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Bequests and Other Estate Gifts
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Bequests through Wills and Trusts
Estate Giving
The Founders Society
Professional Advisors 
Use of Funds
 

 




 

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 our Estate Giving staff at 866.233.5148 or email us at estategiving@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.

Gifts may be sent to:
Alzheimer's Association
Attn: Estate Giving
225 North Michigan Avenue, Suite 1700
Chicago, IL 60601

 

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: 13-3039601)."

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

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Professional Advisors

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

For additional information, please contact Temma Shankman, Individual Giving Manager:

By phone:
952.767.7578
By email:
tshankman@alz.org

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Alzheimer's Association

Our vision: A world without Alzheimer's disease®.
Formed in 1980, the Alzheimer's Association is the world's leading voluntary health organization in Alzheimer's care, support and research.