With a planned gift to the Alzheimer’s Association^® your generosity directly impacts our ability to carry out our mission to eliminate Alzheimer’s disease through the advancement of research; to provide and enhance care and support to all affected; and to reduce the risk of dementia through the promotion of brain health. You can make a difference while also realizing your financial, estate planning and tax goals.

Why Make a Planned Gift
Planned Giving Guide
Alzheimer’s Association Contact
The Founders Society
Estate/Trust Administration
Deferred Gift Annuity

 

Why Make a Planned Gift

Including the Alzheimer’s Association National Capital Area Chapter in your will or through other planned gifts enables the Chapter to have the financial support to cope with anticipated needs of our community in coming years. 

• The National Capital Area Chapter community is expected to grow and change in remarkable ways in the coming years:
• The Chapter's population is projected to grow by 7.5% from [just over 5 million to nearly 5 and a 1/2 million] individuals.
• In 2011 baby boomers begin turning 65, reaching the age of greatest risk for the disease.
• Our territory is predicted to experience the largest growth in the nation of individuals in the 65+ age group, increasing 25% from just under 1/2 million people to slightly more than 600,000 people.

Thank you for considering helping to fund our mission as part of your legacy.

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Planned Giving Guide

Our online Planned Giving Guide provides you information about:

• The many planned giving opportunities available, including charitable gift annuities, gifts through your will, gifts of life insurance and charitable trusts.
• How planned giving can help you maintain financial independence through significant income and tax-saving benefits.
• How to use our Gift Calculator to determine how a planned gift would fit into your financial strategy.  Click here for link to Gift Calculator
• How planning the management and distribution of your assets during your lifetime and beyond helps ensure our vision of a world without Alzheimer's.

Click here to view the Planned Giving Guide

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Alzheimer’s Association Contact

An Alzheimer’s Association staff member with in-depth expertise in Planned Giving will be pleased to answer any questions you or your financial or legal advisor may have.  Questions can be answered over the phone, by email or in face-to-face meetings.  Please contact: Susan Sandler at 703.766.9013 or email: Susan.Sandler@alz.org.

 

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The Founders Society

The Founders Society is an honorary society created by the Alzheimer's Association as a way of honoring those who make a bequest or lifetime gift. As a Founders Society member, you become eligible to receive the following:

• Special mailings about the Association and the disease, including updates and research advances in the fight against Alzheimer's disease.
• When substantial estate planning and tax issues arise, we will provide you with information about those changes and how the affect you.
• By informing us of your estate plan arrangements you will automatically be enrolled in The Founders Society.

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Estate/Trust Administration

Become a Founders Society Member by designating the Alzheimer’s Association as a beneficiary of a gift through a:

Bequests (Wills or Codicil)

Here is sample bequest language you can take to your attorney:

“I [name] of [city, state, zip] give, devise and bequeath to the National Capital Area Chapter of the Alzheimer’s Disease and Related Disorders Association (“Alzheimer’s Association”) tax Identification # 52-1196162
[insert written amount of gift, percentage of estate or residuary of the estate or description of property] for its unrestricted use and purpose.”

Trusts

When you create a Living /Revocable Trust, you transfer ownership of your assets to your trust.  You do not relinquish control.  You can still buy, sell, or borrow from the assets. 

The Living Trust is a written legal document that allows you, as the trustee(s), unlimited access to and full control of your assets during your lifetime.  It enables you to pass on property after death to the Alzheimer’s Association.  It is “Living” because the trust takes affect while you are still alive. 

The trust is “Revocable” because the terms can be changed or the trust can be canceled at any time. 

It is a “Trust” because it creates a place where assets are available for normal use now and will be available for distribution at the time of death.

Some of the benefits of Living/Revocable Trusts include:

• Reducing or eliminating estate taxes.
• Avoiding probate and making circumstances easier for beneficiaries.
• Keeps the estate private and allows you to maintain complete control.
• Providing a legacy after death.
• Protecting you and your interests should you become incapacitated

Life Insurance

Have your considered making the Alzheimer’s Association a beneficiary?

Retirement Assets

Many people find giving appreciated retirement assets appealing because this kind of contribution enables you to give to your favorite non-profit with less out-of-pocket expense than making an outright cash donation.

Questions? For assistance contact:

Alzheimer's Association
Planned Gifts Department
225 N. Michigan Ave., Fl. 17
Chicago, Ill. 60601-7633
Call toll-free 1.866.233.5148
E-mail: plannedgifts@alz.org
Fax: 1.866.699.1246
 

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Deferred Gift Annuity

The Deferred Gift Annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

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