Creating a Legacy Through Planned Giving
Remembering UsAgainstAlzheimer’s in your will is a powerful way to leave a meaningful legacy for people living with Alzheimer’s and may also have tax benefits. You can also leave a legacy by naming UsAgainstAlzheimer’s as beneficiary of a life insurance policy or a retirement plan (such as IRA or 401(k) plan). Of course, your personal financial situation is unique, so be sure to talk to your financial or legal advisor before making a bequest or creating a legacy. Please reach out to us at [email protected] to learn more.
The easiest way to make a bequest to UsAgainstAlzheimer’s is through your will or living trust. You can list a specific dollar amount, a particular asset, such as securities or real estate, or leave a percentage of your estate, or the residual of your estate, after providing for loved ones.
Here is some recommended language for the most common kinds of bequests:
I give, devise, and bequeath to UsAgainstAlzheimer’s, 5614 Connecticut Ave NW, #288, Washington, DC 20015-2604, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal, for its general purposes.
Sample Bequest of Specific Amount or Asset: I give, devise, and bequeath to UsAgainstAlzheimer’s, 5614 Connecticut Ave NW, #288, Washington, DC 20015-2604, the sum of $_____ (or a description of the specific asset) for its general purposes.
For sample language to include in your will or living trust, please contact [email protected].
Retirement Plan Assets
Giving through an Individual Retirement Account or 401(k) plan is another easy way to create a legacy to UsAgainstAlzheimer’s. Amounts remaining in retirement accounts are often subject to heavy taxes. By naming UsAgainstAlzheimer’s as the beneficiary of your retirement plan assets, you can make a tax-wise gift while supporting people living with Alzheimer’s.
You can create a legacy by naming UsAgainstAlzheimer’s as the beneficiary of all are part of a life insurance policy you may already own. All you need to do is contact your insurance provider for instructions on how to change your beneficiary designation.