​Making a Gift of Stock

There are many advantages if you choose to make a gift of securities to help support our patients and families.


Your gift may qualify you for unique tax benefits including an income tax deduction for the full fair market value of the stock at the time of the gift. You may also avoid paying capital gains tax on the increased value of the stock. If you want to donate depreciated stock, it is generally best to sell the assets first and then donate the proceeds to Hospice of the Western Reserve. Please contact your tax adviser for information on the specific implications for your situation.

Remember, you should transfer the stock directly to Hospice of the Western Reserve before it is sold, in order to receive the maximum tax benefit.  If your broker holds the stock, instruct your broker in writing of the shares you wish to give to Hospice of the Western Reserve. Send a copy of your letter to Hospice of the Western Reserve.  Be sure to include your name or the donor's name, address and phone number.

To complete an ELECTRONIC TRANSFER of stock, your broker will need the direct transfer code (DTC) number and our account number, which is below. Be sure your broker calls, and sends a letter, to Hospice of the Western Reserve (contact information below) that specifies your name, address and phone number, the number of shares, type of stock, and designation of gift, so that you are credited with the donation.

Please note that we have new contact and stock transfer information:

Stock Gift Contact

Huntington National Bank
Attention: Toby Blossom, Vice President 
Huntington, Charitable Advisory Group
106 S. Main St., 5th Floor 
Akron, OH  44308
330.384.7302 – Phone
toby.s.blossom@huntington.com

Hospice of the Western Reserve Contact

JohnZajc
Development Office
Hospice of the Western Reserve
17876 St. Clair Avenue
Cleveland, OH  44110-2602
216.255.9094 - Phone
jzajc@hospicewr.org
HWR IRS Tax ID #: 34-1256377

Electronic Transfer

Huntington National Bank
ABA #044000024
Wealth Management Services
ACCT #01891662889
Reference:#1540002976 Hospice of the WR Donation Acct
DTC #2305
FBO/For the Benefit of:Hospice of the Western Reserve 


For Physical Delivery Only

Huntington National Bank
Wealth Management Services – Trust Department
Attn:  Transfer Desk
328 S. Saginaw St., FNT161
Flint, MI  48502

 

Annual Report
2014 Annual Report  


Hospice of the We​stern ​Reserve Development Office
17876 St. Clair Av​​enue
Cleveland, Ohio 44110
donate@hospicewr.or​g
Phone: 855​.475.0245
​(Monday – Friday 8:00 a.m. – 4:30 p.m.)
​​​
A community-based 501(c)(3) non-profit hospice, tax ID: 34-1256377 ​Your donation is tax-deductible as permitt​ed by law.
17876 St. Clair Av​​enue
Cleveland, Ohio 44110
donate@hospicewr.or​g
Phone: 855​.475.0245
​(Monday – Friday 8:00 a.m. – 4:30 p.m.)
​​​
​A community-based 501(c)(3) non-profit hospice, tax ID: 34-1256377 ​Your donation is tax-deductible as permitt​ed by law.​