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Planned Giving
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Planned Giving

Plan for your future and help us fight Alzheimer’s
Consider leaving a legacy of support by making a planned gift to the Alzheimer's Association. Planned gifts allow you to combine your charitable giving goals with your estate and financial planning goals. Your gift will provide lasting benefits through our Alzheimer's research program and community care and support programs.

Planned gifts for all income levels
We offer planned giving arrangements that are feasible for donors of all income levels. Gifts vary from a simple will bequest to arrangements that 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. We encourage you to contact our Planned Gifts staff to discuss your options.

Bequests through wills and trusts
Have you remembered the Alzheimer's Association in your will or trust? Here is sample bequest language you can take to your attorney: "I give to the Alzheimer's Disease and Related Disorders Association, Inc. (the Alzheimer's Association), whose office address is at 2290 North First Street, Suite 101., San Jose, California 95131, _______ (insert either dollar amount or a percentage)." Tax ID 94-289-7949.

How your gift will be used
You can be assured that your gift will help increase Alzheimer's Association resources to move us toward our vision of a world without Alzheimer's. 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.

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
  • Receive Aspire Magazine

By informing us of your planned gift, you will automatically be enrolled in this honorary society. Contact a member of our planned gifts staff.
If you have already included us in your estate plan, we can immediately enroll you as our newest Founders Society member. Simply contact us at plannedgiving@alz.org or call our Planned Gifts staff at 1.866.233.5148.

Quick links
Financial Advisors' Guide
Donor Newsletter

Questions? plannedgiving@alz.org or 1.866.233.5148


 

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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.