Support


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.

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 by charity. 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 Susan Wilcox, Development Director, at (310) 541-7613, ext. 202, or swilcox@pvplc.org.