Planned Giving

Your Legacy.
Their Lifeline.

Jennifer & Miles G

MedicAlert members since 2009

Planned Giving

Your Legacy.
Their Lifeline.

Jennifer & Miles G

MedicAlert members since 2009

Your legacy becomes their protection for generations to come.

Why Your Legacy Matters

Ways to Give

Join the Legacy Society

Plan Your Gift

A Legacy of Protection: Miles' Story

When seven-year-old Miles slipped out of his home in the middle of the night, determined to “walk to France” like his favorite TV characters, his MedicAlert bracelet helped bring him safely home.

A stranger found Miles alone near a busy road, unable to share his parents’ information. She noticed his MedicAlert bracelet, learned about his autism and tendency to wander, and called our 24/7 emergency response team. Within minutes, Miles was safely reunited with his family.

“This is any parent's worst fear. It's such a relief to know MedicAlert is there whenever we need them.”

— Jennifer, Miles’ mom

Your legacy can be someone else’s lifeline.​

By including MedicAlert in your will or estate plans, you can ensure that children like Miles, and people of all ages who rely on MedicAlert, have someone there when they need it most, for generations to come.​

Start Your Legacy

Your Gift. Your Way.

A Gift in Your Will or Trust​

A promise for the future that protects and saves lives. ​

Wills and Living Trusts

Include MedicAlert in your estate planning is with a gift in your will or living trust, known as a charitable bequest. It can be made as a specific amount or a percentage of your estate, allowing you to also take care of your family. You only need to add a single sentence to your will or trust.​

Sample language to share with your attorney​

“I bequeath [a specific dollar amount] [_____ percentage of my estate] to Medic Alert FoundationUnited States, 2016 W Monte Vista Avenue, Turlock, CA 95382, to be used for its general charitablepurposes.”​

You may also make a residual bequest, so that all or a portion of your estate is given to Medic Alert after all other beneficiaries.​

“I bequeath [all] [_____ percentage] of the rest, residue and remainder of my estate to Medic AlertFoundation United States, 2016 W Monte Vista Avenue, Turlock, CA 95382, to be used for its generalcharitable purposes.”​

IRA Qualified Charitable Designation (QCD)​

Give from your IRA today — a tax-smart way to help save lives now.​

Give From IRA | Qualified Charitable Distribution (QCD)​

If you are age 70½ or older, you can give any amount (up to an annual limit set by the IRS, $111,000 for 2026) directly from your IRA to a qualified charity, like MedicAlert Foundation, without paying income taxes on the money. This gift, called a qualified charitable distribution or QCD, lets you make a difference now while saving on taxes.​

A QCD lets you maximize your giving, tax free:​

  • You pay no income taxes on the gift. The transfer doesn’t generate taxable income or a tax deduction, so you benefit even if you don’t itemize your deductions.​
  • You can use your gift to satisfy all or part of your required minimum distribution (RMD).​
  • Because the gift doesn’t count as income, it may reduce your annual income level — potentially helping lower your Medicare premiums and reducing the amount of your Social Security that is subject to tax.​

Beneficiary Designation​s

Make a lasting impact with your 401(k), IRA, or life insurance, or other accounts.

Beneficiary Designations

You can name MedicAlert Foundation as a charitable beneficiary of your assets, such as: retirement plans, life insurance policies, donor-advised funds, or bank accounts.

A beneficiary designation is easy and flexible; it can be changed at any time. It does not require an attorney and does not become part of your will. These gifts transfer directly to the named beneficiaries.​

Simply request a beneficiary designation form from your account or plan administrator; most will make this available on their website. Name your desired beneficiaries and return the form to establish your gift.

A beneficiary gift to MedicAlert Foundation generally passes free of income and estate taxes, which means the full value of your gift will further our mission.​

To name MedicAlert Foundation as a beneficiary, use “Medic Alert Foundation United States” and Tax ID 94-1494446.​

Donor Advised Funds (DAF)

Put money you’ve already saved to work! Use it to protect lives.

Donor Advised Funds

If you have a donor-advised fund (DAF), you can recommend a grant to MedicAlert Foundation today, or name MedicAlert as a beneficiary of your account. Either way, you put charitable dollars you’ve already set aside to work supporting MedicAlert’s lifesaving services.​

To make a gift now, simply recommend a grant to MedicAlert Foundation through your fund’s sponsoring organization. To create a legacy gift, contact your DAF administrator and name MedicAlert Foundation as
a successor beneficiary to receive all or a portion of the remaining balance in your account after your lifetime. You can also designate MedicAlert to receive a percentage, allowing you to support multiple charities you care about.​

To name MedicAlert Foundation, use “Medic Alert Foundation United States” and Tax ID 94-1494446.​

Gifts of Stock

Turn investments you’ve built over time into protection that can save lives.

Gift of Stock

A gift of appreciated stock can be a powerful way to support MedicAlert and help provide a lifeline to people in their most critical moments.

By donating publicly traded securities directly to MedicAlert, you may be able to make a larger charitable gift than you thought possible while potentially avoiding capital gains taxes and qualifying for a charitable deduction.  Donate your stock here.

This information is not intended as legal, financial or tax advice. It is provided solely to illustrate possible options for planned giving.

Please consult with your attorney, or financial or tax advisor on your specific situation.

If you have questions for MedicAlert, please contact us at plannedgiving@mediclaert.org. MedicAlert Foundation is a registered 501(c)(3) charitable organization.

Wills and Living Trusts

Include MedicAlert in your estate planning is with a gift in your will or living trust, known as a charitable bequest. It can be made as a specific amount or a percentage of your estate, allowing you to also take care of your family. You only need to add a single sentence to your will or trust.​

Sample language to share with your attorney​

“I bequeath [a specific dollar amount] [_____ percentage of my estate] to Medic Alert FoundationUnited States, 2016 W Monte Vista Avenue, Turlock, CA 95382, to be used for its general charitablepurposes.”​

You may also make a residual bequest, so that all or a portion of your estate is given to Medic Alert after all other beneficiaries.​

“I bequeath [all] [_____ percentage] of the rest, residue and remainder of my estate to Medic AlertFoundation United States, 2016 W Monte Vista Avenue, Turlock, CA 95382, to be used for its generalcharitable purposes.”​

IRA Qualified Charitable Designation (QCD)​

If you are age 70½ or older, you can give any amount (up to an annual limit set by the IRS, $111,000 for 2026) directly from your IRA to a qualified charity, like MedicAlert Foundation, without paying income taxes on the money. This gift, called a qualified charitable distribution or QCD, lets you make a difference now while saving on taxes.

A QCD lets you maximize your giving, tax free:

  • You pay no income taxes on the gift. The transfer doesn’t generate taxable income or a tax deduction, so you benefit even if you don’t itemize your deductions.​
  • You can use your gift to satisfy all or part of your required minimum distribution (RMD).​
  • Because the gift doesn’t count as income, it may reduce your annual income level — potentially helping lower your Medicare premiums and reducing the amount of your Social Security that is subject to tax.​

You can name MedicAlert Foundation as a charitable beneficiary of your assets, such as: retirement plans, life insurance policies, donor-advised funds, or bank accounts.

A beneficiary designation is easy and flexible; it can be changed at any time. It does not require an attorney and does not become part of your will. These gifts transfer directly to the named beneficiaries.​

Simply request a beneficiary designation form from your account or plan administrator; most will make this available on their website. Name your desired beneficiaries and return the form to establish your gift.

A beneficiary gift to MedicAlert Foundation generally passes free of income and estate taxes, which means the full value of your gift will further our mission.​

To name MedicAlert Foundation as a beneficiary, use “Medic Alert Foundation United States” and Tax ID 94-1494446.​

​

Wills and Living Trusts

If you have a donor-advised fund (DAF), you can recommend a grant to MedicAlert Foundation today, or name MedicAlert as a beneficiary of your account. Either way, you put charitable dollars you’ve already set aside to work supporting MedicAlert’s lifesaving services.​

To make a gift now, simply recommend a grant to MedicAlert Foundation through your fund’s sponsoring organization. To create a legacy gift, contact your DAF administrator and name MedicAlert Foundation as
a successor beneficiary to receive all or a portion of the remaining balance in your account after your lifetime. You can also designate MedicAlert to receive a percentage, allowing you to support multiple charities you care about.​

To name MedicAlert Foundation, use “Medic Alert Foundation United States” and Tax ID 94-1494446.​​

A gift of appreciated stock can be a powerful way to support MedicAlert and help provide a lifeline to people in their most critical moments.

By donating publicly traded securities directly to MedicAlert, you may be able to make a larger charitable gift than you thought possible while potentially avoiding capital gains taxes and qualifying for a charitable deduction.​

This information is not intended as legal, financial or tax advice. It is provided solely to illustrate possible options for planned giving.

Please consult with your attorney, or financial or tax advisor on your specific situation.

If you have questions for MedicAlert, please contact us at plannedgiving@mediclaert.org. MedicAlert Foundation is a registered 501(c)(3) charitable organization.

MedicAlert Legacy Society

You’ve Planned for Their Future. We’d Like to Honor Yours.​

The MedicAlert Legacy Society recognizes those who have made MedicAlert part of their lasting legacy.​

Every day, families trust MedicAlert to protect their loved one’s home. By remembering us in your will, trust, or beneficiary designations, you extend that promise to generations to come. It would be our heartfelt privilege to
welcome you and honor your kindness.​

Join the Legacy Society

Already included MedicAlert in your plans? Let us know.

Frank C.

MedicAlert member since 1967

Frank's Story

After 50+ years of protection, Frank wants to pass it on to the next person who needs it.

“If you care about life and the lives of others, write a check to MedicAlert.”

Read More →

Kimberly B.

MedicAlert member since 1999

Kimberly's Story

She found protection for herself. Now she wants to make sure others have it, too. 

“If something happened to me, who would help me?” The question stuck with her.

Read More →

Steffi B.

MedicAlert member since 1999

Steffi's Story

She’s spent decades using her voice to help others. 

Her legacy will help MedicAlert be that voice for someone else.

“It helps me feel safe as I keep serving.”

The information contained here is not intended as legal, financial or tax advice. It is provided solely to illustrate possible options for planned giving. Please consult with your attorney, or financial or tax advisor on your specific situation. If you have questions for MedicAlert, please contact us at plannedgiving@mediclaert.org. MedicAlert Foundation is a registered 501(c)(3) charitable organization.