Additional Ways to Give
When you donate appreciated securities to the Alzheimer’s Association, you receive two tax breaks. First, you may be able to deduct these gifts as charitable donations. Moreover, you can also avoid capital gains tax on the transfer. When giving securities, be sure to consult with your financial advisor and/or attorney.
A gift of appreciated securities can be made directly to the Alzheimer’s Association, Greater New Jersey Chapter. You may be able to deduct the fair market value of the securities without paying federal income tax on the appreciated value. If you sell the securities and donate the proceeds, you will have to pay the capital gains tax, thus decreasing the amount of your gift. Gifts of stock may be securely and conveniently transferred electronically to the Greater New Jersey Chapter. Please call Kenneth C. Zaentz, President and CEO at 973.586.4300, so we can inform our broker that a transfer will be made. Then, contact your broker to initiate the gift of securities to the Alzheimer's Association, Greater New Jersey Chapter. Your broker will need the following information which we can provide: Account Name; Account Number and DTC Number.
Certificates You Hold
If you hold the actual stock certificates, please contact Kenneth C. Zaentz, President and CEO, at 973.586.4300.
Contact the customer service department at your company to secure the forms needed, and then call Kenneth C. Zaentz, President and CEO, at 973.586.4300, to discuss your intent. Please allow at least one month for the transfer. Mutual fund transfers may take longer, as each mutual fund company has its own requirements for making charitable contributions.
For more information about gifts and securities, please call Kenneth C. Zaentz, President and CEO, at 973.586.4300 or e-mail email@example.com .
On December 19, 2014 President Obama signed the IRA Charitable Rollover Extension into law and made it retroactive to January 1, 2014. If you are 70 1/2 years old or older, this is a wonderful opportunity to make a gift of up to $100,000 to the Alzheimer's Association, Greater New Jersey Chapter from your IRA by December 31 2014 without incurring any income tax on the distributed funds. Distribution must be made directly from the IRA trustee payable to the Alzheimer's Association, Greater New Jersey Chapter, so please consult your IRA custodian or tax advisor. This opportunity applies only to IRAs and not other types of retirement plans. The legislation will be in effect only for the remainder of 2014.
For more information, please call Kenneth C. Zaentz, President and CEO, at 973.586.4300 or e-mail: firstname.lastname@example.org.
There are many ways to achieve your long-term financial goals while also leaving a legacy to the Alzheimer’s Association, Greater New Jersey Chapter. The Alzheimer’s Association offers you a variety of planned giving arrangements. Bequests and other types of estate gifts can make a long lasting contribution to the important work of the Alzheimer’s Association, Greater New Jersey Chapter. In addition, these gifts can provide important tax benefits. Donors should work with their attorneys and financial professionals to determine the type of gift that is most appropriate for their own circumstances. 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 any of these planned giving options, please call Kenneth C. Zaentz, President and CEO at 973.586.4300 or e-mail: email@example.com.
By remembering the Alzheimer's Association, Greater New Jersey Chapter in your will, you can have a significant impact on improving the quality of care for all those affected by Alzheimer's disease. Your bequest may have estate tax planning benefits as well. Here is sample bequest information you can take to your attorney:
I, [your name] [address, city, state, zip], give, devise and bequeath to the Alzheimer’s Association Greater New Jersey Chapter, with offices located at 400 Morris Avenue, Suite 251, Denville, New Jersey 07834 [insert written amount of gift, percentage of estate, or residuary of estate, or description of property] for its unrestricted use and purpose.
Gifts of Retirement Plans
These days many companies offer qualified retirement plans that allow employees to defer paying taxes on a portion of their income until the assets are withdrawn. Designating the Alzheimer's Association as the beneficiary of a retirement plan allows you to pass on those dollars tax free, instead of leaving a tax burden to your heirs or estate. Examples of plans to consider include 401(k), 403(b), Keoghs, and traditional Individual Retirement Accounts (IRAs).
A life insurance policy can provide a substantial contribution to the Alzheimer’s Association, Greater New Jersey Chapter and present tax advantages in estate planning. The policy can be either a new one or a paid–up policy that is no longer needed for its original purpose. The most direct way to make this type of gift is to name the Chapter as both the owner and the beneficiary of the life insurance policy.
Charitable Gift Annuity
A Charitable Gift Annuity is a simple contract between you and the Alzheimer’s Association. In exchange for your irrevocable gift of cash or securities, the Alzheimer’s Association agrees to pay a fixed sum each year for the life of one or two annuitants. The rate of return is determined by your age. Charitable Gift Annuities 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.
Charitable Trusts provide you with the opportunity to make a considerable donation to the Alzheimer’s Association, Greater New Jersey Chapter. A Charitable Remainder Trust pays a lifetime income to you or a loved one. At the beneficiary’s death, the Greater New Jersey Chapter receives the remaining principle. A Charitable Lead Trust provides the Greater New Jersey Chapter with income for a designated period of time and then your beneficiaries receive the remainder. Charitable Trusts offer significant tax benefits for you and your family.
Planned Giving Calculator
For more information about determining how different planned gifts would fit into you financial strategy, please call Kenneth C. Zaentz, President and CEO, at 973.586.4300 or e-mail: firstname.lastname@example.org.
The Alzheimer's Association makes several gift planning resources available to professional advisors. For more information, please call Kenneth C. Zaentz, President and CEO at 973.586.4300 or e-mail: email@example.com.
Please note that our national Alzheimer's Association is a separately incorporated nonprofit. If your client wishes their planned gift to support a specific location or program, the gift directive will require special wording. For additional information, please call Kenneth C. Zaentz, President and CEO at 973.586.4300 or e-mail: firstname.lastname@example.org.
Now you can donate your car, truck, boat, fleet vehicle, motor home, motorcycle, snowmobile, personal water craft or RV to benefit individuals and families in our area facing Alzheimer’s disease and related dementias. By donating, you receive a tax deduction, eliminate the hassle of selling your vehicle, and help the Association provide help and hope to people in New Jersey.
The Alzheimer's Association, Greater New Jersey Chapter has partnered with the Car Program, a reputable vehicle donation processor, who will make all arrangements - including picking up your vehicle from wherever it is located - at no cost to you. Car Program even will pick up your vehicle the next day if called in by 2 p.m. They handle the title transfer requirements and will provide you with a tax deductible donation receipt when they pick up your vehicle.
Your donation is tax-deductible; for current information about the tax deductibility of vehicle donations, contact the Internal Revenue Service at 1.800.829.1040, or view the IRS brochure (PDF).
To donate your vehicle and support the Alzheimer's Association, please call 973.586.4300, e-mail email@example.com or click here to submit your donation online directly through the Car Program Web site.
Click here to purchase goods and services to benefit the Alzheimer's Association.
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