Donate
Local Info Languages Careers Volunteer



header_tabbox_top2
Get Your Local Info
usmap Find out what is happening at your local American Heart area
Search by State
header_tabbox_top
VL Request More Information
  • Updated:Jul 28,2010

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. To receive information on how planned gifts can benefit you and your family, just complete and submit the form below. Your request is strictly confidential and non-obligatory. In the meantime, feel free to contact us with any questions.

Title:  
First Name:      
Last Name:      
Street Address:    
Address Line 2:    
City:      
State:    
Zip:    
Phone:      
E-mail:    
 
I want to explore gifts that provide income to me and/or my beneficiaries.  Specifically, I am interested in the following gift plan(s):
Charitable Gift Annuity  
Deferred Gift Annuity  
Charitable Remainder Unitrust  
Charitable Remainder Annuity Trust  
Charitable Lead Trusts  
Testamentary Life-Income  
Retained Life Estate  
   
I want to learn more about:  
Making a gift of Appreciated Securities  
How to make a Bequest  
Ways to give Real Estate  
Making a gift of Retirement Plan Assets in my estate or during my lifetime  
Making a gift with Life Insurance  
   
Please send me an illustration of the financial and tax benefits of a gift annuity for the following:  
Date of Birth:    
2nd Person Date of Birth (optional):    
Gift Amount to Illustrate:    
   
I’m not sure which gift plan works best for me. Please have an American Heart Association representative contact me to discuss how Charitable Estate Planning can benefit me.  
I have already included the American Heart Association in my estate plan.  
I am considering including the American Heart Association in my estate plan.  
   
Comments:  
   
   
   
   
   

 

 




This site complies with the HONcode standard for trustworthy health information:
verify here.