Planned Giving: Bequests and charitable gift annuities
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.
Bequests - naming the Alzheimer's Association 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 Greater Indiana Chapter of Alzheimer's Disease and Related Disorders Association (Alzheimer's Association) EIN 35-1747836 (insert written amount of gift, percentage of estate or residuary of the estate or description of property) for its unrestricted use and 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.
Gifts of stock
When you donate appreciated stock to the Alzheimer's Association - Greater Indiana Chapter, you can receive significant potential tax benefits. Gifts of stock may be transferred electronically to the Greater Indiana chapter securely and conveniently. First, please contact the Chapter at 317-575-9620 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 - Greater Indiana Chapter. Your broker will need the following information: Broker; Account Name; Account Number and DTC Number.