Support for Year-End Giving
The Professional Advisor Network is here to make the process of year-end giving simple, efficient and rewarding – for both you and your clients. Access turnkey giving solutions and charitable planning tools and resources to help support your client conversations and simplify the logistics at year-end.
Key Dates for Charitable Giving
We know year-end giving can get tight. Follow these deadlines to ensure your clients’ gifts are received and processed before December 31, 2025.
| Asset | Deadline |
| Appreciated Stock | Complete transfer by market close on December 31, 2025. |
| Credit Card Gifts | Must be completed by 11:59 p.m. (client’s local time) on December 31, 2025. |
| Checks (U.S. Mail) | Must be postmarked on or before December 31, 2025. |
| Checks (FedEx, UPS, DHL) | Must be physically received by December 31, 2025. |
| Qualified Charitable Distribution | The funds must leave and clear client’s IRA account by December 31, 2025 – not just be requested or mailed. |
| Wire Transfers | Initiate no later than December 28, 2025, depending on the bank’s processing schedule. |
Common Year-End Giving Solutions
Our team of charitable planning experts provide ready-to-use resources and step-by-step guidance for every giving option.
- Appreciated Securities and Mutual Funds – donating appreciated stock, bonds and mutual funds allows donors to claim a fair market value deduction while potentially avoiding capital gains tax. Conveniently donate appreciated securities using our online platform.
- Charitable Gift Annuity (CGA) – current rates for CGAs are the highest they’ve been in over a decade. There is also an opportunity for clients to fund a CGA with a one-time qualified charitable distribution to satisfy RMD requirements. Use our gift calculator to see potential tax savings and lifetime income for your clients, or contact us for a free, no-obligation illustration.
- Cryptocurrency – the American Heart Association accepts over 100 types of cryptocurrencies through our secure, online form.
- Donor Advised Funds – your clients who have a donor advised fund can recommend a grant to the American Heart Association quickly and securely using our online platform.
- Qualified Charitable Distribution (QCD) – clients 70 ½ and older can transfer up to $108,000 this year directly from their IRA to a qualified charity tax-free. QCDs count towards RMDs and can be a great solution for clients who have not satisfied their RMD yet. A QCD to the American Heart Association can be initiated online in just a few minutes.
Gift Calculators and Illustrations
Use our gift calculators to explore potential tax benefits and income options for different giving strategies to help your clients visualize the impact of their generosity. The Association’s team of experts can also provide a personalized benefits illustration at no cost or obligation.
Contact your local charitable estate planning advisor for assistance.
2026 Tax Law Changes
Understand the key provisions of the One Big Beautiful Bill Act (OBBBA) and how these changes could affect client planning strategies for year-end and beyond. Read “The One Big Beautiful Bill: Beauty is in the Eye of Client,” by Gunnar M. Cowell, JD for a summary of key changes and considerations to be aware of.
Your clients can join us in making transformative health impact now and as part of their legacy.
Through relentless commitment, the American Heart Association delivers lifesaving breakthroughs that empowers 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. Your clients can help advance work in these key areas:
- Accelerating research that holds the power to transform lives.
- Transforming communities by ensuring that every person feels confident and equipped to respond to cardiac emergencies.
- Investing in mission-aligned companies to speed the path from breakthrough science to real-world impact.
- Building the evidence needed to make food-based interventions to improve health outcomes, reduce health care use and costs, address health disparities and reduce nutrition and food insecurity for patients.
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Discover how the American Heart Association is transforming lives and how your clients can get involved. Learn more about our Mission (PDF). |
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There are many other ways for your clients to support the Heart Association’s mission to day and as part of their legacy. When your clients remember the Association as part of their will, trust or life income gift plan, they are recognized as a distinguished member of the Paul Dudley White Legacy Circle within the Cor Vitae Society. This special recognition is bestowed upon dedicated supporters whose mission impact spans current and future generations.
Request a copy of Impact: Your Guide to Giving to share with clients. This comprehensive booklet details all the ways to make a lifesaving difference.