Bequests, Stock Gifts and Life Insurance


BEQUESTS

By remembering CaringKind in your will, you can have a significant impact on improving the quality of care for those affected by Alzheimer’s disease. Your bequest may have estate tax planning benefits as well. The following is sample bequest language for discussion with your attorney:

I, __________________________ city, state, zip), give, devise and bequeath to CaringKind, with offices located at 360 Lexington Avenue, 4th Floor, New York, New York 10017 (insert written amount of gift, percentage of the estate, or residuary of estate, or description of property). Tax ID: 13-3277408.

STOCK GIFTS

Gifts such as stocks or bonds may offer substantial tax advantages. A full fair market value deduction is allowed provided the security has been held more than one year (long term capital gain property); otherwise, the deduction is limited to the donor's adjusted tax basis. Please call Carol Berne, Senior VP of Development at 646-744-2905 or CBerne@caringkindnyc.org for additional information.

LIFE INSURANCE AND RETIREMENT PLANS

You may also choose to remember CaringKind by naming us as the beneficiary of your Retirement Plan or Insurance Policy.

Please note that CaringKind is often recognized by charity watchdog organizations (such as Charity Navigator and GuideStar) by our legal name, Alzheimer’s Disease and Related Disorders, New York City, Inc. The Tax ID number 13-3277408 remains the same.