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Request More Information

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. To receive information on how planned gifts can benefit you and your family, just complete and submit the form below. Your request is strictly confidential and non-obligatory. In the meantime, feel free to contact us with any questions.

 Title:
  

 

First Name:*
 
Last Name:*
 
Street Address:*
 
Address Line 2:
 
City:*
*State:
ZIP:*
 
Phone:*
 E-mail Address:*
 
Date of Birth (mm/dd/yy):*
  
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I want to learn more about:
 How to make a Bequest
 Making a gift of Retirement Plan Assets
 Making a gift with Life Insurance
 Making a gift of Appreciated Securities
 Ways to give Real Estate
  
I want to explore gifts that provide income to me and/or my beneficiaries.  Specifically, I am interested in the following gift plan(s):
 Charitable Gift Annuity
 Deferred Gift Annuity
 Charitable Remainder Trusts
 Charitable Lead Trusts
 Testamentary Life-Income
 Retained Life Estate
 
 Please send me an illustration of the financial and tax benefits of a Gift Annuity for the following:
 Date of Birth
(mm/dd/yy):
 Date of Birth of Person 2 (required if illustration for two people)
(mm/dd/yy):
 Gift Amount to Illustrate: ($5,000 min) 
  
  I'm not sure which gift plan works best for me. Please have an American Heart Association representative contact me to discuss how Charitable Estate Planning can benefit me.
 
  I have already included the American Heart Association in my estate plan.
 
  I am considering including the American Heart Association in my estate plan.
 
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