There are many ways to support the Southeastern Wisconsin Chapter through charitable gifts. Contact MaryAnn Vance, Development Director, at the chapter office for more information on any of the options listed below. She can be reached at 414.479.8800 or firstname.lastname@example.org.
Do you have an "old faithful" vehicle that needs a new home? You can avoid the time and hassle of selling by donating it to the Alzheimer's Association, Southeastern Wisconsin Chapter. You'll help a great cause and get a tax deduction at the same time. Since our vehicle donation program began in September, 2003, over 65 people have already taken advantage of this excellent opportunity.
Do you shop at Pick 'n Save? If so, you can designate the Alzheimer's Association, Southeastern Wisconsin Chapter to receive a portion of your grocery receipts every time you shop. The Pick 'n Save "Advantage Plus" card allows you to do so. You can get one for free at the customer service desk ... simply enter our charity code 024100 on your application form and make us the beneficiary of your regular shopping trip!
The family of someone who had Alzheimer's may designate the Alzheimer's Association, Southeastern Wisconsin Chapter to receive memorials in the name of that person upon their death. Envelopes are available through funeral directors or by calling the chapter office at 414.479.8800. Family members receive notification of gifts made in memory honor of their loved one.
Planned gifts diversify and expand the chapter's resources beyond annual fundraising to impact more lives affected by Alzheimer's disease today and tomorrow. Funds generated through planned gifts are utilized by the Association to optimize our core services and/or advance research, as determined by the donor and/or recommendation of the Board of Directors.
Donors who inform us of their intent to make a planned gift to the chapter are recognized as members of the Legacy Society. For more information about the Legacy Society and the various types of planned gifts listed below, please contact MaryAnn Vance, Fund Development Director, at 414.479.8800 or email@example.com.
Donors are also encouraged to consult with their attorney or financial advisor when considering a planned or estate gift.
Will Bequest: The insertion of a clause in your will or codicil is one of the simplest ways to make a gift from your estate to the Alzheimer's Association.
Living Trust: A clause similar to a will bequest will implement a charitable gift to the Alzheimer’s Association through your living trust.
Life Insurance Gift: Leaving a life insurance gift is another simple way to make a difference. You can donate a policy or simply name the Association as the beneficiary.
Charitable IRA Gift: The Pension Protection Act of 2006 offers donors 70 and 1/2 years of age and older incentives for making charitable gifts from potentially taxable IRA funds.
Charitable Life Income Trust: This type of trust enables you to make a large gift while retaining income for yourself and your spouse. Some charitable trusts give donors substantial tax benefits as well as capital gains tax avoidance.
Charitable Gift Annuity: A gift annuity is a simple contractual agreement between a donor and the Alzheimer’s Association in which you transfer assets to us in exchange for our promise to pay you a lifetime annuity. It is easy to create and provides both income and estate tax deductions as well as important capital gains tax benefits.
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. This bill restores the IRA Charitable Rollover for 2010 and permits its use in all of 2011. The act is retroactive to January 1, 2010, so donors who previously made 2010 IRA rollovers will qualify.
The principal rules for direct transfers from an IRA to a qualified public charity are that the IRA owner must be 70½ or older and that the transfer is for no more than $100,000 each year. A 2010 transfer qualifies for the required minimum distribution. It must be to a public charity either outright or for a specific purpose, but may not be to a donor advised fund or supporting organization. The transfer is made directly from a custodian or trustee to the charitable organization.
A very important potential 2010 benefit exists. Because Congress recognized that it is very late in the year, individuals who choose to make a qualified charitable distribution (QCD) rollover from their IRA trustee to a charity may make their 2010 charitable gift during 2010 or in January of 2011.)
Please contact Mary Ann Vance to discuss this matter further if this is of interest to you.
Many workplaces have a charitable funding drive in the fall, usually (but not always) through United Way. If you have a United Way fund drive at your workplace, you can direct your contribution to the Alzheimer's Association, Southeastern Wisconsin Chapter. First look for the Donor Choice section. Then look for Community Health Charities. Then find the Alzheimer's Association. Then make your contribution. If you have any difficulties, ask the person who coordinates the campaign at your workplace. Or call Community Health Charities at 414.918.8100.
If you have a different type of charitable fund drive at your workplace, ask your coordinator how you can direct your gift to the Alzheimer's Association.
If you do not have a charitable fund drive at your workplace, you might want to consider implementing one. Payroll deduction is a very convenient way to put your money to work fighting Alzheimer's disease. Contact Community Health Charities at 414.918.8100 and learn how to go about doing this.