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Make Twice the Impact This World Alzheimer’s Day
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Donate NowFree Planned Giving Resources to Share With Clients
We understand that every client's situation is unique, and choosing the right planned giving strategy requires thoughtful planning and sound guidance from financial advisors and estate planners like you.
The Alzheimer's Association offers a range of easy-to-understand, professionally prepared guides covering a variety of planned gift vehicles, including IRA charitable rollovers.
These resources provide helpful insights into how specific strategies can align with your clients' financial goals, values and legacy plans. Whether your client wants to make an immediate impact or establish a long-term philanthropic vision, these materials can help you evaluate the most appropriate and effective gift options.
We invite you to explore and use these guides as part of your planning process.
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.