How You Can Make An Impact

Ways to Build a Legacy!

Estate Planning 

Estate planning is a written expression of your intentions for the protection and preservation of your assets during your life and your plans for how you will build your legacy.

We want you to know that wherever you are in the Ecosystem©, regardless of your wealth, it’s smart to have a will because of the peace of mind and ease that it can bring upon your passing. If there is no will, things can get complicated quickly, creating family stress and, ultimately, a delay in settlements.

Are you considering naming PMD Alliance in your will?

We’ve partnered with FreeWill, an online tool that guides you through the process of creating your legally valid estate plan at no cost. The entire process of creating your plan takes just 20 minutes.

Take me to FreeWill

Have you already included a gift to PMD Alliance in your plan? If so, please fill out this form
so we can thank you and update our records!

If you include PMD Alliance in your plans, please use our legal name and federal tax ID.Legal Name: Parkinson and Movement Disorder AllianceAddress: 7739 E. Broadway Blvd., #352, Tucson, AZ 85710Federal Tax ID Number: 47-5315579

Beneficiary Designations

Having a valid will in place may not be enough. Assets like IRAs, 401(k)s, pensions, life insurance policies, and more are called “non-probate” assets and must be planned for separately.

Using the online tool below, you can log all of your assets; name individuals or an organization, like PMD Alliance, as beneficiaries; and receive printable instructions on how to set each one up with your plan administrator.

Plan You Beneficiaries Today

Qualified Charitable Distributions

Supporters 70.5 or older with a traditional IRA are eligible to make a donation to PMD Alliance directly from their IRAs without increasing their taxable incomes. These gifts are in many cases tax-free, regardless of whether or not you itemize deductions on your tax return. You can use our FreeWill online tool to make your donation online, print out the forms you need to complete the gift offline, or learn more about the benefits of giving from your IRA.

Make a QCD Gift

Charitable Stock Gifts

When you transfer appreciated assets to PMD Alliance, you avoid paying capital gains tax and become eligible to take a charitable deduction for the entire donation amount if you itemize deductions. Using this tool, it only takes a couple of minutes to access account information to share with a broker or fill out the forms online to complete the gift electronically.

Learn More and Get Started

PMD Alliance will never recommend any specific strategies of giving; we are here expressly to serve the wishes of our donors. As with any decision regarding legal and financial matters, we recommend you consult with your own independent professionals including attorneys, accountants, trust officers, life insurance professionals, investment advisors, and real estate brokers.

Maureen Simmons MA, CFRE
Chief Advancement Officer

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