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Alzheimer's
Disease

Medical Scientific Advisory Committee
A bequest to the Alzheimer’s Association Desert Southwest Chapter is a living testimony to your endorsement of our vision of a world without Alzheimer’s disease. You help us fulfill our mission. If you have included us in your will, or are planning to do so, we thank you.

 If you would like to provide us information about your planned gift to the Alzheimer's Association, please print and mail this form.  Contact Sandy Dominick at the Chapter Office at 602-528-0545 for more information or email Sandy.Dominick@alz.org 

Creative ways to give to fight Alzheimer's disease

There are ways to give to the Alzheimer's Association and each way has a special benefit to the donor.
This simple chart  outlines some ways to give a gift.

For more information, please contact our Arizona Chapter Development Director or our Executive Director.

Creative Ways to Give

bulletOutright Gift
bulletPledge
bulletMatching Corporate Gift
bulletBequest
bulletCharitable Gift Annuity
bulletCharitable Remainder Annuity
bulletCharitable Remainder Unitrust
bulletCharitable Lead Trust
bulletRevocable Trust
bulletLife Estate
bulletBargain Sale
bulletGift-in-Kind

 
Ways of Giving Suggested Assets for Funding Method of Effecting Gift Disposition of Income Taxation of Income Benefit to Donor
Outright Gift Cash, stocks, bonds, real estate, tangible personal property (gift-in-kind). Donor transfers assets to Alzheimer's Association Not applicable. Not applicable. 1. Tax deduction 2. Tax Avoidance on capital gains.
Pledge Cash gifts made over one or multiple years. Written agreement with the Chapter Not applicable. Not applicable. No tax deduction until gift is made.
Matching Corporate Gift Any gift such as cash, stocks, bonds. Send in company's matching gift form with your gift. Not applicable. Not applicable. Tax deduction of individual gift.
Bequest Cash, stocks, bonds, real estate, tangible personal property (gift-in-kind). Donor provides in will for transfer of assets to Alzheimer's Association Not applicable. Not applicable. 1. Distribution of estate as intended by donor. 2. Avoidance of estate and inheritance taxes.
Ways of Giving Suggested Assets for Funding Method of Effecting Gift Disposition of Income Taxation of Income Benefit to Donor
Charitable Gift Annuity Cash, stocks. Minimum amount of $5,000. Donor and Alzheimer's Association enter into contract agreement. Fixed income based on age(s) of income recipients for lifetime(s). Based on age of donor. Partially untaxed based on actuarial data. Capital gains also taxed on actuarial life of donor. 1. Secure income. 2. Partially untaxed.
3. Tax deduction based on age.
Charitable Remainder Annuity Trust Cash, stocks, bonds. Minimum amount of $50,000. Donor and trustee enter into written trust agreement. Donor transfers assets to trustee. Fixed income (based on initial value of trust assets) paid to donor and/or other beneficiary(ies) for life. Beneficiary taxed on income received (may include ordinary income or capital gain). 1. Tax deduction based on value of assets transferred to trustee.

2. Avoidance of tax on capital gains.

Charitable Remainder Unitrust Cash, stocks, bonds, real estate. Minimum amount of $50,000. Donor and trustee enter into written agreement. Donor transfers assets to trustee. Variable income (based on annual value of trust assets) paid to donor and/or beneficiary(ies) for life. Beneficiary taxed on income received (may include ordinary income or capital gain). 1. Tax deduction based on value of assets transferred to trustee.

2. Avoidance of tax on capital gains.

Ways of Giving Suggested Assets for Funding Method of Effecting Gift Disposition of Income Taxation of Income Benefit to Donor
Charitable Lead Trust Cash, stocks, bonds, revenue producing real estate. Donor and trustee enter into written agreement. Donor transfers assets to trustee. Income paid to Alzheimer's Association for term of trust. No taxation of income. 1. Trust income not taxed to donor.

2. Possible estate and gift tax savings.

Ways of Giving Suggested Assets for Funding Method of Effecting Gift Disposition of Income Taxation of Income Benefit to Donor
Revocable Trust All types of property. Donor and trustee enter into written agreement. Donor transfers assets to trustee. Net income paid to donor and/or other beneficiary(ies) for life. Beneficiary taxed on income received (may include ordinary income or capital gain). 1. Principal available to donor upon demand.

2. Estate tax deduction.

Life Estate Donor's residence or farm. Donor transfers property by deed to Alzheimer's Association, reserving life estate for donor and/or another. Life tenant(s) entitled to use of property (including income, if any) for life. Beneficiary taxed on income, if any. 1. Tax deduction based on value of property.

2. Avoidance of tax on capital gains.

Ways of Giving Suggested Assets for Funding Method of Effecting Gift Disposition of Income Taxation of Income Benefit to Donor
Bargain Sale Stocks, bonds, real estate, tangible personal property (gift-in-kind). Donor and Alzheimer's Association enter into written agreement setting out terms of sale. Donor transfers assets to Alzheimer's Association. Not applicable. Donor receives lump sum or installment payment of sales price. Donor taxed on sale proceeds (capital gains). 1. Tax deduction based on value of property and sales prices. 2. Avoidance of capital gains tax on gift portion.
Gift-in-Kind Works of art, rare books, stamp or coin collection. Donor transfers assets to Alzheimer's Association. Not applicable. Not applicable. 1. If use related to Alzheimer's Association, tax deduction based on value of gift. If use unrelated, tax deduction limited to cost basis. 2. Avoidance of tax on capital gains.

For more information, please contact our Chapter Development Director or our Executive Director.