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    Resources for Estate Planning and Financial Advisors

    Resources for Estate Planning and Financial Advisors

    Welcome, professional advisors!

    We recognize the pivotal role you play in guiding your clients through life's most important financial and philanthropic decisions. We welcome the opportunity to collaborate with you to fulfill your clients' personal, financial and charitable goals with clarity, professionalism and integrity. Your clients' legacy could help fund the next pivotal breakthrough in Alzheimer's and dementia research, care and support.

    Our goal is simple: To assist you in determining the best gift option for your client. Whether your client is considering a gift in their will or trust, exploring tax-wise giving strategies or hoping to honor a loved one, we're here for you as a trusted resource. We're here to assist you in identifying gift opportunities to suit their needs, provide support and ensure their intentions are honored.

    We're leading the way to a new era in Alzheimer's research

    The Alzheimer's Association is the largest nonprofit funder of Alzheimer's research, and we're committed to accelerating the global effort to eliminate Alzheimer's and all other dementias. We have undertaken a multitude of diverse research initiatives working toward methods of treatment and prevention with the hope of one day finding a cure.

    We're seeing incredible advancements, new treatments and guidance for healthy lifestyle habits that promote brain health. Alzheimer's and dementia research is moving forward thanks to our generous supporters, volunteers and advocates.

    Planned giving resources for you and your clients

    Our Alzheimer's Association planned giving team is ready with resources to help your client create a meaningful legacy. Together, we will uphold the high standard of care and counsel they rely on you to provide.

    Would you like personalized assistance? Our planned giving team is ready to help with no obligation or cost. Contact us today!

    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.