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Bequests and Other Planned Gifts
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Introduction
Bequests Through Wills and Trusts
How Your Gift Will Be Used
The Founders Society
Planned Giving Resources 
Professional Advisors 
 

 






Introduction

There are many ways to achieve your long-term financial goals while also leaving a legacy to the Alzheimer’s Association Minnesota-North Dakota. The Alzheimer’s Association offers a variety of planned giving options, and your gift will provide lasting benefits in dementia education, support, advocacy and research.

The Alzheimer’s Association offers planned giving arrangements that are feasible for donors of all income levels. Options can help you maintain financial independence through favorable income and tax-saving benefits.

Opportunities include gifts from a will bequest, living trust, charitable gift annuity, charitable life income trust, retirement plan, life insurance and real estate.

Please notify the Association of your intent to make a planned gift, so that we may provide any help you need as well as thank and recognize you appropriately. For more information about planned giving opportunities, please contact Rebecca Stibbe, vice president, development:

By phone: 952.857.0537
By email: rstibbe@alz.org

The information provided on planned gifts is for educational purposes only. For legal or tax advice, the Alzheimer's Association recommends contacting your legal or tax advisor.


Bequests Through Wills and Trust

If you’d like to write the Association into your will or trust or add a codicil, here is sample language to share with your attorney:

"I give, devise, and bequeath (indicate specific dollar amount, percentage of estate or specific property) to the Alzheimer’s Disease and Related Disorders Association, Inc., Minnesota-North Dakota Chapter dba Alzheimer’s Association Minnesota-North Dakota (Federal TIN: 41-1361624)."

The Association’s regional center address is 7900 West 78th Street, Suite 100, Minneapolis, MN, 55439.


How Your Gift Will Be Used

You can be assured that your gift will help move the Alzheimer's Association toward our vision of a world without Alzheimer's. The Alzheimer's Association exceeds the minimum standard of 65 percent program expense set by the Better Business Bureau's Wise Giving Alliance, and the Alzheimer’s Association Minnesota-North Dakota Chapter also meets the accountability standards set by the Charities Review Council.

• Learn more about our use of funds.
• Learn more about our commitment to accountability.


The Founders Society

The Founders Society is an honorary society created by the Alzheimer's Association to recognize and thank those who make a bequest or lifetime gift. As a Founders Society member, you are entitled to these special benefits:

• News about advances in Alzheimer's research, prevention, caregiving and advocacy efforts to make the Alzheimer’s crisis a national priority
• Notices of Association events and meetings
• Timely updates on how substantial estate planning and tax changes may affect you
• The opportunity to take an active role in awareness and advocacy campaigns
• Aspire Magazine

By informing us of your plan using our Letter of Intent (PDF), you will automatically be enrolled in this prestigious society.


 

Planned Giving Resources

There are many ways to leave a legacy to the Alzheimer’s Association. Our online resources may help you determine how different planned gifts would fit into your financial strategy.

View gift options.

Access the planned gifts calculator.


 

Professional Advisors

The Alzheimer's Association makes several gift planning resources available to professional advisors. View these resources.

For additional information, please contact Rebecca Stibbe, vice president, development:

By phone: 952.857.0537
By email: rstibbe@alz.org 

 

 


 

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.