Skip to Content

    Planning Your Legacy Gift

    Smart planning starts here

    Making a legacy gift doesn't have to be difficult. Our planned giving resources can help you and your advisor explore your options and make informed decisions. Gain a better understanding of how a gift through your will, trust or legacy plan can benefit you and the Alzheimer's Association.

    Sample language for your will or trust

    Using the correct wording in your will, trust or alternate plan is essential to ensure your wishes are followed as you intend. Should you choose to include the Alzheimer's Association, our sample language can help guide your will or trust.

    To leave a gift for the Alzheimer's Association in your plans, we recommend the following language, which should be shared with your attorney and/or financial planner.

    Recommended sample language


    "I give [the residue of my estate], or [ ______% of the residue of my estate], or [the sum of __________ dollars] to the Alzheimer's Disease and Related Disorders Association, Inc. (the Alzheimer's Association), Tax ID #13-3039601, whose home office address is currently 225 N. Michigan Ave., Floor 17, Chicago, Illinois 60601-7633 in support of its full mission."

    Learn more: Will or Trust

    Choose the gift that's right for you

    Review and compare different gift options to decide which one is right for you.

    Learn more: Planned Giving Benefits

    Find common gifts for your age

    See what others choose at different life stages.

    Learn more: Giving by Age Group

    Discover gift options based on what you own

    If you already know the assets you intend to give, learn how to make the biggest impact and receive the most benefits in return.

    Learn more: Giving by Asset

    Planned giving glossary of terms

    Whether you're new to legacy giving or consider yourself very knowledgeable, our glossary of terms provides straightforward explanations to help you navigate the multitude of charitable estate planning terms and definitions.

    Learn more: Glossary of Terms

    Financial and legal planning for caregivers

    As a caregiver, you know the importance of having a daily or weekly plan in place. Having a clear, well-defined legacy plan is essential because it allows the person with dementia to be involved in the decision-making process and to express their wishes and intentions, while they still can. It also allows time to work through the complex issues involved in long-term care and other health care decisions.

    Planning now for the future means less stress for you and your loved one, knowing you will be prepared, as best you can be, when the time comes. The Alzheimer's Association has resources to help you assess those important financial and legal considerations that you're dealing with now and in the future.

    Learn more: Financial and Legal Planning

    For weekly tips, information on Alzheimer's care and support, advances in research, and inspirational stories for people living with the disease and their caregivers,   subscribe to our weekly E-News.

    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

    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

    Candid Platinum Logo Charity Navigator Logo


    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.