Gifts of Securities
Gifts of Securities such as stocks, bonds and mutual funds, are gratefully accepted by Joliet Area Community Hospice (JACH). Donors can realize significant tax advantages by making a gift of appreciated securities. Donors should consult with their tax adviser regarding the tax benefits of such gifts. Generally, securities given directly to JACH are processed and liquidated immediately.
Donors should contact the JACH Development Office at 814-740-4104 when making donations of securities. JACH’s representatives for assistance with the sale and donations of securities are:
Justin Peacock or Kurt Wittmeyer
Balasa Dinverno Foltz, LLC (BDF)
500 Park Boulevard, Suite 1400
Itasca, IL 60143
Edward J. Dollinger
Edward Jones Financial Advisor
735 Essington Road, Suite 101
Joliet, IL 60435
Donors also may direct the sale of their securities through their own broker and instruct the broker to forward the check to Joliet Area Community Hospice, 250 Water Stone Circle, Joliet, IL 60431, along with the donor name, address and phone number; stock name; number of shares sold; and date of sale.
For more information on gifts of stocks, bonds, mutual funds and other securities, please contact the Senior Director of Development or the Chief Financial Officer at Joliet Area Community Hospice at 815-740-4104.