Skip to main content
American Heart Association
American Heart Association
  • Heart Attack and Stroke Symptoms
  • Volunteer
  • SHOP
  • DONATE ONCE
  • DONATE MONTHLY
  • Donate Now
  • Search Search
    Search
  • Healthy Living
  • Health Topics
  • Professionals
  • Get Involved
  • Ways to Give
  • About Us
  • CPR
  • In Your Community
  • Volunteer
  • Learn CPR
  • SHOP
  • red symptoms icon Heart Attack and Stroke Symptoms
  1. Home
  2. Get Involved
  3. Ways to Give
  4. Wills, Trusts and Annuities
  5. The SECURE Act & Charitable Giving

The SECURE Act & Charitable Giving


Written by American Heart Association editorial staff and reviewed by science and medicine advisers. See our editorial policies and staff.

Last Reviewed: Feb 24, 2020

Twitter Facebook Share on LinkedIn Share on Reddit Pinterest

Email Print

  • Wills, Trusts and Annuities

  • 5 Reasons to Keep Your Resolutions

  • 2022 Federal Tax Pocket Guide

  • 2022 Financial Guidelines

  • 2022 Personal Illustration Form

  • 2023 Heckerling Highlights

  • AHA 2022 Apartment Owners Association Trade Show Giveaway

  • American Heart Association Livestreaming Event Sweepstakes

  • Answers to Your Questions

  • Answers to Your Will Planning Questions

  • Balancing Family and Charitable Legacies

  • Beneficiary Designations

  • Benefits of Real Estate Gifts

  • Charitable Giving to a Donor Advised Fund

  • Charitable Tax Guide

  • Client Relationships Enhanced

  • Confidential Survey

  • Deciding between Foundation and DAF

  • Deferred Gifts That Bring Great Comfort Today

  • Designate Your Beneficiaries

  • Donor Friendly Alternatives

  • Easy Techniques to Help Clients

  • Empower Your Clients

  • Enhance Client Relationships

  • Federal Tax Pocket Guide 2022

  • Financial Guideline 2022

  • Gift Options for Tax Savvy Charitable Planning

  • Give a Gift That Lasts a Lifetime

  • Healthy & Wealthy New Year

  • Heckerling Highlights 2023

  • Help Clients Rebalance Their Portfolios

  • Help your clients "DECIDE".

  • Helping Clients to Decide

  • Helping Clients with Inherited Mineral Interests

  • Helping Develop Your Clients' Charitable Plans

  • High Impact Giving Opportunities

  • How to Help Clients Decide

  • Impact of COVID on Estate Planning

  • It's Your Will Your Way

  • Learn How to Increase Your Income Now

  • Leave a Lasting Legacy

  • Looking for More Information

  • Make a Difference & Reduce Your Tax Burden

  • Make the Most of Your Money

  • Make Your Clients Goals a Reality

  • ​New Rates Increase!

  • ​One Account. Unlimited Growth.

  • Personal Illustration Form 2022

  • Planning Resources for Clients

  • Planning Resources to Help Clients

  • Are private foundations still the best solution for your clients?

  • Problem Solving Resources

  • Real Benefits with Real Estate Gifts

  • Real Estate Gift

  • Real Estate Gifts - Real Benefits

  • Receive Fixed Income for Life

  • ​Receive Secure Income for Life

  • Regaining the IRA Stretch

  • Request the 2022 Federal Tax Pocket Guide

  • Request Your Personal Illustration

  • Request Your Personal Illustration Form

  • Road Map to Diversity, Equity and Inclusion

  • Simplify the Planning Process

  • ​Sip, Sip, Hooray!

  • Smooth Sailing for Trust Creation and Administration

  • Support Our Mission Receive Lifetime Income

  • Tax Guidance for Charitable Giving

  • Tax Pocket Guide

  • Tax-Wise Estate Gift

  • Tax Wise Giving Opportunities

  • Tax Wise Giving Strategies

  • Test Your Knowledge

  • The Impact of COVID on Estate Planning

  • Regaining the IRA Stretch

  • ​Totally Taxwise Gift Option

  • Unlimited Growth

  • Will Planning Questions Answered

  • Will You Be Ready

  • You Dont Know What You Dont Know

  • You Give the Gift of Life

  • Your Will, Your Way

Related Articles

man in business office environment holding laptop

Local Estate Planning or Estate Settlement Representative

  • Wills, Trusts and Annuities

  • 5 Reasons to Keep Your Resolutions

  • 2022 Federal Tax Pocket Guide

  • 2022 Financial Guidelines

  • 2022 Personal Illustration Form

  • 2023 Heckerling Highlights

  • AHA 2022 Apartment Owners Association Trade Show Giveaway

  • American Heart Association Livestreaming Event Sweepstakes

  • Answers to Your Questions

  • Answers to Your Will Planning Questions

  • Balancing Family and Charitable Legacies

  • Beneficiary Designations

  • Benefits of Real Estate Gifts

  • Charitable Giving to a Donor Advised Fund

  • Charitable Tax Guide

  • Client Relationships Enhanced

  • Confidential Survey

  • Deciding between Foundation and DAF

  • Deferred Gifts That Bring Great Comfort Today

  • Designate Your Beneficiaries

  • Donor Friendly Alternatives

  • Easy Techniques to Help Clients

  • Empower Your Clients

  • Enhance Client Relationships

  • Federal Tax Pocket Guide 2022

  • Financial Guideline 2022

  • Gift Options for Tax Savvy Charitable Planning

  • Give a Gift That Lasts a Lifetime

  • Healthy & Wealthy New Year

  • Heckerling Highlights 2023

  • Help Clients Rebalance Their Portfolios

  • Help your clients "DECIDE".

  • Helping Clients to Decide

  • Helping Clients with Inherited Mineral Interests

  • Helping Develop Your Clients' Charitable Plans

  • High Impact Giving Opportunities

  • How to Help Clients Decide

  • Impact of COVID on Estate Planning

  • It's Your Will Your Way

  • Learn How to Increase Your Income Now

  • Leave a Lasting Legacy

  • Looking for More Information

  • Make a Difference & Reduce Your Tax Burden

  • Make the Most of Your Money

  • Make Your Clients Goals a Reality

  • ​New Rates Increase!

  • ​One Account. Unlimited Growth.

  • Personal Illustration Form 2022

  • Planning Resources for Clients

  • Planning Resources to Help Clients

  • Are private foundations still the best solution for your clients?

  • Problem Solving Resources

  • Real Benefits with Real Estate Gifts

  • Real Estate Gift

  • Real Estate Gifts - Real Benefits

  • Receive Fixed Income for Life

  • ​Receive Secure Income for Life

  • Regaining the IRA Stretch

  • Request the 2022 Federal Tax Pocket Guide

  • Request Your Personal Illustration

  • Request Your Personal Illustration Form

  • Road Map to Diversity, Equity and Inclusion

  • Simplify the Planning Process

  • ​Sip, Sip, Hooray!

  • Smooth Sailing for Trust Creation and Administration

  • Support Our Mission Receive Lifetime Income

  • Tax Guidance for Charitable Giving

  • Tax Pocket Guide

  • Tax-Wise Estate Gift

  • Tax Wise Giving Opportunities

  • Tax Wise Giving Strategies

  • Test Your Knowledge

  • The Impact of COVID on Estate Planning

  • Regaining the IRA Stretch

  • ​Totally Taxwise Gift Option

  • Unlimited Growth

  • Will Planning Questions Answered

  • Will You Be Ready

  • You Dont Know What You Dont Know

  • You Give the Gift of Life

  • Your Will, Your Way

*All health/medical information on this website has been reviewed and approved by the American Heart Association, based on scientific research and American Heart Association guidelines. Find more information on our content editorial process.

American Heart Association - Full Logo

National Center
7272 Greenville Ave.
Dallas, TX 75231

Customer Service
1-800-AHA-USA-1
1-800-242-8721

Contact Us

Hours
Monday - Friday: 7 a.m. – 7 p.m. CT 
Saturday: 9 a.m. - 5 p.m. CT
Closed on Sundays

Tax Identification Number
13-5613797

About Us

  • About the AHA/ASA
  • Annual Report
  • AHA Financial Information
  • International Programs
  • Latest Heart and Stroke News
  • AHA/ASA Media Newsroom
  • Careers

Get Involved

  • Donate Now
  • Make a Memorial Gift
  • Ways to Give
  • Advocate
  • Volunteer
  • Go Red For Women
  • ShopHeart
  • ShopCPR

Our Sites

  • American Heart Association
  • American Stroke Association
  • CPR & ECC
  • Professional Heart Daily
  • More Sites
  • Facebook
  • Instagram
  • Twitter
  • Tik Tok
  • YouTube
  • LinkedIn
  • Pinterest
  • National Health Council
  • Better Business Bureau
  • Charity Navigator
  • Comodo Secure
  • AHA Careers
  • Privacy Policy
  • Medical Advice Disclaimer
  • Copyright Policy
  • Accessibility Statement
  • Ethics Policy
  • Conflict of Interest Policy
  • Linking Policy
  • Whistleblower Policy
  • Content Editorial Guidelines
  • Diversity
  • Suppliers & Providers
  • State Fundraising Notices

©2023 American Heart Association, Inc. All rights reserved. Unauthorized use prohibited.
The American Heart Association is a qualified 501(c)(3) tax-exempt organization.
*Red Dress ™ DHHS, Go Red ™ AHA ; National Wear Red Day® is a registered trademark.

×
American Heart Association logo

This link is provided for convenience only and is not an endorsement of either the linked-to entity or any product or service.

Proceed