Please remember the Alzheimer’s & Dementia Alliance in your will. Many people are surprised to learn that the planned gifts they make to the Alzheimer’s & Dementia Alliance can often provide them with significant tax benefits. A bequest through your will or living trust is the simplest form of charitable estate planning. Here is sample bequest language you can take to your attorney for inclusion in your will or living trust:
I give, devise and bequeath (insert amount of gift or percentage of estate, or residuary of estate) to the Alzheimer’s & Dementia Alliance of Wisconsin, or its successor organization, located in Madison, Wisconsin, to support activities in south central Wisconsin. (Federal ID #39-1679333).
The next time you review your estate plans, please consider remembering our organization. Money received is used in Wisconsin to help support families coping with Alzheimer’s disease. Support may be in the form of support groups, direct assistance, maintenance of community resource information, advocacy and public policy activities, and educational and training services in the community.