There are many ways you can help the Alzheimer’s Alliance Tri-State and other non- profit organizations in your community, including through your estate. Planned giving helps any non-profit organization continue services that are vital to the community as well as implement new ones.

 

The term Planned Giving refers to charitable gifts that require some planning before they are made. Whether a donor uses cash, stocks, bonds, paid-up life insurance, real estate, artwork, or other financial assets, the benefits of funding a planned gift can make this type of charitable giving very attractive to both the donor and the charity. Planned gifts are popular because they can provide valuable tax benefits and, in some instances, income for life.

 

If you are interested in planned giving, talk with your attorney about your options.

 

Bequests

One of the easiest ways to make a gift to Alzheimer's Alliance Tri-State Area, Inc. is by leaving a bequest in your Will.

 

The following language can be used to make your gift:

 

"I give and devise to *insert non-profit name here*, the sum of _________ Dollars ($_________) to be used for such charitable purposes as the governing body of _______________  deems appropriate; provided, however, that at the time of such gift, ________________or its successor, must be a charity as described in Sections 170(c) and 2055(a) of the Internal Revenue Code."

 

OR

 

"I give and devise ________ percent (________%) of my residuary estate to _________________or its successor, to be used for such charitable purposes as the governing body of ____________________ deems appropriate; provided, however, that at the time of such gift, _____________________ must be a charity as described in Sections 170(c) and 2055(a) of the Internal Revenue Code."

 

A bequest may be included in the body of a Will or as an amendment (codicil).  Gifts made through a bequest typically provide an estate tax deduction. Please consult your attorney and/or financial advisor for specific information.

 

If you have any questions or would like more information please speak with an attorney.

 

* IMPORTANT- Please ensure that the name of your chosen charity is written correctly. Failure to do so can result in complications for your chosen charity.