SouthWest CGA Form




At four months old, Hector Rios, Jr. was diagnosed with complex congenital heart disease.  He underwent four heart surgeries before he turned three years old.  He's living a healthy life today thanks to your support.

Without your help we cannot beat the No. 1 and No. 4 killers. 
Take a few minutes today to learn more about an American Heart Association Charitable Gift Annuity.  You'll be safeguarding our future and ensuring that we are still working to improve the future for your children and their children.



You Qualify if You:
  • Are age 65 or older
     
  • Can make a gift of $5,000 or more
     
  • Want fixed lifetime payments
     
  • Want the satisfaction of making a significant gift that benefits you now and the American Heart Association later.


What Benefits Will You Receive?
  • You receive an immediate income tax deduction for a portion of your gift.
     
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of the American Heart Association.
     
  • Your annuity payments are treated as part ordinary income and part tax-free income.
     
  • You receive a lifetime fixed annuity rate of 4.7% - 9.0% depending on age.

For Questions Contact Us

Craig Forney
888-433-7165

Greg Hockenberger

972-860-6017

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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.