Other Gifting Options

With a gift to the VPC Endowment Fund, you have the personal satisfaction of knowing that you have expressed your faith, created a legacy, and played a significant role in enabling VPC to extend God’s grace into the world.  

 

Gifts come in all shapes and sizes and are often made from accumulated assets, which may include cash, securities, life insurance, and retirement fund assets, annuities, trusts, or tangible property such as artwork or real estate. Your gifting options are numerous, so we recommend that you discuss these options with your attorney and/or personal financial advisor to develop a gift plan that is best suited for your personal financial situation.

Stock Transfers

Valley gladly accepts stock contributions for pledge payments and other donations. Depending on your personal tax situation, appreciated stock contributions can create greater tax savings than cash contributions. To minimize sales expense, we recommend that stock gifts be made through Morgan Stanley Financial Advisor Chuck Corley, a VPC member, who has agreed to waive all sales expenses in selling stock for VPC.

 

To make the transfer:

 

1) Ask your investment firm to wire the securities to:

 

Morgan Stanley Wealth Management

Attn: Chuck Corley

DTC #: 0015

ACCT #: 187-029542-251

FBO: Valley Presbyterian Church

 

2) To expedite delivery and ensure that we can acknowledge your gift on a timely basis, please CLICK HERE to notify the Church Treasurer, Finance Director, and Chuck Corley when you request the transfer. Please be sure to say what your contribution is to be used for.

 

2019-2020 Treasurer

Sharon Lockareff

 

Finance Director

Susan Strehlow

 

Charles R. Corley, CPWA®

Executive Director - Wealth Management

Morgan Stanley Wealth Management

2882 Sand Hill Road, Suite 200

Menlo Park, CA 94025

Phone: 650-234-5164

Fax: 650-206-5320

 

 

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

 Valley Presbyterian Church

945 Portola Road, Portola Valley CA 94028

650-851-8282

office@valleypreschurch.org 

Join us Sundays at 10:45am 

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