Gifts of long-term appreciated stock, bonds, and mutual fund shares are an easy way to make a contribution to the Palos Verdes Peninsula Land Conservancy. A gift of securities is fully tax-deductible at its market value at the time of your contribution. To make a gift of stock to the Palos Verdes Peninsula Land Conservancy, please follow these important steps to avoid capital gains:
Transfer stocks to:
Citibank, New YorkFor Benefit of: Morgan Stanley LLCDTC Number: 0015For Further Credit to PVPLC Account Number: 184-106526-006
Send direct funds by wire transfers to:
Citibank, New YorkABA 021000089For Benefit of: Morgan Stanley LLCBeneficiary Account: 40611172For Further Credit to PVPLC Account Number: 184-106526-006
Citibank 111 Wall StreetNew York, NY 10005(212) 820-5355
If you need additional information,please contact our broker:
Shanleigh BirdMorgan Stanley Financial Planning Specialist Phone: (310) 544-3626 or (800) 225-2079 Fax: (310) 598-3153Email: Shanleigh.Bird@morganstanley.com
Please provide the Conservancy with your name and the name of the stock as soon as the transaction is initiated. This notification will enable us to provide an acknowledgement you will need for you financial records.
For additional information, please contact Susan Wilcox, Development Director, (310) 541-7613 x202; firstname.lastname@example.org.