How to make a planned gift

The professional staff at the Alzheimer Society of Oxford are available to provide, confidentially, the information you need about the various types of planned gifts.

Information about these options is not intended as specific financial planning or legal advice. The Alzheimer Society of Oxford strongly recommends that you consult your legal advisors, financial planners and family members when considering a planned gift to ensure your financial goals are considered, your tax situation reviewed, and your planned gift is tailored to your circumstances. 

For further information, please request our Planned Giving Fact Sheets and Will Planning Guide. Contact Shelley Green at 519-421-2466 or [email protected].

The Alzheimer Society understands that donors consider estate and gift planning to be a strictly confidential matter. Please be assured your enquiry will be handled in a manner that respects your privacy and maintains confidentiality. See our Privacy page for more information.

Last Updated: 11/08/2017