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
Melissa Foster, Director of Development and Communications
(310) 541-7613 x202
Email: mfoster@pvplc.org.
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:
We’re doing a little trail maintenance on our website! Thanks for hanging tight while we improve your online experience. If you need assistance, email us at info@pvplc.org.
