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?

Here’s how:

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 Alesia DiCosola at 704.342.3330, ext. 205.

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
1031 S. Caldwell Street
Suite 200
Charlotte, NC 28203

Account Name: Catawba Lands Conservancy
DTC: 0443
Account Number: 5QR402486

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 Stock Notification Form, and return it to:
Catawba Lands Conservancy
Attn: Alesia DiCosola
4530 Park Road
Suite 420
Charlotte, NC 28209
Fax:  704.342.3340

Email: alesia@catawbalands.org
Phone: 704.342.3330 (ext. 205)

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!