The Chancel of Valley Presbyterian Church
Valley Presbyterian Church
945 Portola Road - Portola Valley, CA 94028

Donating Stock to Valley Presbyterian Church

Valley Presbyterian Church gladly accepts stock contributions for pledge payments and other donations. Appreciated stock contributions usually create greater tax savings than cash contributions.  


To minimize sales expense, we recommend that stock gifts be made through Morgan Stanley Smith Barney broker Chuck Corley, a VPC member, who has agreed to waive all sales expenses in selling stock for VPC.

To make the transfer, ask your broker to wire the securities to:


Morgan Stanley Private Wealth Management

Attn: Chuck Corley

DTC #: 0015

ACCT #: 187-108757-251

FBO: Valley Presbyterian Church

To expedite delivery, please notify Church Treasurer and Bookkeeper when you request the transfer, and be sure to say what your contribution is to be used for.

2014 Treasurer

Renee Loth Cali

treasurer@valleypreschurch.org

2014 Bookkeeper

Susan Strehlow

650-851-8282 Ext. 102

Chuck Corley

Charles.R.Corley@morganstanleypwm.com

Morgan Stanley Private Wealth Management

2882 Sand Hill Road

Menlo Park, CA 94025

Phone: 650-234-5164

Fax: 650-234-5183

 

If you need the Tax ID of either VPC or Morgan Stanley PWM for your stock transfer form, please contact the church office at 650-851-8282.

New York Stock Exchange
 

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