queens.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Donor-Advised Funds<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Stock Gifts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When making stock gifts, please be sure that Queens receives the following information from your stockbroker:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your name<\/li>\n\n\n\n<li>Stock name<\/li>\n\n\n\n<li>Number of shares<\/li>\n\n\n\n<li>Approximate amount<\/li>\n\n\n\n<li>Gift designation (area of support or the specific fund if known)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Stock details<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Account Name: Queens University of Charlotte<br>Account Number: 561A0915<br>DTC Clearing Number: 0725<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Queens contracts with the following company to help with stock sales\/transfers:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Philip Bailey<br>Muirfield Wealth Advisors<br>6101 Carnegie Blvd, Suite 550<br>Charlotte, NC 28209<br>Phone: 704-442-0047<br>Fax: 704-442-0123<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Queens\u2019 contact: Leslie Allison (<a href=\"mailto:lallison@muirfieldwealth.com\">lallison@muirfieldwealth.com<\/a>)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page_with-sidebar.php","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-327","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"There are many ways to give from investments, such as charitable IRA rollover, donor-advised funds, and stock gifts.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.queens.edu\/advancement\/gifts-from-investments\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Advancement -\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Give Through Investments - 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