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.
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.
Meet Anita Casazza
“A steady income and a good return on your money” – Anita Casazza
Anita generously supports the American Heart Association through special arrangements that provide her with tax benefits and income in return.
Learn how you can receive benefits and honor loved ones while helping provide more of life’s precious moments.
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.
Meet Our DonorsPam 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'.”
Stock & Mutual Fund Gifts
Paul Dudley White Legacy Society
Leaving a lasting legacy
Our Will and Estate Planning Workbook is your first step to creating a legacy that will make a difference in the lives of future generations.
Are We in Your Estate Plan?
Have Questions?
Professional Advisors & Trustees
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.
Let Us Know About Your Generous Client Gifts
If you have a client that's arranged an estate gift benefitting the American Heart Association, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, including personalized gift illustrations.
Contact your dedicated Charitable Estate Planning Advisor
We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the American Heart Association's benefit without divulging your client's identity.