Wills, Trusts and Annuities

Consider including us in your will, trust or estate plan. It's a simple way to make an impact and leave a lasting legacy.

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The generosity of donors like you is why we're able to fund life-saving research. Research that contributes to programs that ensure all patients have the same access to quality healthcare. Science and research on heart diseases and stroke are the core of everything the association does, but we couldn't achieve our goals without the commitment, enthusiasm and knowledge of our supporters.

A gift through your estate plan can benefit you and your loved ones and help save lives. You can enhance your family's financial well-being while continuing to support a cause that is near and dear to your heart.

Selecting the right charitable estate planning vehicle allows you to reduce your estate and income taxes. It can help you maximize the financial and tax benefits of your gift, and create a larger gift than you thought possible.


Estate planning gifts make up 13% of our annual contributions

Make Your Qualified Charitable Distribution Before December 31st

At 70 1/2 years & older, you MUST withdraw a set amount from your Individual Retirement Account (IRA) each year. This amount can significantly increase your income and taxes. Now there's a smart way to use this distribution to your advantage. You can make a tax-free gift directly from your IRA to the causes you care about most.

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Ready to Start?

Opening your charitable giving account takes only a few minutes to give in a simple and tax-wise way.

Donor Advised Fund

Make a difference with a donor advised fund.  Designating a grant is easy and can be made directly from our website.

Gifts That Everyone Can Afford

You don't have to use cash to make your gift. There are many gift options that everyone can afford.

Gifts That Pay You Income

Your gift to the association goes into an account that pays income to you and/or other beneficiaries for life.

Gifts That Protect Your Assets

Plans that help you control your assets or transfer them at a lesser cost.

Pam Nye

Pam Nye

“People sometimes tell me what I do is depressing and sad. My answer is always the same, ‘If I can make a difference in one person’s life every day, just one, then I’ve had a successful day'.”
Meet Our Donors

Stock & Mutual Fund Gifts

Request more information on making a gift of stocks or mutual funds.

Paul Dudley White Legacy Society

Join our society of like-minded supporters who give through a will, trust or life income plan.

Leaving a lasting legacy

Our will and estate planning guide is your first step to creating a legacy that will make a difference in the lives of future generations.

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Are We in Your Estate Plan?

Please let us know so we can thank you for your generous gift.

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Have Questions For Us?

Contact your Charitable Estate Planning Representative to discuss your many giving options.

Professional Advisors & Trustees

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

Client Planning

We work with professional advisors to ensure your client's personal and professional goals are met.

Donor Advised Fund Resources

Create a charitable checking account for your client in one simple fund.

Estate Settlement

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

American Heart Association Tax Identification Number: 13-5613797