Planned Giving Home

Our vision is a world without Alzheimer's

Planned Giving Links

Welcome to Alzheimer's Association Planned Giving

Thank you for your interest in Alzheimer's Association. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Alzheimer's who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. We are available to speak with you at 866-233-5148.

Benefits For Family and Alzheimer's Association

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Alzheimer's Association. More on Easy IRA Gift >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Alzheimer's Association shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

The Promise
In 1996, Frances Wade was in the late stage of Alzheimer's. She asked her daughter Mary Frances to make a promise - to do whatever she could to help people who were dealing with the challenges of Alzheimer's disease. More on The Promise >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgifts@alz.org.

If you are a professional advisor, you may take the following steps on this site.