Planned Giving

Leave a lasting impact

What is planned giving?

Planned giving transforms your generosity into tangible, lasting change to help local Orange County families and individuals affected by some form of memory loss like Alzheimer’s disease or another related dementia now or in the future. 

By remembering Alzheimer’s Orange County and making a planned gift, you become a member of our Legacy Society and join other dedicated philanthropists that are helping us build a more dementia-friendly Orange County and supporting our efforts to provide vital services every step of the way to anyone in our community being affected.

What are the benefits?

Making a planned gift can offer many benefits that can help cement your legacy and change the course of dementia in Orange County. Through careful planning and consideration, your gift may yield a significant advantage in reducing your tax burden for you and your family which may also result in estate tax savings and other valuable and strategic benefits. By exploring this avenue, you can ensure that your generosity extends beyond your lifetime, benefiting both your loved ones and the cause you hold dear.

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. Tax ID number: 95-3702013.

Some examples of planned giving options include:

Real Estate

Transform lives with the gift of real estate.

Life Insurance

Protect your loved ones and make a charitable impact.

Stocks or Bonds

Turn your investments into philanthropy.

Retirement Assets

Plan for your future and support your community.

Bequests

Remember AlzOC and those they serve in your will or trust.

Cash

Use your donation to create a positive impact.

Information to get started

Planned giving is a process. Use the information and resources below to make it easier to discuss your plans with your attorney or professional advisor.

If you have questions or would like to get started, please contact Margie Wright at margie.wright@alzoc.org

Address:

Alzheimer’s Orange County
2515 McCabe Way, Suite 200
Irvine, CA 92614

 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

Download a copy of the Legacy Society Estate Declaration Letter here.