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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 | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
 | 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 >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
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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