A Legacy for the Future
Have you ever thought of planning a gift today to be bestowed at a future date? You can do this through a will or life insurance policy, or in many other ways, while enjoying attractive tax benefits and having the satisfaction of supporting an organization dear to your heart: the Alzheimer Society.
A planned gift is:
A major donation of stocks or other assets, made immediately but taking effect at a future date. It is important to discuss this with a financial planner, lawyer, notary or your accountant.
Planned gifts provide tax advantages based on the type of donation selected:
- Bequests in wills
- Gifts of life insurance
- Gifts of stocks
Last Updated: 12/16/11