More than 6 million people are living with Alzheimer's disease in the United States, and over 11 million family members and friends provide unpaid care. The need to slow or stop the progression of Alzheimer's has never been more urgent for individuals, families and our health care 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
Tax Identification Number: 13-3039601
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 firstname.lastname@example.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 may name the Association as a beneficiary. We welcome the opportunity to discuss donating a policy to the Association.
- Real estate gift: We welcome the opportunity to discuss potential gifts of real estate.
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.
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 about how we exceed the BBB standards.
The information provided here is presented solely as general educational information and is not intended to be a substitute for professional estate planning or legal advice.