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Planned gifts support Alzheimer research and care

Alzheimer's disease is the most important and least embraced public health issue in America. An estimated 5 million people are living with this fatal disease in the United States and 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.

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 planned 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.


About the Alzheimer's Association

For nearly 30 years the Alzheimer's Association has provided vital support to the millions of individuals and families affected by Alzheimer's in communities nationwide. We are the largest private funder of Alzheimer research that investigates possible methods of treatment, prevention and cure.

Our mission: The Alzheimer's Association is the leading voluntary health organization in Alzheimer care, support and research. Our mission is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health.

Our vision: A world without Alzheimer's.

How our funds are used
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.


Ways your clients can give

The most popular planned gifts to the Alzheimer's Association include:

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 Planned Gift staff.


Our professional advisor program

Our professional advisor program gives you the opportunity to share your professional expertise through speaking engagements, education 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.


Resources

Alzheimer's disease and the Association

Professional advisor resources

  • Receive emails covering charitable giving and tax information. Sign up.

Questions? Contact plannedgiving@alz.org or 1.866.233.5148.


The information provided on planned gifts is for educational purposes only.


 

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.