SouthWest Affiliate Planned Giving


Planned Giving - Business PeopleProfessional Advisor Services Available
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.  Please send your email address and we would be happy to contact you.
 
Planned Giving - Finance PagesTransfer 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 Sheila MacDonald for instructions.
 
Planned Giving - DonationsGifts 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. 
 
 
Planned Giving - Business People 2Professional Advisor Database
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.).

Planned Giving - Finance PagesCharitable 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
Planned Giving - DonorsDonor 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.
 
   
 
Craig Forney headshotDayton Gilbert headshotGreg Hockenberger headshot  
    
 
Texas (excluding Northeast Texas):
Craig B. Forney, CFP
Director, Charitable Estate Planning
American Heart Association
10900-B Stonelake Blvd. Ste 320
Austin, TX 78759
Phone (512) 338-2479
Toll-Free: (888) 433-7165
Fax: (602) 414-5355
E-mail: Craig.Forney@heart.org
 
 
 
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: dayton.gilbert@heart.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: gregh@heart.org
 
 

 
Melvin Feeley HeadshotShiela MacDonald  
    
 
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.feeley@heart.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: sheila.macdonald@heart.org
 
 


 
 
 
 
 

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Paul Dudley White - smallDr. 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.