How Can I Make a Planned Gift?



There are many creative ways to support the American Heart Association and take care of you and your loved ones at the same time. Your gift can take multiple forms and can help you address your personal financial goals. You can make a gift that costs you nothing during your lifetime through your will, fund a gift annuity that will pay you for the rest of your life with appreciated stocks, bonds or mutual funds, or gift an asset you no longer need or want. Below is a list of possibilities; simply click on the information on a gift to find out how it can help you and your family and to see how it works.


Gifts Anyone Can Afford

Support the American Heart Association without affecting your current lifestyle or your family's security.

  • You can make a gift that costs you nothing during your lifetime.
  • You can make a gift that leaves your cash flow and current financial planning unchanged.
  • You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities instead.
  • You can give an asset you no longer need or want.

  • You can make a gift that costs you nothing during your lifetime.
  • You can make a gift that leaves your cash flow and current financial planning unchanged.
  • You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities instead.
  • You can give an asset you no longer need or want.

Gifts That Pay You Income

A gift to the American Heart Association that returns payments to you?

Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Your gift to the American Heart Association goes into an account that pays income to you and/or other beneficiaries for life. When there are no remaining beneficiaries, the balance in the gift account is paid over to us for the purposes that you specified when you set up your gift.

Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Your gift to the American Heart Association goes into an account that pays income to you and/or other beneficiaries for life. When there are no remaining beneficiaries, the balance in the gift account is paid over to us for the purposes that you specified when you set up your gift.

  • An additional source of lifetime income for you, your spouse or other significant persons.
  • A potential increase in the income you are currently receiving from your investments.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.
  • An immediate tax deduction for a portion of your gift. 

Gifts That Protect Your Assets

Increased income may not be your primary objective.

Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?  We have several plans that help you keep control of your assets, or transfer them, at less cost to you and to make a gift at the same time.

Instead, you may be wondering how you will deal with some highly appreciated property or a growing family business as your needs and lifestyle change. Will taxes consume much of the value that you have worked so hard to grow? Will anything be left for you and your family?  We have several plans that help you keep control of your assets, or transfer them, at less cost to you and to make a gift at the same time.

  • You can greatly reduce estate and capital-gain tax cost of passing appreciating assets on to your children.
  • You can receive cash in return for your gift, and apply it towards any financial need.
  • You can contribute rental property, continue to draw rents, and get a tax deduction.
  • You can donate your home, continue to live in it, and get a tax deduction.