Planned Giving

Touchstone Legacy Society

The Touchstone Legacy Society, CaringKind’s newest planned giving program was established to recognize and honor exceptional donors who desire to make a significant and lasting impact on our mission.

Planned gifts may include gifts from wills or living trusts; donor advised funds; charitable trusts; and gifts of life insurance policies that are made by designating CaringKind as the beneficiary. Bequests may have estate tax planning benefits as well. We recommend checking in with a financial advisor or a wills and estates attorney to determine the tax and legal benefits that are best for the donor.

Download Brochure (PDF)

Bequests

The following is sample bequest language for discussion with your attorney:
I, __________ (first and last name, city, state, zip), give, devise and bequeath to Alzheimers Disease and Related Disorders, New York City, Inc. DBA CaringKind located at 360 Lexington Avenue, 3rd Floor, New York, New York 10017 (insert written amount of gift, percentage of the estate, or residuary estate, or description of property). Tax ID: 13-3277408.

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

Stock or Other Securtities

Turn your equities and other holdings into significant contributions to our cause. Not only is this tax-smart donating choice straightforward, but it may also save you money on your taxes. Your kind donation of assets or stocks is essential to helping us fulfill our purpose. Speak with us to find out more and have a long lasting impact.

For additional information, please contact Alex Wong at 646-744-2916 or email awong@cknyc.org.