Planned Giving
IRA Charitable Rollover Act Extended
If you are age 70 ½ and up, you can benefit from the extension of the IRA Charitable Rollover Act. This allows IRA owners to make a direct transfer to charities such as the Alzheimer’s Association.Since a traditional IRA is funded with non-taxed dollars, a charitable contribution from an IRA does not qualify for an income tax deduction, but it does give the benefit of a lower taxable income. Please contact your IRA plan custodian or trustee before making any withdrawal.
Please call Ashton Baker at our local office at 1-800-860-1444 or the national office toll-free number at 1-866-233-5148 for more information.
Will
The simple insertion of a clause in your will assures that a lasting gift will be made to the Alzheimer's Association. If you wish, the staff at the chapter can help you and your professional counsel with the suggested form of bequest.
Revocable living trust
Many people prefer to use a living trust as an alternative to, or in addition to, their will. A clause similar to a will bequest will implement a charitable gift to the Alzheimer's Association. A revocable living trust allows a gift of assets to be made now while retaining the right to retrieve those assets later if it becomes necessary.
Life insurance gift
Since almost everyone has some kind of life insurance, leaving a gift to the Alzheimer's Association is a simple way for you to make a difference. You may make the gift with very little cost by asking your insurance professional to help you...
• Change an existing policy to name the Alzheimer's Association as owner and beneficiary.
• Purchase a new policy and name the Alzheimer's Association as owner and beneficiary.
• Designate the Alzheimer's Association as a beneficiary for a percentage of the policy proceeds.
Charitable remainder trust
You can take advantage of a gift vehicle known as a charitable remainder trust to provide income for yourself and your spouse for life, and still make a major gift to the Alzheimer's Association. These trusts, particularly when they are funded with appreciated property, often provide donors increased income as well as favorable tax benefits. For gifts in smaller amounts, a charitable gift annuity provides similar features and benefits. The Alzheimer's Association will be happy to provide additional information about these vehicles.
Gift of current assets or appreciated securities
A gift by check may be made outright or pledged over a period of up to five years to the Alzheimer's Association. Your gift of appreciated securities (stocks, mutual funds, and bonds) held more than one year is exempt from long-term capital gains taxes and, in most cases, enables you to obtain a charitable income tax deduction equal to the market value of the securities.
Memorialize or honor a loved one
All of the planned giving mechanisms listed above can include a loving tribute to a friend or loved one in whose memory or honor the gift is made. In addition, you can make a gift by cash, check or credit card in memory of or in honor of a loved one. If you provide the Association with the name and address of the surviving family member, we are happy to let the family know of your gift.Workplace Giving
Workplace giving is a simple and effective way for employees to support the Alzheimer's Association mission. Your gift helps fund vital research, programs, and services. No matter how small your contribution, your dollars add up to make a difference in the fight against Alzheimer's disease.
Learn more about your options through:
Community Health Charities and the Combined Federal Campaign
The South Carolina Chapter of the Alzheimer's Association is a member of the Community Health Charities federation, the largest workplace giving campaign devoted to health. If your employer participates in Community Health Charities campaigns, designate your contribution to the Alzheimer's Association.
Federal employees can donate to the Alzheimer's Association through the Combined Federal Campaign (CFC).
Corporate Giving Campaigns
Support the Alzheimer's Association through your company's annual corporate giving campaign. It is a convienent way to give your contribution through regular payroll deductions.
United Way
If your workplace participates in United Way campaign, you can designate your pledge to the Alzheimer's Association through United Way's Donor Choice Program. Simply follow the instructions on your pledge card, or write in our name and address. The South Carolina Chapter receives support from Greenville United Way and the United Way of the Piedmont.
Matching Gifts
Participating in your company's matching gift program is a great way to double or triple your donation to the Alzheimer's Association. Ask your human resources department for a matching gift form and mail it your local Alzheimer's Association office or you can fax it to 864.225.1387.
Volunteer Match
Your company may make a financial contribution in grants on behalf of the time you spend volunteering with the South Carolina Chapter through a volunteer grants program. Contact your company's human resources department for workplace giving opportunities or contact Velma Haggan, VP-Finance and Operations 1.800.273.2555 or by email: velma.haggan@alz.org.
Gifts of Stock
When you donate appreciated stock to the Alzheimer's Association, South Carolina Chapter, you can receive significant potential tax benefits. Gifts of stock may be transferred electronically to the South Carolina Chapter securely and convienently. First, please contact Velma Haggan, Vice President of Finance at 1.800.273.2555 so we can inform our broker that a transfer will be made. Then, contact your broker to inform them that you would like to make a gift of stock to the Alzheimer's Association, South Carolina Chapter. Your broker will need the following information: Broker, Account Name, Account Number, and DTC Number.
Donate a Car
If you have a vehicle that you are thinking of trading in or selling, consider donating it to the Alzheimer's Association Donate a Car Program.
