Your donation directly supports the programs and services that serve the 84,000 residents of Orange County who are affected by Alzheimer’s or other related dementia diseases. Alzheimer’s Orange County (ALZOC®) is a tax-exempt organization under Section 501 (c) (3) of the Internal Revenue Code and your gifts are tax deductible to the full extent of the law.
The following is a sample of employee payroll deduction programs:
Alzheimer’s Orange County is a tax-exempt organization under Section 501 (c) (3) of the Internal Revenue Code (Tax ID number 95-3702-013) and your gifts are tax deductible to the full extent of the law.
Life Insurance & Retirement Planning
You may also choose to remember Alzheimer’s Orange County by naming the organization the beneficiary of your Retirement Plan or Insurance Policy.
Stocks & Bonds
Gifts such as stocks or bonds may offer substantial tax advantages. A full fair market value deduction is allowed provided the security has been held more than one year (long term capital gain property); otherwise, the deduction is limited to the donor’s adjusted tax basis.
By remembering Alzheimer’s Orange County in your will, you can have a significant impact on improving the quality of care for those affected by Alzheimer’s disease. Your bequest may have estate tax planning benefits as well. The following is sample bequest language for discussion with your attorney:
The following is sample bequest language for discussion with your attorney:
I, __________________________ (city, state, zip), give, devise and bequeath to Alzheimer’s Orange County with offices located at 2515 McCabe Way, Suite 200, Irvine, CA 92614 (insert written amount of gift, percentage of the estate, or residuary of estate, or description of property) to be used for (insert: “its unrestricted use” or “name of Orange County Program” or “research program”.)
Tax ID number 953702013
For more information or if you need help getting started, please contact Megan Day firstname.lastname@example.org