Tools and Resources

Giving is a personal decision. These helpful tools provide you with the means to make an informed choice

The right tools and resources are important when planning your legacy. We want to help you make the right choice for your personal and financial goals.

Bequest Language

Proper wording in your estate plan is key to ensuring your wishes are carried out correctly. Use our sample bequest language so your gift is accurately directed through your will or trust.

VIEW SAMPLE BEQUEST LANGUAGE

Brochure Request

Would you like more information? Our free brochures offer useful tips in an easy-to-understand format.

REQUEST BROCHURES

Compare Gifts Plans

Compare gift options side-by-side to help you decide which type of gift is right for you.

COMPARE GIFT PLANS

Gift Calculator

Use our gift calculator to see how different gift options provide benefits to you and your loved ones. Provide a few details and you'll receive an estimate of income and charitable deductions that are best for your situation.

VIEW GIFT CALCULATOR

Glossary of Terms

Charitable estate planning terms and definitions can be confusing. Our glossary is essential in providing simple explanations.

VIEW GLOSSARY


Are We in Your Estate Plan?

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

male professional advisor holding laptop

Have Questions For Us?

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

American Heart Association Tax Identification Number: 13-5613797