Greater Southeast Affiliate Planned Giving

GSA Planned Giving Pic
Planned gifts allow you to combine your philanthropic goals with your financial needs and support the fight against heart disease and stroke. The American Heart Association can provide you with information regarding the following planned giving topics:
  • Sample wording for including a bequest to the American Heart Association in your will or trust.
  • Sample wording for designating American Heart Association as a beneficiary of your life insurance or retirement plan.
  • Charitable gift annuities — minimum of $5,000 gift that provides you with both a charitable income tax deduction and a lifetime income flow.
  • Charitable remainder trusts — tax-wise method to avoid capital gains and provide you income.
  • Donating stocks, bonds, mutual funds or other appreciated assets to the American Heart Association.
  • The Paul Dudley White Legacy Society — recognizing those who have left a legacy with their planned gift to America.

Donating Stocks, Real Estate and Other Investment Securities
Your donation of stocks, bonds, mutual funds or appreciated real estate may entitle you to not only a charitable income tax deduction, but also allows you to avoid capital gains tax. These same assets can be used to fund life income planned gifts.  For more information, please contact Andrew Fussner at 800-275-0448, ext. 8050.

Stock DTC Transfer Information
American Heart Association’s transfer agent:
Northern Trust Securities, Inc.
Attention: Connie Capco
DTC #: 0226
Account #: NT2-016039

Before making a transfer, please contact Andrew Fussner at 800-275-0448, ext. 8050, to alert the American Heart Association that a transfer is being made and to provide donor information for tax receipting purposes.

Our Staff

For Estate Settlement relating to deceased donors, contact:

Sarah Rumschlag
Bequest Administrator
P.O. Box 22035
St. Petersburg, FL 33742
Phone: 727-563-8055
sarah.rumschlag@heart.org

For assistance regarding including the American Heart Association in your estate plan and tax-wise life income gifts, contact your regional Planned Giving Director listed below.

For inquiries from Alabama, Georgia, Louisiana, Mississippi or Tennessee:

Joseph (Joe) Starr, CFP®
Director, Charitable Estate Planning
104 Camarado Lane
Hendersonville, TN 37075
Toll Free Voicemail (888) 722-0653 ext 1
Phone: 615-824-9850
Fax: 615-824-9853
joe.starr@heart.org

For inquiries from Florida west coast:

Kim Soltis
Director, Charitable Estate Planning
28441 Bonita Crossings Boulevard
Bonita Springs, FL 34135
Phone: 941-815-7813
E-mail: kim.soltis@heart.org

For inquiries from Florida east coast:

Deborah Phelan
Director, Charitable Estate Planning
2300 Centrepark West Drive
West Palm Beach, FL 33409
Phone: 561-901-0229
E-mail: deborah.phelan@heart.org

Other Important Information:

  • Tax Identification Number: 13-5613797
  • Legal Name: American Heart Association, Inc.
  • National HQ Address: 7272 Greenville Avenue, Dallas, TX 75231