LEGACY GIVING OPPORTUNITIES

Create a Lasting Impact

Include Alzheimer’s Orange County in your estate plans and make a difference for generations to come. Enjoy potential financial benefits while supporting a meaningful cause.

Why Include Us in Your Estate Plans:

  • Provide long-term support for Alzheimer’s Orange County’s mission

  • Enjoy potential tax benefits

  • Give now or in the future through your estate plans to support a cause you love

Types of Legacy Gifts

A bequest is a heartfelt gift made through a will or living trust passed directly to Alzheimer’s Orange County and is one of the easiest and most popular ways to show your support. There are three main types.

  • Specific Bequest: Fixed amount or asset (e.g., $10,000 or vacation home)
  • Percentage Bequest: A portion of your estate (e.g., 10%)
  • Residual Bequest: Gift a portion of your remaining estate (e.g., leave 25% of the residual of your estate after the will or trust has been given away to each of the specific bequests)

What are the benefits of making a bequest?

  • You leave a lasting legacy to be remembered

  • You may receive estate tax savings

  • You can change at any time and doesn’t cost you anything today

  • You can still benefit heirs with gifts

A beneficiary designation is a simple and affordable way to support the future of Alzheimer’s Orange County and does not require an attorney. You can designate Alzheimer’s Orange County as the beneficiary of an investment or bank account or qualified retirement plan such as an IRA, 401(k) or life insurance policy.

You can make a meaningful impact on Alzheimer’s Orange County by setting up a charitable gift annuity (CGA). With a transfer of cash or stock to Alzheimer’s Orange County, the organization then pays you fixed annuity payments based on your age for your lifetime and part of your income from the charitable gift annuity may be tax free.

You also receive an income tax deduction for a portion of gift that creates the CGA. This simple two-page document is a popular way for supporting the organization while also providing for your own needs, especially during retirement.

Contact Alzheimer’s Orange County to learn about the advantages, ways to fund through your IRA and to receive a gift illustration.

This gifting vehicle allows you to transfer cash or appreciated securities or real estate to fund a charitable remainder trust. The trust then sells your property tax free and provides you with income for one or two lives or for a term of years. This type of gift is attractive for avoiding capital gains tax.

Donor advised funds (DAF) can be used as your own charitable savings account. You can steadily deposit assets into it and then direct those funds to support Alzheimer’s Orange County, among your other charitable interests when you are ready. If you’ve funded a Donor Advised Fund, you can make charitable gift recommendations during your lifetime. And when you pass, your children can continue your legacy.

An IRA allows tax-deferred or tax-free retirement savings. If you’re 70½ or older, you can make a qualified charitable distribution (QCD) directly to Alzheimer’s Orange County. This may satisfy required minimum distributions and reduce taxable income. Note: IRA rollover gifts do not qualify for a charitable deduction.

Benefits of an IRA Charitable Rollover?

  •  Avoid taxes on your IRA QCD transfers up to $111,000 (2026 amount per
    individual. A married couple could give $222,000 if they each have an IRA).
  • Depending on your birth date, it may satisfy your required minimum
    distribution (RMD) for the year.
  • Reduce your taxable income even if you do not itemize deductions

Please contact Alzheimer’s Orange County for easy transfer instructions. 

What to give?

There are many assets to consider when making a planned gift.  Gift options include:

  • Gifts of Stocks and Bonds: Donating appreciated securities, including stocks and bonds is an easy way to make a gift to Alzheimer’s Orange County while also being tax effective.

  • Gifts of Retirement Assets: You can gift part or all of your retirement assets, including gifts from your IRA, 401(k), pension or other tax deferred plans.

  • Gift of Cash: A simple and easy way to make a gift to Alzheimer’s Orange County.

  • Gift of Life Insurance: Consider making a gift of your life insurance policy if it is no longer serving its original purpose.

  • Gift of Business Interests: A gift of your corporate stock or assets can support the mission of Alzheimer’s Orange County and provide you with tax and income benefits.

  • Gift of Real Estate: Alzheimer’s Orange County welcomes the opportunity to discuss donations of real property. A gift of real estate may qualify you for a charitable deduction equal to the property’s fair market value. Additionally, you will avoid capital gains tax on the transfer, making it a beneficial way to support Alzheimer’s Orange County.

Legacy giving requires thoughtful planning. Alzheimer’s Orange County offers this information for educational purposes only and this site is not intended for professional tax, legal or accounting advice. Please consult your advisors for specific advice on gifting vehicles and the benefits to you.

Join the Legacy Society

Leave a lasting impact with Alzheimer’s Orange County

When you include Alzheimer’s Orange County in your estate plans and notify us, you become a member of our Legacy Society, a special group of supporters committed to our mission for generations to come.

Membership includes individuals who have named Alzheimer’s Orange County in a will, trust, retirement account, insurance policy, or charitable gift arrangement.

Legacy Society Benefits:

  • Recognition on the Alzheimer’s Orange County website if desired
  • Invitation to the Legacy Society Annual Appreciation Luncheon/Research Talk
  • Free admission to our annual brain health conference

Make your legacy count.
Irrevocable gifts made today may also qualify for naming opportunities.

Legacy Society Contact Form

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