​Making a Gift of Stock

There are many advantages to you, the donor, if you choose to make a gift of appreciated securities 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.

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 (details below). 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, which is below. Be sure your broker calls Hospice of the Western Reserve to inform us of the pending transfer before completing the gift so that you are credited with the donation.

Information your broker will need:

Hospice of the Western Reserve uses the following firm to complete transfers:

PNC BANK, N.A.
Attention: Ann Runta, Fiduciary Advisor
PNC Institutional Asset Management
1900 E. Ninth Street, 13th Floor
(Mail Stop: # B7-YB13-13-2)
Cleveland, Ohio 44114
216.222.9815 – Phone
866.301.8460 – Fax     
ann.runta@pnc.com

Reference: 2175073-4792722 HOSPICE OF THE WR DONATION ACCT
DTC Code: DTC # 2616 ​HWR IRS Tax ID #: 34-1256377 ​

For Physical Delivery Only:
PNC Bank NA
Cleveland Trust Securities
4100 West 150th Street
Mail Stop B7-YB17-03-3
Cleveland, Ohio  44135

For gifts of government issues, mutual funds, or wire transfer instructions, please contact Hospice of the Western Reserve.

Please be sure to inform Hospice of the Western Reserve of all pending transfers.

Thank you!

​Annual Reports
2014 Annual Report  
See previous annual reports   

Annual Reports
2014 Annual Report  
See previous annual reports   

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.​