Palos Verdes Peninsula Land Conservancy (Southern California)
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 procedures:
Transfer stocks to:
Citibank, New York
For Benefit of: Morgan Stanley Smith Barney LLC
DTC Number: 0015
For Further Credit to PVPLC Account Number: 184-106526-007
Send direct funds by wire transfers to:
Citibank, New York
ABA 021000089
For Benefit of: Morgan Stanley Smith Barney LLC
Beneficiary Account: 4061172
For Further Credit to PVPLC Account Number: 184-106526-007
Bank information:
Citibank
111 Wall Street
New York, NY 10005
(212) 820-5355
If you need additional information on any of the above, please contact our broker:
Steven Geraghty
Morgan Stanley Smith Barney
Senior Vice President: Wealth Management
Financial Planning Specialist
Assistant: Abigail Derrick or Shanleigh Geraghty
Phone: (310) 544-3626 or (800) 225-2079
Fax: (213) 355-6862
Email: steven.r.geraghty@mssb.com
Please provide the Conservancy with your name and the name of the stock as soon as the transaction has taken place. This notification will ensure you are promptly provided with acknowledgement required for your tax purposes. For additional information, please contact Andrea Vona, Executive Director, 310-541-7613 x204; avona@pvplc.org.
Income-Producing Gifts
With life income gifts such as charitable remainder trusts, an income tax deduction can be taken for the current value of the "remainder interest" of the donation. Appreciated assets transferred to a trust also do not incur capital gains taxes when the assets are sold. Please speak to your personal legal or financial advisor about the following options:
- Charitable Gift Annuity: Provides fixed income for life – for yourself or up to two beneficiaries.
- Deferred Gift Annuity: Defer your annuity payments and receive higher income payments – for yourself or up to two beneficiaries.
- Charitable Remainder Unitrusts: Various funding options are available.
- Charitable Remainder Annuity Trusts: Provides income for life and tax benefits.
- Donor Advised Fund: Manage your charitable giving through this convenient, flexible and cost-effective alternative to establishing a private foundation.
- Retained Life Estates: Gift the Conservancy your house and continue to live there rent-free.
If you would like to donate or have any other questions, please contact Andrea Vona, Executive Director, at (310) 541-7613, ext. 204, or avona@pvplc.org.
