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Gifts of Securities

Gifts of Securities such as stocks, bonds and mutual funds, are gratefully accepted by Lightways. 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 Lightways are processed and liquidated immediately.

Donors should contact the Lightways Development Office at 814-740-4104 when making donations of securities. Lightways’ 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

OR

Edward J. Dollinger
Edward Jones Financial Advisor
735 Essington Road, Suite 101
Joliet, IL 60435
815-744-2127

Donors also may direct the sale of their securities through their own broker and instruct the broker to forward the check to Lightways, 250 Water Stone Circle, Joliet, ILĀ  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 Lightways at 815-740-4104.

Joliet Area Community Hospice doing business as Lightways Hospice and Serious Illness Care is a tax-exempt, non-denominational charitable organization with a 501(c)(3) classification. (Tax ID number 36-3191281.) Therefore, your gifts are tax-exempt to the fullest extent allowed by law.

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