Professional Advisors & Trustees

Professional Advisors & Trustees

Information for professional advisors, trustees, and attorneys that are helping clients prepare a will, establish a Donor Advised Fund or settle an estate.

Client Planning

Professional advisors play a key role in providing clients with information on ways to blend charitable intention into an overall financial and estate plan. At the association, our goal is to provide professional advisors with the information they need to properly advise their clients.
A few of our professional advisor services are:
  • Sample bequest language
  • Sample illustrations of charitable gifts
  • Health related information
  • Weekly email updates
Learn more about Client Planning

DAF Resources

As your clients develop a philanthropic giving program, you can provide them with a donor advised fund account that gives them the flexibility to support their chosen charities as well as the American Heart Association. This account also provides you the ability to continue your relationship with your client as well as involving their children in directing grants in the future. We have advisors available to assist you with opening the account or you can open an account online.
Learn More About Donor Advised Fund Resources

Estate Settlement

Estate settlement representatives are here when you need help handling an estate plan of a client or someone who has passed. We understand that this can be a difficult time for family and friends, and strive to make the process as easy as possible.
Learn more about Estate Settlement

Wills, Trusts, and Annuities

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



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