How Can You Help Me Plan a Gift?

The many options available for making a charitable planned gift can sometimes be overwhelming. Whether you've got questions about a specific type of gift, are trying to decide which option is best for you, or simply want additional information, we can help. Our full-time professional staff can provide you with educational booklets and work with you and your advisors to determine the best gift for you.

Find Your Local Planned Giving Representative

Local Assistance

Contact the Planned Giving Director in your area to sit down with you and your estate and tax planning team. Together we can craft an estate plan that not only provides for your family and yourself, but one that will also meet your charitable goals.

Order Helpful Brochures

Resources

The American Heart Association can provide you with brochures and information to help you learn more about the different ways you can make a gift through your estate plan. Use these tools to get basic information that will enable you to have an in-depth discussion with your financial advisor.


37 Things People “Know” about Wills that Aren’t Really So

Why don't more people make adequate estate plans?

Request the 37 Things Brochure
Surveys indicate that a majority of adults don't have a basic will.  Below are a couple of misconceptions people have about wills. To learn more, request a copy of our 37 Things People "Know" About Wills brochure.

Request the 37 Things Brochure
Surveys indicate that a majority of adults don't have a basic will.  Below are a couple of misconceptions people have about wills. To learn more, request a copy of our 37 Things People "Know" About Wills brochure.

WRONG. If you have assets, you need a will, even if your estate is modest, your heirs few, and your wishes simple.

WRONG. Even people with no dependents need wills if they want to determine who eventually receives their property.

The Charitable Gift Annuity

Benefit for Future Generations

Order "The Charitable Gift Annuity"Income for Life for You or A Loved One.

Order "The Charitable Gift Annuity"Income for Life for You or A Loved One.

At attractive, fixed payout rates for one or two lives.

A large part of what you transfer is immediately deductible as a charitable gift.

A part of your annual payment is tax-free return of principal.

When you contribute appreciated securities for a gift annuity, you minimize any taxes on your "paper profit."

Your gift supports our efforts in the fight against heart disease and stroke.  If you think a charitable gift annuity might be for you, contact your local representative or request your personalized illustration today.