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Title:
First Name:
Last Name:
Street Address:
Address Line 2:
City:
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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.

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