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Welcome to American Heart Association Planned Giving
Planned gifts allow you to combine your philanthropic goals with your financial needs and support the fight against heart disease and stroke - the No. 1 and No. 3 killers in America. The American Heart Association's goal is to reduce coronary heart disease, stroke and risk by 25 percent by 2010. Review the information in this site to see how you can realize significant income and tax-saving benefits and help save countless lives in your community.
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
Benefits For Family and American Heart Association
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Bequests
Joe and Anna have been faithful supporters of charities. They believe it is important to support and encourage philanthropy. More on Bequests >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
Ideas for Making a Wise Gift
There are several ideas to help you make wise and prudent gifts. These pages are here to help you learn how gift planning can be of personal benefit. Let us suggest a few of them that would help you in that process.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@heart.org.
If you are a professional advisor, the following links have helpful infomation for you and your clients.
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