Planned gifts are popular because of the financial flexibility and tax benefits they provide. There are several options to help you make wise and prudent gifts. You can support a cause that’s important to you or take advantage of the tax benefits all while supporting the American Heart Association.
|Leave a Legacy |
How will you be remembered? Make a difference and leave
a legacy for the ones you love.
|IRAs & Retirement Plans|
Avoid double taxation on IRA or retirement plan assets in your estate.
Do you have a family history of cardiovascular disease or stroke? The American Heart Association funds on-going research to reduce coronary heart disease, stroke and risk by 25 percent.
|Stocks, Bonds, and Mutual Fund Shares|
Giving appreciated assets is one of the most tax-efficient ways to make charitable donations.
|Income for Life|
Give yourself or someone you love income for life that may be more than your current investments are providing.
| Find Your Local Planned Giving Representative|
A Planned Giving Director in your area is happy to sit down with you and your estate planning team to craft an Estate Plan that provides for your family, self, and favorite charities.