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    Free Planned Giving Resources to Share With Clients

    Free 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

    Download free guides from the Alzheimer's Association on wills, trusts and beneficiary designations to help you protect your assets and plan your legacy.
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    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.
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    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

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    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.