Alzheimer's disease is the 6th leading cause of death in the United States, where more than 5 million people are living with this fatal disease. As many as 16 million people may develop Alzheimer's by 2050. The need to slow or stop the progression of Alzheimer's has never been more urgent for individuals, families and our healthcare system.

If you have a client interested in leaving a gift to the Alzheimer’s Association in a will, trust, or by beneficiary designation, please use the following information about the Alzheimer's Association.

Legal Name: Alzheimer’s Disease and Related Disorders Association, Inc. (the Alzheimer’s Association)
Legal Address: 225 N. Michigan Ave., Suite 1700; Chicago, IL 60601-7633

Sample Bequest Language

“I give to the Alzheimer’s Disease and Related Disorders Association, Inc. (the Alzheimer’s Association), whose national office address is 225 N. Michigan Ave., Suite 1700, Chicago, IL 60601-7633 (Tax ID#: 13-3039601) _____% of the rest of my estate (or $______) in support of its full mission.”



If your client would like to direct their gift to a specific program or service, or if you are administering an estate and have a gift to distribute, please contact us first to ensure we can honor their wishes. You may contact us at 866.233.5148 or by email at plannedgiving@alz.org

Ways Your Clients Can Give

  • Will bequest: A clause in a will or codicil is one of the simplest ways to make a gift from an estate to the Alzheimer's Association.
  • Living trust: A clause similar to a will bequest will implement a charitable gift to the Association through a living trust.
  • Charitable gift annuity: A gift annuity transfers donor assets to the Association in exchange for our promise to pay a lifetime annuity. An annuity provides both income — some of which may be tax-free — and estate tax deductions, as well as capital gains tax benefits.
  • Charitable life income trust: Your client can make a large gift while retaining income. Some charitable trusts provide substantial tax benefits and capital gains tax avoidance.
  • Retirement plan gift: Donors can designate the Association as a beneficiary in Individual Retirement accounts (IRAs) and 401(k) plans. Some donors are able to make a gift directly from their retirement plans.
  • Life insurance gift: Your client can donate a policy or simply name the Association as a beneficiary.
  • Real estate gift: Real estate gifts come in a variety of sizes and arrangements. Some allow donors to make a gift, obtain a charitable tax deduction and remain in the property for their lifetime. Some may provide benefit by capital gains tax avoidance.

Saying Thank You

Please encourage your client to notify us of their gift. Notifying us is the best way to ensure that we receive the gift and use it in the way the donor intends. We also want to honor their generosity.

Professional Advisor Program

Our professional advisor program gives you the opportunity to share your professional expertise through speaking engagements, educational seminars and sponsorship opportunities through our nationwide chapter network.

You can enhance your practice by informing your clients with Alzheimer's disease and related dementias about the services of your local Alzheimer's Association.

 

About the Alzheimer’s Association

When your clients include the Alzheimer's Association in their estate plans, they are supporting the leader in the fight against Alzheimer's disease. Their gifts will help us enhance the services we provide to millions of families and will help fund research that promises to change the course of the disease.

The Alzheimer's Association national organization exceeds the minimum standards of 65 percent program expense set by the Better Business Bureau's Wise Giving Alliance. Learn more.