Gift Calculator

Gift Calculator

We invite you to use our gift calculators to discover how a gift to the association can help ensure our fight against heart diseases and stroke continues, while providing benefits to you and/or your loved ones. After providing basic information, you will receive an estimate of income and charitable deduction.


Gift Annuity (link opens in new window)- You will receive fixed annual payments for as long as you live and your gift will make a difference in our future.

Deferred Gift Annuity (link opens in new window)- By delaying annuity payments until a later date you receive an immediate tax deduction, and allows for you to benefit from higher rates of return that continue to increase the longer you defer them.

Charitable Remainder Annuity Trust (link opens in new window)- A great way to provide yourself or your beneficiaries with a steady, fixed amount of income each year regardless of the performance of the trust.

Charitable Remainder Trust (link opens in new window)- Your trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.

Retained Life Estate (link opens in new window)- While continuing to live in and/or use the property during your lifetime you may receive an income tax deduction based on the appraised value if the property is a long-term asset (held for over one year).

Charitable Lead Annuity Trust (link opens in new window)- Reduce or possibly eliminate gift and estate taxes, while receiving fixed payments.

Charitable Lead Unitrust (link opens in new window)- Pass your assets to your heirs at reduced tax rates. The payments reduce or even eliminate the transfer taxes due when the remaining funds revert to your heirs.

Wills, Trusts, and Annuities

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.


 LOCAL CONTACT


 

American Heart Association’s
Tax Identification Number

13-5613797
 

Are We in Your
Estate Plan?

Notify us so we may thank you for your future gift.


 NOTIFY US