Securities & Legacy Gifts

Create a lasting impact by supporting Diveheart through stock donations or planned giving.

By donating stocks, securities, or including Diveheart in your estate plans, you help ensure future generations of children, adults, and veterans with disabilities can experience the freedom, healing, and confidence found through adaptive scuba. Your thoughtful gift sustains Diveheart’s mission today and for years to come.

Stock donation options

Donating stocks, mutual funds, or bonds is a powerful way to support Diveheart while potentially receiving significant tax benefits.

If your shares are held in a brokerage account or bank, you may instruct your broker to transfer the shares electronically via the DTCC system.

DTCC Transfer Information:
DTCC Number: 0141
Account Name: Diveheart Foundation
Account Number: 2898-6018
(Include donor name, if applicable)

Once received, you will be sent a confirmation letter stating the value of your gift as of the date of transfer, which may be used for IRS documentation.

You may also donate by signing over your stock or bond certificate and mailing it directly to Diveheart or to our investment advisor:

Wells Fargo Advisors, LLC
1515 West 22nd Street, Suite 700
Oak Brook, IL 60523
Attn: James E. Michel
Managing Director – Investment Officer

Questions about stock donations?
James E. Michel
630-574-2446 or 800-237-5593

Planned & Legacy Giving

Planned giving allows you to support Diveheart’s long-term sustainability while maintaining your current financial security. Many supporters choose to name Diveheart in their wills, trusts, or other estate plans as a meaningful way to leave a lasting legacy.

If you have already included Diveheart in your estate plans, we would be honored to welcome you into our Planned Giving Honor Society. Please let us know by contacting us.

Types of Legacy Gifts to Consider

Unrestricted Bequests

Allows Diveheart to use your gift where it is needed most.
Sample language: “I give and devise to Diveheart (Tax ID #36-4446147), located in Downers Grove, IL, the amount of $XX [or XX% of the residue of my estate], to be used for general operating support.”

Restricted Bequests

Designate your gift for a specific purpose, such as children’s programs, veterans initiatives, equipment, or scuba therapy research.

Specific Bequests

Donate a specific asset, such as cash or securities.

Residuary Bequests

Give all or a percentage of what remains in your estate after other obligations are fulfilled.

Contingent Bequests

Designate Diveheart as a beneficiary if a named individual predeceases you.

Additional legacy giving vehicles may include retirement plans, life insurance, charitable remainder trusts, charitable lead trusts, and gift annuities. Each offers unique financial benefits, and Diveheart encourages you to consult your professional advisors.

Organization Information

Diveheart Tax ID: 36-4446147
Address: 900 Ogden Ave, #274, Downers Grove, IL 60515

Contact Us

If you would like to learn how your gift can help ensure Diveheart’s future, please contact:

Tinamarie Hernandez
Executive Director, Diveheart
630-964-1983
tinamarie.hernandez@diveheart.org

For estate planning guidance, please consult your financial or legal advisor.