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 Retirement Accounts
Name the Alzheimer's Association as a beneficiary of your individual retirement account (IRA), 401(k), 403(b) or other retirement plan, as these can be taxed at high rates when left to heirs.
As of January 2026, if you are 70.5 years of age or older, you can give up to $111,000 annually from your IRA directly to the Alzheimer's Association without having to pay income taxes on the donation. You can also fund a one-time charitable gift annuity (CGA) of up to $55,000* with a qualified charitable distribution (QCD) from your IRA.
Benefits of giving through retirement accounts
- Give up to $111,000 per year. Meet your RMD requirements tax-free while supporting the Alzheimer's Association.
- Create a one-time CGA up to $55,000 with a QCD from your IRA. Receive fixed income for life while meeting required minimum distribution (RMD) requirements and advancing Alzheimer's care and research.
- Avoid income tax. The funding of your CGA with a QCD is excluded from your taxable income.
- Satisfy your required minimum distribution. Your IRA gift counts toward your RMD.
- Reduce your tax burden. Keeping your taxable income lower may reduce the amount of tax you pay on Social Security benefits and Medicare premiums.
- Reduce taxes for your heirs. IRAs left to individuals may be heavily taxed, giving from your IRA now may remove that burden.
- See your impact now. Your gift starts helping immediately.
How It Works
- Name the Alzheimer's Association as a beneficiary of your IRA, 401(k), 403(b) or other retirement plan.
- Designate a percentage or specific amount to be distributed after your lifetime.
- If you are 70.5 years of age or older, you can give up to $111,000 annually from your IRA directly to the Alzheimer's Association without having to pay income taxes on the gift.
- Fund a one-time charitable gift annuity of up to $55,000 with a QCD from your IRA if you're 70.5 years of age or older.
- These gifts may reduce estate taxes and ensure your values live on through your support of Alzheimer's research, care, and advocacy.
How to make a QCD gift
If you're 70.5 years of age or older, you can make a qualified charitable distribution (QCD) directly from your IRA to the Alzheimer's Association.
- Contact your IRA administrator. Tell your plan administrator you'd like to make a qualified charitable distribution to the Alzheimer's Association. They may have a simple form or online process to initiate the transfer.
- Provide our details.
Your administrator will need:
Legal name: Alzheimer's Disease and Related Disorders Association, Inc.
EIN: 13-3039601
Mailing address: 225 N Michigan Avenue, Floor 17, Chicago, IL 60601 Attn: Planned Giving
Phone: 312.335.8700
Please include your name and address with your check request. IRA gifts often arrive without donor information. Including your information is the only way to receive an acknowledgement in a timely manner.
Notify us of your gift
Are you making a QCD to the Alzheimer's Association today or have you done so recently? Let us know so we provide you with our gratitude and the tax acknowledgement you need.
Notify Us
Free Resources to Help You Plan
Learn More About Planned Giving
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.