Twice the Impact During the Dog Days of Summer
Twice the Impact During the Dog Days of Summer
Our End of Summer 2x Match is underway, but not for long. From now until midnight on Aug. 31, your gift can have double the impact on advancing research and helping provide care and support for those impacted by Alzheimer’s.
Donate NowGiving Through Life Insurance
Life insurance policies are often used to protect loved ones and provide financial security. It can also offer a flexible and often overlooked way to make a meaningful charitable gift. You can use an existing policy or purchase a new one with the Alzheimer's Association as the beneficiary.
Benefits of giving life insurance
- If ownership of the policy is transferred to the Alzheimer's Association, you may be eligible for a tax deduction equivalent to the policy's fair market value at the time of transfer.
- If you continue paying premiums on a policy owned by the Alzheimer's Association, these payments may qualify as charitable contributions and be tax-deductible.
- Naming the Alzheimer's Association as the beneficiary may reduce the taxable estate value, potentially lowering your estate taxes.
How to give life insurance
There are a few ways to structure a life insurance gift:
- Name the Alzheimer's Association as beneficiary: Designate us as a full or partial beneficiary of your policy. This is simple and doesn't affect your current finances.
- Transfer ownership of an existing policy: You can transfer ownership of a paid-up policy or continue paying premiums. You may receive a charitable deduction for the policy's value and any future premiums.
- Purchase a new policy: Take out a new policy with the Alzheimer's Association as owner and beneficiary. Premiums you pay may be tax-deductible.
Free Resources to Help You Plan
Download free guides from the Alzheimer's Association on wills, trusts and beneficiary designations to help you protect your assets and plan your legacy.
Learn More About Planned Giving
Including the Alzheimer's Association in your plans helps fund research, care and support for people living with Alzheimer's and other dementia — now and into the future.
Learn More
Find your local Alzheimer's Association Planned Giving Advisor
Our planned giving team is here to answer questions about including the Alzheimer's Association in a will, trust, beneficiary designations or other legacy planning opportunities.
Contact the planned giving team
Jill Workman
Alzheimer's Association
Senior Director, Planned Giving
Phone: 866.233.5148
Email: plannedgiving@alz.org
The information provided on this website is presented solely as general educational information and is not intended to be a substitute for professional estate planning, financial or legal advice. It is important to consult with a tax, financial and/or legal advisor about your specific situation.