Ways to Give
The Alzheimer’s and Dementia Alliance of Wisconsin depends almost entirely on individual and business contributions to fund its programs and services.
100% of your donation stays in Wisconsin, helping our local community with personalized support, education, insight, compassion, and promoting research at
the Wisconsin Alzheimer’s Disease Research Center for a cure and better treatments.
Direct Donation
We accept one-time or monthly contributions through checks, or credit cards.
Memorial & Tribute Gifts
Stocks and Mutual Fund Shares
If you are an investor donating stock to ADAW makes good sense. Donating stock can potentially minimize taxes by getting a tax deduction for the fair market value of the stock, avoiding capital gains tax on the stock’s appreciation. And furthering ADAW’s mission.
Stock transfers do not need to be complicated or expensive. If you wish to donate stock or mutual funds held in a brokerage account, give your broker the name of the stock that you wish to donate and the number of shares. Please have your broker call for current account information.
If you include the Alzheimer’s & Dementia Alliance of Wisconsin in your plans, please use our legal name and federal tax ID.
Legal Name: Alzheimer’s & Dementia Alliance of Wisconsin, Inc.
Address: 6314 Odana Road, Suite 4, Madison, WI 53719
Federal Tax ID Number: 39-1679333
IRA Charitable Rollover
If you are 70½ or older, you are eligible to make charitable gifts directly from your individual retirement account (IRA). These gifts satisfy your required minimum distribution (RMD) for the year and reduce your taxable income, all while allowing you to give pretax dollars to ADAW.
Benefits of an IRA Charitable Rollover:
- Satisfy your required minimum distribution
- Reduce your taxable income / avoid taxes on transfers up to $100,000/year
- Avoid the 50% deduction limit on charitable gifts
- Provide permanent support for ADAW
Please see “How to make an IRA rollover gift” on the attached PDF to make a gift through your IRA today.
Life Insurance
Life insurance is one of the easiest ways to leave a legacy. If the policy premiums are complete, simply name Alzheimer's and Dementia Alliance of Wisconsin as beneficiary. If premium payments are needed, you may assign your insurance policy to ADAW and continue to make annual, tax-deductible contributions to cover the premium.
Address: 6314 Odana Road, Suite 4, Madison, WI 53719
Federal Tax ID Number: 39-1679333
Retirement Plan Beneficiary Designation
Naming ADAW as beneficiary of your Individual Retirement Account (IRA), 401(k) or 403(b) is an economical alternative to family beneficiaries due to the taxes incurred by individual recipients. Completing a Statement of Intent [PDF] outlines the impact you would like to make through your future gift.
Address: 6314 Odana Road, Suite 4, Madison, WI 53719
Federal Tax ID Number: 39-1679333
Bequest in a Will
Legal Name: Alzheimer’s & Dementia Alliance of Wisconsin, Inc.
Address: 6314 Odana Road, Suite 4, Madison, WI 53719
Federal Tax ID Number: 39-1679333
Sample Bequest Language:
Share the sample bequest language for the ADAW with your estate planning attorney:
"I give ($___)(___% of my estate) to the Alzheimer’s & Dementia Alliance of Wisconsin, Inc., a not-for-profit corporation with its principal office in Madison, Wisconsin, for the benefit of the Alzheimer’s & Dementia Alliance of Wisconsin, Inc (as an unrestricted gift) (to be used in support of....)."
Donor-Advised Funds
Are you looking for an easy, cost-effective way to support ADAW and other causes you love? A donor-advised fund, which is like a charitable savings account, may be the right choice for you.
Here's how it works. You transfer cash or other assets to a tax-exempt sponsoring organization, such as a public foundation. You can then recommend, but not direct how much and how often money is granted to ADAW, sometimes as easily as using a Web portal (like Fidelity Charitable)
You avoid the cost and complexities of managing a private foundation.
You qualify for a federal income tax charitable deduction at the time you contribute to the account, and the power to make recommendations on which charities to support whenever you want. You centralize your giving and record-keeping in one location. And maybe best of all, you feel good about having a legacy of giving.
If you include the Alzheimer’s & Dementia Alliance of Wisconsin in your plans, please use our legal name and federal tax ID.
Legal Name: Alzheimer’s & Dementia Alliance of Wisconsin, Inc.
Address: 6314 Odana Road, Suite 4, Madison, WI 53719
Federal Tax ID Number: 39-1679333
Workplace Giving
If you work for a company, organization, or the federal government, chances are you've had the opportunity to participate in a workplace giving program. Workplace giving campaigns can take many different forms, but they are typically annual, employer-sponsored programs that offer employees the opportunity to make a charitable contribution through recurring payroll deduction and other payment methods.
**Information contained herein was accurate at the time of posting. The information listed is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. Everyone’s tax and financial situation is different. State law may further impact your individual results.