Leave your mark by making a generous gift, and greatly enhance the Alzheimer’s Association’s capacity to serve as the lifeline for more than 36,000 persons with dementia in Dutchess, Orange, Putnam, Rockland, Sullivan, Ulster and Westchester Counties, and their family members and caregivers, through one of these fund opportunities:
• The Jean Savage Leslie Alzheimer’s Disease Resource Center
• The Adele Rohrlich Memorial Fund
• The Raymond W. Dolan “Time Away” Program
• The Margaret M. Cahn Service Fund
• The Gertrude N. Nadel Memorial FundTo learn more about Alzheimer’s Association, Hudson Valley/ Rockland/Westchester, NY Chapter Family and Tribute Fund giving opportunities, please contact us at 800.272.3900 or via e-mail at email@example.com.
The Alois SocietyAlois Alzheimer Society members are individuals, family foundations or charitable trusts that make an annual direct gift of $1,000 or more in cash, stock or securities to the Association. Members are kept informed about developments in Alzheimer research, advocacy and programs through a bi-annual newsletter and invitations to special events.
The Zenith SocietyZenith members are a vibrant group of philanthropic leaders who are interested in the full mission of the Association: research – care – and prevention. Members are individuals and organizations that commit at least $1 million to the Alzheimer’s Association. They are a diverse group of thoughtful, talented, and committed individuals who powerfully address the devastating impacts of Alzheimer’s locally, nationally and globally through the Association and this program. The designation between local support and research can be made in any proportion of the donor’s choosing. Most importantly, however, the Alzheimer’s Association recognizes and celebrates all Zenith gifts both locally and nationally. This includes naming opportunities and membership in the Alzheimer’s Association’s Zenith Society Donors designating at least half of their Zenith gift to the Alzheimer Research Grants Program engage directly with the research and researchers. Members themselves make final selections on annual Zenith Awards (all applicants are peer-reviewed by the Association’s two-tiered evaluation system) with careful guidance from the Association’s Medical and Scientific Advisory Council. Members meet twice a year; the spring meeting is used to review and vote on the grant applications and the fall meeting is used to hear directly from the scientists supported through the Zenith research grants program.
The Rosemary SocietyThe Rosemary Society was created to acknowledge those generous individuals who have made a lifetime commitment to fighting Alzheimer's disease through their estate or financial plans. The Rosemary Society takes its name from the herb, Rosemary, which is associated with enhancing memory. Individuals become members of The Rosemary Society upon notifying our chapter that the Alzheimer’s Association, Hudson Valley/Rockland/ Westchester, NY Chapter has been included in a bequest or lifetime planned gift. Their generosity is recognized on a leaf of our donor recognition tree, located in our Administrative Office, upon receipt of the gift. Beginning July 1, 2006, all new Rosemary Society Members will also become members of the national Founder’s Society.
Giving Opportunities through the Rosemary Society include:
Life income giftsThe Alzheimer’s Association offers two types of life income arrangements:
(1) the charitable gift annuity
(2) the charitable remainder trust Charitable gift annuity — The charitable gift annuity pays a donor a rate of return for one or two lives. Rates, established by the American Council of Gift Annuities, are reviewed annually. For example, a husband and wife, ages 74 and 72, could get an annual rate of 6.1 percent for their lifetimes, with quarterly payments. The rate is based on the age of the donor. The older the donor, the higher the payment rate, up to a current high of 11.3 percent per year (as of July 2006).
Charitable remainder trust — Under a charitable remainder trust, you make a gift to the Association in a trust, reserving the income to yourself, another person, or yourself and another person, either for life or a set numbers of years. At the end of the trust, the remaining assets are distributed to the Association. Charitable remainder trusts are complex legal instruments. Consequently, the use of an attorney and professional trustee, such as a bank trust department, is usually advisable. For more information on life income gifts, go to http://www.alzgift.org/.
BequestsBequests are gifts made through a will or living trusts. They are especially popular for people who want to make a gift of significant size but who cannot give up income or capital during their lifetime. Sample bequest language: "I give to the Alzheimer's Disease and Related Disorders Association (the Alzheimer's Association), located at 2 Jefferson Plaza, Suite 103, Poughkeepsie, NY 12601, _______ (insert either a specific dollar amount or a percentage) of my estate for its __________ (unrestricted support of the Alzheimer’s Association’s mission, use in dementia research, use in local chapter [Alzheimer’s Association, Hudson Valley/Rockland/ Westchester, NY Chapter] programs and services or list another specific program)." For more information on bequests, go to http://www.alzgift.org/
Retirement Account Assets and IRA'sDesignate the Hudson Valley/Rockland/Westchester, NY chapter of the Alzheimer's Association as the contingent beneficiary on your policy. For more information on retirement account assets and IRS's gifts, go to http://www.alzgift.org/
Life InsuranceDonate an existing policy or include us as a beneficiary of your existing policy. For more information on life insurance gifts, go to http://www.alzgift.org/
To learn more about Alzheimer’s Association Alois, Zenith or Rosemary/Founders Society giving opportunities, or to notify the Association that you have already made a lifetime commitment to fighting Alzheimer's disease through your estate or financial plans, please contact us at 800.272.3900 or via e-mail at firstname.lastname@example.org.
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the Alzheimer’s Association, and other ways to donate, please contact us at 800.272.3900 or via e-mail at email@example.com