GIFTS OF STOCK

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 York
For Benefit of: Morgan Stanley LLC
DTC Number:  0015
For Further Credit to PVPLC Account Number: 184-106526-006

Send direct funds by wire transfers to:
Citibank, New York
ABA 021000089
For Benefit of: Morgan Stanley LLC
Beneficiary Account: 40611172
For Further Credit to PVPLC Account Number: 184-106526-006

Bank information:
Citibank 
111 Wall Street
New York, NY  10005
(212) 820-5355
If you need additional information,
please contact our broker:


Shanleigh Bird
Morgan Stanley 
Financial Planning Specialist 
Phone: (310) 544-3626 or (800) 225-2079 
Fax: (310) 598-3153
Email: 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; swilcox@pvplc.org.