Professional Advisors & Trustees

We're here to help you and your clients with their legacy plans or the settlement of an estate

Client Planning

Professional advisors play a key role in providing clients with information on ways to blend charitable intention into their financial and estate plan. Our goal is to provide you with the tools needed to advised your clients on the mission of our organization and the variety of charitable options available. A few of our professional advisor services are:

  • Sample bequest language
  • Sample illustrations of charitable gifts
  • Mission and health related information
  • Weekly email updates relating to gift law

financial planner with male and female couple

DAF Resources

As your clients develop a philanthropic gift plan, consider the option of a DAF account that gives them the flexibility to support their chosen charities as well as the American Heart Association. This account also gives you the ability to continue your relationship with your client. They can also teach their children about the joy of giving, by involving them in the direction of those grants. Our American Heart Association charitable estate planning advisors can assist you with opening the account or you can create one online.

Estate Settlement

Our estate settlement administrators will help you deal with the documents and details of a client who has passed away and generously included the American Heart Association in their estate plan. We know this is a difficult but important process and our goal is to make it as easy as possible for you, the family and friends.

Person signing Last Will and Testament document

Compare Gift Plans

There are a variety of gift options that can help you reach your charitable goals.

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