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:

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