Professional Advisor Services Available The SouthWest Affiliate of the American Heart Association would like to serve your financial advisor or attorney with our free professional advisor folder and listing in our directory. Please send your email address and we would be happy to contact you.
Transfer of Securities Giving appreciated assets is one of the most tax-efficient ways to make charitable donations. Please contact the representative in the area that you live (listed below) or Kimberly Corey for instructions.
Gifts of Oil & Gas Properties Each gift is carefully evaluated to determine the “highest possible good” to the organization. Whether sold on an internationally-acclaimed Web site to provide immediate good to the community at large, or held to maximize profits, these gifts can keep on giving and truly effect life-saving changes.
Professional Advisor Database The American Heart Association often assists supporters with concepts for estate planning. Upon request, we also provide names of professional advisors in their area for supporters to seek counsel and document preparation.
If you are an attorney or other professional advisor, and you are interested in becoming a part of this database referral system, please forward to us updated data about you and your firm (address, phone numbers, bios, email addresses, fax numbers, etc.).
Charitable Gift Annuity The gift of a charitable gift annuity is truly a gift that gives back, as you can receive a fixed payout of 4.7 percent to 9.0 percent and significant tax benefits. Find out more at www.heart.org/txcga.
Donor Recognition It is the desire of the American Heart Association to personally thank those who support the AHA with planned gifts. Please advise us if you are a donor, or if you have a client remembering the AHA in any revocable or irrevocable gift plan. We treasure such supporters and in addition to personally thanking our donors, we wish to honor donors with membership in the Paul Dudley White Society.
Members receive a distinctive pin, an attractive certificate of recognition and a gift of appreciation. Additionally, with donor permission, there is special recognition in our annual report.
New Mexico: Dayton Gilbert Director/Team Leader, Charitable Estate Planning American Heart Association 2929 South 48th Street Tempe, AZ 85282-3145 Toll-Free (866) 762-0441 Fax: 602-414-5355 E-mail: firstname.lastname@example.org
Arkansas, DFW & Northeast Texas, Kansas, Missouri and Oklahoma: Greg Hockenberger Director, Charitable Estate Planning American Heart Association 6800 W 93rd St Overland Park, KS 66212 Phone: (913) 652-1912 Fax: (913) 648-0423 E-mail: email@example.com
Colorado, Wyoming Mel C. Feeley, CFP Director, Charitable Estate Planning American Heart Association 3578 Hartsel Dr., Unit E #319 Colorado Springs, CO 80920 Phone: 303-902-1231 Fax: 602-414-5340 Email: Melvin.firstname.lastname@example.org
Project Coordinator, Charitable Estate Planning Sheila MacDonald American Heart Association 2929 S. 48th Street Tempe, AZ 85258-3145 Phone: 866-762-0441 Fax: 602-414-5355 E-mail: email@example.com
Dr. Paul Dudley White was President Eisenhower's personal physician. In fact, he guided the president's recovery from a heart attack in 1955. And though lesser known, another of the accomplishments of this forward-thinking physician was his role as a founder of the American Heart Association. Dr. White's vision spurred the association's emergence as a world-renowned leader in heart research and education.
To recognize his distinguished achievements and honor those who share his vision, the American Heart Association has formed the Paul Dudley White Legacy Society.
Members of the society enjoy:
A distinctive pin to show their commitment to the association.
Our certificate of appreciation and recognition.
An alliance with others who share their compassionate vision for improving the health for their families and friends.
To become a member, please contact us and let us know that you have made an estate gift to the American Heart Association.
*Red Dress ™ DHHS, Go Red ™ AHA ; National Wear Red Day® is a registered trademark.