Gifts of Stock or Other Securities

Many individuals choose to make a gift to the Alzheimer’s Foundation of America by donating shares of stock or long-term appreciated securities.

If you are holding appreciated securities (stocks, mutual funds, etc.), a large capital gain can turn an asset into a liability when it comes time to sell. There are many tax benefits to you when you transfer ownership to AFA.

For example:

• You are entitled to a charitable income tax deduction for the fair market value of the gifted securities as of the date of the gift.
• Capital gains tax is eliminated since you are donating the securities directly to a charity versus selling them on the open market.

You can transfer gifts of securities to AFA by:

Direct Wire Transfers

You can make an electronic transfer of securities to AFA in just two simple steps. There is no need for reissued certificates.

Step 1: To ensure you receive proper acknowledgement of your securities donation, contact AFA’s development team at 866-232-8484 to inform us that you are initiating a transfer (the amount and type of shares, in whose memory or honor your donating (if applicable), and your name and contact information). If you prefer your gift be anonymous, please let us know that as well.

Step 2: Provide ONE of the following DTC Participants’ information to your broker:

DTC Participant Name & ID: Goldman Sachs & Co. LLC (ID 0005)

Account Name: Alzheimer’s Foundation of America, Inc.

Account Number: 055931448

Broker Phone: 212-902-7162

DTC Participant Name & ID: Pershing LLC (ID 0443)

Account Name: Alzheimer’s Foundation of America, Inc.

Account Number: ACG307898

Broker Phone: 212-830-0118

Paper Transfers

Sign the back of the original stock certificate and mail it to us with your name and contact information, in whose memory or honor you are donating (if applicable), and any other instructions to the Alzheimer’s Foundation of America, Attn: Charles J. Fuschillo, Jr., President & CEO, 322 Eighth Avenue, 16th Floor, New York, NY 10001.

If you have any questions about donating securities, please contact our development team at 866-232-8484.

Donor Advised Funds (DAFs)

A donor-advised fund acts as a charitable savings account, offering flexibility and tax advantages. Here’s how it works:

• Flexibility: Recommend how much and how often to grant funds to AFA.
• Tax Benefits: Receive a federal income tax deduction when contributing to your DAF.
• Convenience: Centralized giving and record-keeping in one location.

Ready to Give?

To discuss using your donor-advised fund to support AFA, contact AFA’s President & CEO Charles Fuschillo, Jr. at cfuschillo@alzfdn.org.

If you include the Alzheimer’s Foundation of America in your plans, please use our legal name and federal tax ID.

• Legal Name: Alzheimer’s Foundation of America
• Address: 322 Eighth Avenue, 16th Floor, New York, NY 10001
• Federal Tax ID Number: 91-1792864

IRA Gifts (Qualified Charitable Distributions – QCDs)

Eligibility and Limits:

• Donors aged 70½ or older can contribute up to $105,000 annually directly from their Individual Retirement Account (IRA) to AFA.
• Contributions must be completed by December 31 each year.

Benefits:

• Tax Advantages: Donations may be excluded from your taxable income.
• Required Minimum Distribution (RMD): The donation can count toward your RMD, offering a tax-efficient way to fulfill this obligation while supporting AFA.
• Avoidance of Gross Income Tax: Funds transferred directly from an IRA to AFA are not taxed, allowing the full value of the gift to support AFA programs and services.

How to Make an IRA Gift:

1. Contact your IRA administrator and request a direct transfer to AFA
2. Ensure the administrator includes:
   • Your full name and mailing address with the donation.
   • A note indicating the gift is an IRA Qualified Charitable Distribution.
3. Checks should be made payable to:
   • Alzheimer’s Foundation of America
     322 Eighth Avenue, 16th Floor, New York, NY 10001

For more information, please email cfuschillo@alzfdn.org.