Choosing the right asset for your planned gift can maximize both your tax benefits and your impact on Alzheimer's research. The asset types below are commonly used for legacy donations to the Alzheimer's Association.


 

Give by asset

Cash and Cash Equivalent Gifts

Simple gifts such as cash, checks or bank transfers that can be given outright or used to fund an income‑producing gift are immediate, flexible and may be fully tax‑deductible when left to the Alzheimer's Association.

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Stocks, Bonds and Other Investment Assets

Donating appreciated stocks or bonds to the Alzheimer's Association may help you avoid capital gains taxes while maximizing your charitable impact.

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Retirement Accounts

IRAs, 401(k)s and similar accounts when left to the Alzheimer's Association may avoid heavy income taxes for heirs and could reduce estate taxes.

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Real Estate

A current home, rental property, land or commercial property can be donated, often eliminating capital gains taxes and providing substantial deductions.

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Life Insurance Policies

Whole, universal or term life insurance policies can name the Alzheimer's Association as beneficiary or be gifted outright, turning modest premium payments into a significant future gift.

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Financial Accounts

Naming the Alzheimer's Association as a beneficiary of a checking, savings or Certificates of Deposit (CD) account is one of the simplest planned gifts, with no attorney required.

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Donor-Advised Funds

Charitable giving accounts from which you can recommend grants now or designate the Alzheimer's Association as final beneficiary.

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Other ways to give by asset

Closely held business interests. Ownership shares in a family or private company that can be donated before or after a sale, offering potential tax savings and a way to create a lasting legacy.

Tangible personal property. Physical assets like jewelry, artwork, coins, antiques, or collectibles that can be given outright or in your will, sometimes offering fair market value deductions.