Page Outline
  1. Introduction
  2. The Founders Society
  3. Wills and Bequests
  4. Gifts of Retirement Plans
  5. Gifts of Life Insurance
  6. Life Income Gifts
  7. Gifts of Personal Property
  8. Gifts of Real Estate
  9. Planned Giving Calculator
  10. Professional Advisors

Introduction

There are many ways to achieve your long-term financial goals while also leaving a legacy to the Alzheimer’s Association Minnesota-North Dakota. The Alzheimer’s Association offers you a variety of planned giving arrangements. Please notify the Association of your intent to make a planned gift, so that we may provide any help you need as well as thank and recognize you appropriately. For more information about any of these planned giving options, please contact Rebecca Stibbe, Director of Development, at 952-857-0537 or e-mail rebecca.stibbe@alz.org.

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The Founders Society

The Founders Society is an honorary society created by the Alzheimer's Association as a way to recognize and thank those who have made a bequest or lifetime gift. As a Founders Society member, you become eligible to receive the following:

By informing us of your plan using our Letter of Intent, you will automatically be enrolled in this prestigious society.

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Wills and Bequests

If you’d like to write the Association into your will or add a codicil, the essential language to be included should read:

"I give, devise, and bequeath (indicate specific dollar amount, percentage of estate or specific property) to the Alzheimer’s Disease and Related Disorders Association, Inc. Minnesota-North Dakota Chapter dba Alzheimer’s Association Minnesota-North Dakota (Federal TIN: 41-1361624)."
The Association’s regional center address is 4550 West 77th St, Suite 200, Minneapolis, MN, 55435.

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Gifts of Retirement Plans

These days many companies offer qualified retirement plans that allow employees to defer paying taxes on a portion of their income until the assets are withdrawn. Designating the Alzheimer's Association as the beneficiary of a retirement plan allows you to pass on those dollars tax free, instead of leaving a tax burden to your heirs or estate. Examples of plans to consider include 401(k), 403(b), Keoghs, and traditional Individual Retirement Accounts (IRAs).

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Gifts of Life Insurance

Create a significant endowment for the Alzheimer’s Association without dipping into your capital assets. Gifts of life insurance offer you an opportunity to make a contribution to the Association, perhaps even more than you ever thought possible! For example, your surplus, paid-up life insurance policies can be used to fund a gift to us.

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Life Income Gifts

If income is a concern to you, a solution to consider is one of several vehicles that actually provide income payments to you and/or a loved one. These vehicles are called charitable gift annuities and charitable remainder trusts. Life income gifts make payments to you for your lifetime or a term of years. Then, any remainder is passed on to the Alzheimer’s Association Minnesota North Dakota. For example, if you have a certificate of deposit paying a low annual amount, you might receive more by making a gift to ultimately benefit the Association. We’d be happy to talk to you more about this if you believe this method might meet your giving needs!

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Gifts of Personal Property

Not all gifts have to be cash or securities. Many individuals opt to make donations to the Alzheimer’s Association of personal property that has value. For example, you may choose to contribute artwork, collectibles, equipment and other items that help us advance our mission. If you are considering such a gift, please call us first, as what you choose to donate may impact the amount of your charitable deduction.

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Gifts of Real Estate

When it comes to charitable giving, there are plentiful opportunities. Gifts of real estate can be very advantageous, frequently allowing you to save thousands of dollars in income or estate taxes. We are happy to consider gifts of residential, commercial and undeveloped real estate, and the Alzheimer’s Association Minnesota-North Dakota has partnered with the nonprofit Minnesota Real Estate Foundation to accept such gifts. There are several giving options:

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Planned Giving Calculator

Our online gift calculator may help you determine how different planned gifts would fit into your financial strategy. Access this tool.

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Professional Advisors

Our national association makes several gift planning resources available to professional advisors. View the gift planning resource services.

Please note that our national Alzheimer's Association is a separately incorporated nonprofit. If your client wishes their planned gift to benefit families in Minnesota-North Dakota specifically, any gift directives should list the following beneficiary:

"Alzheimer’s Disease and Related Disorders Association, Inc. Minnesota-North Dakota Chapter dba Alzheimer’s Association Minnesota-North Dakota (Federal TIN: 41-1361624)."

The Association’s regional center address is 4550 West 77th St, Suite 200, Minneapolis, MN, 55435.

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