Make-A-Will Month 2025

Woman signing a will

August is National Make-A-Will-Month

At Alzheimer's Los Angeles, we're proud to stand beside families facing the challenges of Alzheimer's and dementia. Whether you've supported us in the past, are a current donor, or are considering your first gift—thank you for being part of our community.

This August is Make-A-Will Month, and we're excited to share how you can make a lasting difference through smart giving options that support our mission today and ensure our impact continues for generations to come.

We are experiencing an unprecedented demand from our clients for increased services and support. Coupled with pending government funding cuts, our ability to deliver critical programs—especially to underserved communities—is at risk. But with your help, we can continue to provide compassionate support, education, and advocacy to those who need it most.

There are many ways to give that go beyond writing a check:

  • Gifts of stock or Appreciated Securities: Instead of cash, you can donate appreciated stocks, bonds, and mutual funds. You will be able to claim a federal income tax charitable deduction for the full, appreciated value of the stock at the time you donate it, and you will not pay capital gains tax.

  • Donor-Advised Funds: Name Alzheimer's Los Angeles as a beneficiary of all or some of your donor-advised funds (DAF) and enjoy tax-saving strategies. Donate through your DAF account for an effective and tax-advantageous way to support the cause you care about at a pace that is comfortable for you.

  • IRA and retirement account distributions: You can make a qualified charitable distribution (QCD) up to $100,000 from your retirement account without it being included in your taxable income. A direct donation by the trustee of your IRA to your favorite charity can satisfy the yearly minimum required distribution and be beneficial to your tax situation.

  • Bequests and Estate Gifts: Making an estate gift is as simple as designating it in your will, and it can be easily revoked if your situation changes. An estate gift honors your wishes, guarantees the future of the people you care about, and the tax advantages are enormous.

Your legacy can bring hope to thousands.

Turn your values into action – explore smart giving now >>

Why it matters

"In memory of my mom, I have included Alzheimer's Los Angeles in my estate plans. It is important to me that future generations of people living in our community have access to the help they need so they don't have to face Alzheimer's disease alone."
— Karl Schulze, planned giving donor

Join us in providing access to quality healthcare and a continuum of care that bridges socio-economic gaps.

If you've already included Alzheimer's Los Angeles in your plans, we'd love to welcome you to our Legacy Society. If you're just getting started, we're here to help every step of the way.

With deepest gratitude,

Heather Cooper Ortner signature

Heather Cooper Ortner, President and CEO

Heather Cooper Ortner, CEO Alzheimer's LA

Heather Cooper Ortner

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Published On: July 31st, 2025Categories: News & Events