Planned gifts allow you to combine your charitable giving goals with your estate and financial planning needs. To help you meet your goals, the Alzheimer's Association - Greater Michigan Chapter offers a variety of arrangements including annuities, trusts and bequests. Our staff is available to discuss your options in complete confidence, contact Jennifer Lepard.
Further information is available on:
- Charitable Gift Annuity
- Charitable Reminder Unitrust
- Gifts through Wills and Estates
- IRA Considerations
- Gifts of Life Insurance
The Founders Society
The Founders Society is an honorary society created by the Alzheimer's Association as a way of bringing those who make a bequest or lifetime gift into our extended family. As a Founders Society member, you become eligible to receive the following:
- Special mailings about the Association and the disease, including updates and research advances in the fight against Alzheimer's disease
- Notice of meetings and other Alzheimer's Association events
- When substantial estate planning and tax issues arise, we will provide you with information regarding these changes and how they effect you By informing us of your plan, you will automatically be enrolled in this prestigious society.
A Charitable Gift Annuity is an agreement between you and the Alzheimer's Association in which you receive a partial charitable deduction at the time of your gift and annual payments based on your life expectancy.
In a Charitable Remainder Unitrust, your income is based on a percentage (at least 5 percent) of the value of your trust that is revalued annually. Accordingly, your yearly payments may vary relative to the annual changes in the value of your trust.
In a Charitable Remainder Annuity Trust, the payment is a fixed percentage (never less than 5 percent) of the value of the assets. This means that a fixed dollar amount is paid each year, regardless of how the trust investments perform.
Bequests are gifts made through a will or trust. Through a will you may bequeath cash, personal property or real estate. You may designate a specific cash gift, a percentage of your estate or the remainder of your estate after other bequests, taxes and fees have been paid.