Professional Advisor Network
Professional Advisor Network Member Portal Login
The American Heart Association's Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals.
Our program is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting us with our mission to save more lives from cardiovascular diseases and stroke.
Key Benefits
Professional Advisor Network members enjoy access to:
- A variety of non-cash asset giving solutions to meet your clients' needs
- Free continuing education opportunities to help keep knowledge and credentials current
- Networking opportunities to help expand your professional reach
- National and local visibility opportunities through speaking and writing engagements
- The latest tax and legislation news affecting charitable giving
- Assistance from our nationwide team of professionals
- Science-based information to help you and your clients manage your health
Exclusive Member Resources
Advisor Advantage
Events and Webinars
Upcoming Client Webinars
Information about our next donor webinar coming soon!
Advisor Advantage Continuing Education Events
The Professional Advisor Network Advisor Advantage Series is designed to give you a professional edge, supporting your client work and keeping you at the forefront of strategic philanthropy. All events offer free continuing education credits upon completion.
Ahead of the Curve: What Advisors Need to Know About Charitable Giving, Tax Planning and 2027 Filing Changes
February 10, 2027 | 1:00-2:00pm CT
Speaker: Larry Pon, CPA/PFS, CFP®, EA, ESTCP, AEP
As tax laws and filing requirements evolve, advisors need to understand how these changes may affect their clients’ financial and charitable planning. This session will explore key charitable giving opportunities, tax planning considerations and 2027 filing changes impacting individuals, families and business owners. Gain practical insights to help clients maximize impact, minimize tax exposure and plan with confidence.
Complimentary CFP®, CPE and CTFA upon completion.
3rd Annual Trusts & Estates: Virtual SummitMay 6, 2027 | 12:00–2:30pm CT Planning Smarter: The Growing Role of Artificial Intelligence in Estate Planning This presentation will explore how AI technology is being used to enhance the planning process, highlighting practical use cases, and how adoption of this technology can improve the client experience. In addition to giving insights into the practical uses and opportunities that AI technology represents, I will also provide guidance on balancing innovation with professional, ethical, and privacy considerations. Malpractice, Ethics, and Estate Planning: What Can Go Wrong? Estate planners face potential liability from both malpractice claims and ethical missteps. This presentation explores common areas of risk throughout the estate planning process and offers practical guidance to help avoid flawed plans, financial loss, disciplinary action and other professional consequences. Complimentary CFP®, CPE, CTFA and CLE upon completion. In-Person Event25th Annual Trusts & Estates: New YorkApril 20, 2027 | 8:00–11:00am ET Find event details and reserve your spot now: Heart.org/Estate |
It's All About That Basis: Where Income Tax Meets Estate Planning
June 15, 2027 | 1:00-2:00pm CT
Speakers: Daniel Gespass and Paige Goepfert
A client’s tax basis can have a significant impact on both lifetime giving and estate planning outcomes. Join us for an exploration of how basis considerations intersect with income tax and estate planning strategies, including the transfer of appreciated assets, step-up in basis rules and charitable planning opportunities. Gain practical insights to help clients make informed decisions while maximizing tax efficiency and philanthropic impact.
Complimentary CFP®, CPE and CTFA upon completion.
Maximizing the Opportunity: Tax-Efficient Strategies Before Year-End
September 14, 2027 | 1:00-2:00pm CT
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Complimentary CFP®, CPE and CTFA upon completion.
The Trust Advantage: Understanding Trust Strategies and Their Benefits for Clients and Families
November 2, 2027 | 1:00-2:00pm CT
Speaker: David Warren, JD
Complimentary CFP®, CPE and CTFA upon completion.
Advisor Advantage webinars are exclusive to Professional Advisor Network members. Not a member yet? No problem! Webinar registration will include Network sign-up for your convenience.
Continuing education credits for all programs are pending approval.
Register for Upcoming Webinars
On-Demand Learning
Access on-demand webinars designed to support your ongoing professional development. These recorded sessions offer complimentary continuing education credits across a range of topics, including estate planning and charitable giving strategies. These webinars provide valuable insights and practical tools to better serve your clients while fulfilling your continuing education requirements—anytime, anywhere.
By accessing on-demand content, you’re opting in to Professional Advisor Network membership.
Advisor Insights Article Series
Timely guidance, practical strategies and philanthropic planning insights from the American Heart Association’s team of charitable estate planning experts.
Read this month’s article:
The Silver Tsunami is Here – Are You Ready for the Wave?
As trillions of dollars change hands in the coming decades, charitable planning is emerging as a key component of comprehensive wealth transfer. In this Advisor Insights article, Gunnar M. Crowell, JD examines the growing role of philanthropy in estate and wealth planning and shares insights for helping clients create meaningful family and charitable legacies.
Read the article: The Silver Tsunami is Here...
Advisor Perspective Article Series
Real-world insights, experiences and strategies from fellow advisors to help you navigate complex planning scenarios and stay up to date with charitable estate planning strategies.
Read this month’s article:
“Big Picture” Holistic Estate and Life Care Planning
Estate planning extends beyond the transfer of wealth. A holistic approach can help clients prepare for incapacity, address long-term care needs, protect loved ones and align their resources with the legacy they hope to leave. Learn how these important considerations can work together as part of a comprehensive planning strategy.
Read the article: “Big Picture” Holistic Estate and Life Care Planning
Planning Perspectives Article Series
Trusted, practical guidance on estate and charitable planning strategies, empowering donors to make informed decisions, protect their future, and create meaningful legacies.
Read the featured article:
Estate Planning for Peace of Mind
Clients often think of estate planning as a collection of legal documents, but its impact reaches much further. Learn how a well-designed estate plan can reduce uncertainty, protect privacy, support loved ones and help clients achieve greater peace of mind.
Read the article: Estate Planning for Peace of Mind
Members receive the opportunity to be featured authors in this series. Join today to expand your professional reach.
Advisor Perspective: A Strategic Approach to Purpose-Driven Legacy Planning
Your clients can join us in making a transformative health impact now and as part of their legacy.
Through relentless commitment, the American Heart Association delivers lifesaving breakthroughs that empower donors, their families and their communities – expanding health span, increasing longevity and enhancing vitality for generations to come.
The American Heart Association relies on generous support to accelerate lifesaving impact.
Hear From Our Members
Jim Carolan, Senior Estate Attorney for EWM Legal Solutions
Being an estate attorney means that every day I have the opportunity to help clients with the two most important things in their life, everything they own and everyone that they love. I love helping people protect what they’ve built. The Professional Advisor Network allows me to make connections and pick the brains of other professionals and learn how to serve my clients better.
Baili Roy CFP®, Associate Wealth Advisor & Recruiting Specialist
As a wealth advisor, I think about philanthropy strategically, proactively planning to ensure each dollar is given thoughtfully to maximize the impact for our clients and the causes they support. The American Heart Association’s Professional Advisor Network provides valuable resources that support my planning process and aids in preparation for meaningful legacy conversations with clients. Members benefit greatly from exclusive communications, including a monthly e-newsletter which is a combination of technical insight on estate and tax legislation and commentary that goes beyond the numbers to tap into the human side of charitable planning. In addition to the American Heart Association’s commitment to providing top-tier educational resources, I appreciate the network's ability to connect individuals whose personal and professional values are aligned, providing us opportunities to collaborate with other subject matter specialists across the country to advance each other's careers.
Tools and Resources
Estate Settlement
Client Tools
Access complimentary tools and resources to help empower your clients to make informed decisions about planning their legacy.
- Bequest Language
- Compare Gift Plans
- Gift Calculator
- Glossary of Terms
Let Us Know About Your Generous Client Gifts
If you have a client that's arranged an estate gift benefitting the American Heart Association, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.
Contact your dedicated Charitable Estate Planning Advisor
We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the American Heart Association's benefit without divulging your client's identity.
