Wills & Bequests

A charitable bequest is a gift specified in your will. You can designate a certain sum of money, a particular asset, or a portion of your estate. Whatever form your gift takes, the result is the same — improving quality of life for families challenged with Alzheimer’s disease or another dementia.

To include a bequest to Alzheimer’s Family Services Center in your will, have a lawyer or notary prepare a new will or add a codicil to your existing one.

Types of Bequests

• Specific Bequest: You designate a specific dollar amount or piece of property, such as real estate, stocks, bonds or works of art.
• Residual Bequest: You donate all or a portion of your estate to the beneficiary after all your debts, taxes, expenses and other bequests have been paid.
• Contingent Bequest: Your gift takes effect only if the primary intention cannot be met (e.g. if the primary and alternate beneficiaries do not survive the donor).

Gifts of Life Insurance

When you give life insurance, even a relatively small commitment can have significant impact.

There are many ways to make a gift using life insurance. Give ownership of a new or an existing policy to Alzheimer’s Family Services Center, or simply name the center as the beneficiary. You can also make a “no-cost” gift by using life insurance to replace the value of a current gift of cash or stock to your heirs. Each option has different tax consequences and may make sense at different stages of life.

Gifts of Property

You can donate real estate, shares in privately-held corporations, royalty interests, works of art, jewelry, collections, or other property to Alzheimer’s Family Services Center.

If you have any questions or would like more information on how you can support Alzheimer’s Family Services Center, please contact Anita Rodriguez-Lambert, Director of Development and Communications, at (714) 593-1842 or click here to email.