Stock & Mutual Fund Donations
Did you know that you can also donate to Catawba Lands Conservancy by giving gifts of stocks, bonds or mutual funds?
Catawba Lands Conservancy holds an account at Queens Road Securities specifically for receiving your gifts of stocks, bonds or mutual funds. If you have questions relating to the donation process, please contact Margaret McGee Brantley at 704.342.3330, ext. 218.
Step 1: Please contact your broker and instruct them to electronically transfer a specific security to the following Catawba Lands Conservancy account:
Queens Road Securities
100 Queens Road, Charlotte, NC 28204
Contact: Benton Bragg at 704.377.0261 with questions
Physical stock certificates may be delivered to a Queens Road Securities representative. The owner(s) of the shares must sign the stock/bond power while present.
Mutual Funds must be specifically identified. If the fund is held at a mutual fund company, please contact the company and follow their instructions for transfer. If the fund is held at a brokerage firm, please provide CLC’s Queens Road Securities account information that’s listed above.
Step 2: Please complete the following form, Stock Notification Form, and return it to:
Catawba Lands Conservancy
Attn: Margaret Brantley
4530 Park Road, Suite 420
Charlotte, NC 28209
Phone: 704.342.3330 (ext. 218)
Please note that all securities gifts will be sold upon receipt in accordance with Catawba Lands Conservancy’s policies. CLC will value the donation based on the actual stock price on the date of receipt. Thanks for your support of CLC and saving vital land within our community!