Planned Giving

We can help you create your legacy. Plan how you intend to make an impact today.
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Selecting the right charitable gift can allow you to reduce your estate and income taxes, maximize the financial and tax benefits of your gift, and even create a larger gift than you thought possible.

Discover all the ways that you can make a difference now and into the future.

Ways to Give Now

Explore non-cash gift options that will impact our lifesaving mission today and into the future.
Learn more about ways to give now

Gifts That Pay You Income

Your lifesaving gift can pay you dependable income for life.
Learn more about gifts that pay you income

Ways to Leave a Legacy

Create a lasting legacy with the American Heart Association by leaving a gift through your will or estate plan. It's one of the simplest ways to make a meaningful impact.
Learn more about legacy gifts

Ed Herider and Lynda Truitt

“Our heart is a critical organ and deserves our attention, and the AHA helps people focus on their heart health rather than ignore it. Supporting this cause is incredibly important because it serves many people.”
Read more about Ed Herider and Lynda Truitt

Did you already include us in your estate plan?

Please let us know so we can thank you for your generous gift.
Notify us of your charitable estate gift
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Paul Dudley White Legacy Circle

When you remember us in your will or trust, or give through a life income plan, you become a member of the Paul Dudley White Legacy Circle.
Learn about the Circle
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Find Your Local Contact

Have Questions? Our dedicated representatives are available to offer personal assistance and resources.

Estate Settlement/Bequest Administration

Charitable Estate Planning

Professional Advisor Network

Essential Resources

Explore complimentary tools and resources to help you secure the future for the people and causes you care about.
Charitable Estate Planning Tools and Resources

Your Legacy, Your Way Older couple sitting on the couch together watching a webinar on a laptop

View upcoming and past webinars hosted by the American Heart Association to learn how to secure your future and create your legacy.

Learn more about upcoming and past webinars

Planning Perspectives Article Series

Trusted, practical guidance on estate and charitable planning strategies, empowering you to make informed decisions, protect your future and create a meaningful legacy.

An elderly couple walking away from the viewer while holding hands with their granddaughter who is between themRead the featured article:

Using Life Insurance to Offset Taxes and Power a Charitable Legacy

When Congress passed the SECURE Act (2019) and later SECURE 2.0 (2022), it reshaped how families inherit retirement accounts. With thoughtful planning, you can turn this challenge into an opportunity — protecting your family while making a meaningful charitable impact. Whole life insurance can play a pivotal role.

Read the article: Using Life Insurance...

Explore more Planning Perspectives articles

Resources for Professional Advisors & Trustees

Information to help you and your clients with their estate plans or the settlement of their estate.

Professional Advisor Network

We work with professional advisors to ensure your client’s financial and charitable goals are achieved. Membership is free.
Join the Professional Advisor Network

Estate Settlement

We help you execute your client’s final estate plan and make sure their wishes are followed.
Estate Settlement

American Heart Association Tax Identification Number: 13-5613797