Charitable Estate Planning Tools and Resources

Tools & Resources

There are many opportunities for creating a legacy with the association. Below are tools & resources to help make the right choice for your personal and financial goals.


Bequest Language

Using the right wording in your estate plan is key to ensuring your wishes will be completed. Our sample language illustrates how a gift can be directed through your will or trust.


VIEW SAMPLE BEQUEST LANGUAGE

Brochure Request

Would you like more information? Our FREE brochures provide useful information to help you with your charitable and financial goals.


REQUEST BROCHURES

Compare Gifts Plans

Compare gift options side-by-side to help you decide which type of gift fits your needs.


COMPARE GIFT PLANS(link opens in new window)

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 disease 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.


LAUNCH GIFT CALCULATOR(link opens in new window)

Glossary of Terms

We've compiled the following list of terms and definitions to help you feel more comfortable with the language that can often times be confusing while planning your estate.


VIEW GLOSSARY

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