alz.org|Find Your Chapter  

AdvocateWalkShopDonate

Find your chapter:

search by state







Plus on Google Plus

Estate Giving

alz.org | IHaveAlz

Questions?

  • Call our staff: 866.233.5148
    Email us at estategiving@alz.org

  • *
    *

    *required

For Professional Advisors

Estate giving supports Alzheimer’s research and care

Sample Bequest Language/Tax ID
“I give to the Alzheimer's Disease and Related Disorders Association, Inc. (the Alzheimer's Association), whose national office address is at 225 N. Michigan Ave., Suite 1700, Chicago, IL 60601-7633, _______ (insert either dollar amount or a percentage) in support of its full mission."

Tax ID 13-3039601

Alzheimer's disease is the 6th leading cause of death in the United States, where more than 5 million people are living with this fatal disease. As many as 16 million people may develop Alzheimer's by 2050. The need to slow or stop the progression of Alzheimer's has never been more urgent for individuals, families and our healthcare system.

Ways Your Clients Can Give

  • Will bequest: A clause in a will or codicil is one of the simplest ways to make a gift from an estate to the Alzheimer's Association.
  • Living trust: A clause similar to a will bequest will implement a charitable gift to the Association through a living trust.
  • Charitable gift annuity: A gift annuity transfers donor assets to the Association in exchange for our promise to pay a lifetime annuity. An annuity provides both income — some of which may be tax-free — and estate tax deductions, as well as capital gains tax benefits.
  • Charitable life income trust: Your client can make a large gift while retaining income. Some charitable trusts provide substantial tax benefits and capital gains tax avoidance.
  • Retirement plan gift: Donors can designate the Association as a beneficiary in Individual Retirement accounts (IRAs) and 401(k) plans. Some donors are able to make a gift directly from their retirement plans.
  • Life insurance gift: Your client can donate a policy or simply name the Association as a beneficiary.
  • Real estate gift: Real estate gifts come in a variety of sizes and arrangements. Some allow donors to make a gift, obtain a charitable tax deduction and remain in the property for their lifetime. Some may provide benefit by capital gains tax avoidance.

For assistance, please call 1.866.233.5148 or contact a member of our Estate Gifts staff.

Back-to-top

Professional Advisor Program

Our professional advisor program gives you the opportunity to share your professional expertise through speaking engagements, educational seminars and sponsorship opportunities through our nationwide chapter network. You can enhance your practice by informing your clients with Alzheimer's disease and related dementias about the services of your local Alzheimer's Association.

Back-to-top

About the Alzheimer’s Association

When your clients include the Alzheimer's Association in their estate plans, they are supporting the leader in the fight against Alzheimer's disease. Their gifts will help us enhance the services we provide to millions of families and will help fund research that promises to change the course of the disease.

The Alzheimer's Association national organization exceeds the minimum standards of 65 percent program expense set by the Better Business Bureau's Wise Giving Alliance.
> Learn more.

Back-to-top

Questions?

Contact estategiving@alz.org or call 1.866.233.5148.


Sign up for our e-newsletter

Stay up-to-date on the latest news and advances in Alzheimer's treatments, care and research. Get tips for living with Alzheimer's as well as simple ideas on how you can support the fight to end Alzheimer's.

First name: Last name:

*Email: *Zip:

Weekly E-Newsletter
Breaking Research Updates

The Alzheimer's Association does not share e-mail addresses with third parties. Please read our security and privacy policy.

Alzheimer's Association

Our vision is a world without Alzheimer's
Formed in 1980, the Alzheimer's Association is the world's leading voluntary health organization in Alzheimer's care, support and research.