Ways to Give
To name the Alzheimer's Association Central & North Florida Chapter in your will, the following language can be taken to your professional counsel: “I, (name), of (city, state, ZIP), give, devise and bequeath to the Alzheimer’s Disease and Related Disorders Association, Inc. (Alzheimer's Association), with national offices located at 225 North Michigan Avenue, Suite 1700, Chicago, Illinois 60601 (insert written amount of gift, percentage of the estate or residuary of estate, or description of property) for its unrestricted use and purpose.” (This can be changed to restrict the gift to specific use/purpose).
Charitable Gift Annuities
The Alzheimer's Association offers charitable gift annuities, which are simple contracts between a donor and a charity (such as the Alzheimer's Association), to pay the donor a fixed amount, usually quarterly, for the rest of his or her life, in exchange for an initial gift of $5,000 or more. Gift annuities are easy to establish and offer a tax deduction at the time of the initial gift. In addition, a portion of the lifetime payments made to the annuitant may be tax-free. Gift annuities may be established for one or two annuitants and may be funded with cash or appreciated stock.
Corporate Giving Campaigns
Support the Alzheimer’s Association through your company’s annual corporate giving campaign. It is a convenient way to give your contribution through regular payroll deductions.
Donate your vehicle
When you or someone you know no longer needs their car, give us a call! The Alzheimer’s Association Central and North Florida Chapter is accepting donations of new and used vehicles through America's Car Donation Charities Center. Your donation will be tax-deductible. You can donate vehicles and vessels including but not limited to cars, trucks, trailers, boats and RV's. To donate a new or used vehicle, simply call 800.272.3900. You will be contacted within 48 hours regarding free pick up of your vehicle. This is a creative and helpful way to help fund critically needed programs and services which are provided to the nearly 120,000 people in Central and North Florida who are affected by Alzheimer’s disease. Thank you for your consideration. For more information, contact: Alzheimer’s Association Central & North Florida Chapter 800.272.3900.
Gifts of stock
When you donate appreciated stock to the Alzheimer's Association Central & North Florida Chapter, you can receive significant potential tax benefits. Gifts of stock may be transferred electronically to the Central & North Florida Chapter securely and conveniently. First, please contact the Chapter at 800.272.3900 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 Central & North Florida Chapter. Your broker will need the following information: Broker; Account Name; Account Number and DTC Number.
Make a tax-free gift to the Alzheimer's Association from your IRA. The Charitable IRA Rollover benefits of the Pension Protection Act of 2006 ended December 31, 2007 for all individual donors qualifying at age 70 1/2 or older. However, work is underway thanks to the National Commitee on Planned Giving (NCPG) and Independent Sector to reinstate and extend the rollover benefit in 2008. If you would like to keep track of this legislative process and voice your support of NCPG's efforts to your legislators, go to www.ncpg.org for more information or contact us.
• Individuals aged 70½ and older may transfer up to $100,000 per year directly from an IRA to the Alzheimer's Association.
• The charitable distribution counts toward your minimum required distribution (RMD) requirements.
• A couple with separate IRAs could each give up to $100,000 for a total of $200,000.
• Transfers cannot be used to establish a charitable gift annuity or a charitable remainder trust.
• It's not necessary for you to itemize deductions and the general 50 percent of adjusted gross income limitation does not apply.
• Transfers are not deductible as charitable gifts. However, there is no federal tax when the distribution is a direct charitable rollover.
• The transfer must be made directly from the IRA to the Alzheimer's Association. The specific transfer and reporting forms will be determined by each IRA custodian and the IRS.
• Transfers must be made between now and December 31, 2007.
How to make your gift:
1. Speak with your professional tax advisor to see if an IRA charitable rollover gift meets your needs.
2. Contact your IRA custodian to obtain and fill out the necessary forms to transfer your desired amount directly to the Alzheimer's Association.
3. Contact the Alzheimer's Association toll free at 866.233.5148 and let us know of your incoming gift.
If you would like more information about this opportunity or to discuss making an IRA charitable rollover gift to the Alzheimer's Association, please contact Melodie Turish, Associate Director, Planned Giving - Southeast, via email: Melodie.Turish@alz.org or Steve Oswald, Associate Director, Principal and Major Gifts - Southeast Region, via email: Steven.Oswald@alz.org.Note: This page provides general financial information, not to take the place of professional financial or legal advice. As with any tax strategy, please consult your professional tax advisor.
Sometimes a donor may wish to make a significant impact with a gift of $1,000, $5,000, $25,000 or more. If you are interested in making a Major Gift, please contact the Vice President of Development, Dave Judy via email email@example.com to learn more about how we honor Major Gift donors.
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 to the address below or you can fax it to 407.951-7993.
Bequests and charitable gift annuities (CGAs) are two popular types of planned gifts that can provide for you and your family and also make a lasting contribution to the Alzheimer's Association.
Note: The Alzheimer's Association strongly encourages donors to work with their attorneys and financial professionals to determine which type of planned gift may be most suitable for their individual situation. Chapter staff will be pleased to answer any questions you or your advisor may have. For more information, contact Dave Judy, Associate Director, Planned Giving - Southeast, via email: mailto:firstname.lastname@example.org.
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.
The Central & North Florida Chapter is a proud member of Community Health Charities of Florida. Community Health Charities of Florida (CHC-FL) is a federation of Florida’s premiere health organizations that have joined together to raise charitable contributions in the workplace. Employee donations are used to support member charities, which provide research, patient services and or outreach in local communities.
CHC-FL encourages employees to designate on their pledge cards to the health charity or health charities of their choice, and then CHC-FL distributes the funds directly to us. And as members of the Community Health Charities board and leadership council, our agency has a say in the operating budget and administrative fees of CHC-FL. Between 75-90 cents of every dollar received by CHC on our behalf is paid directly to our agency.
If you are a state employee you have the opportunity to support our agency through your FSECC campaign, just look for our agency code in your Florida State Employees Charitable Campaign booklet and mark it on your pledge card. If you are a federal employee you also have the opportunity to support our agency through your CFC campaign, just look for our agency code in your Combined Federal Campaign booklet in the local and/or national section and mark it on your pledge card. If you are privately employed and your employer runs a United Way only campaign, you and your employer can contact Community Health Charities of Florida 877.CHC.FLA7 (242.3527) and a local staff person will help your company expand your campaign to include the health choice.