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Bequests
Checklist
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When including a bequest provision in your will, always use our full legal name. Have you said: American Heart Association , a non-profit 501(c)(3) Corporation, headquartered in Dallas, Texas? |
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Be as clear as possible in describing what you want. Have you clearly stated the amount or percentage you would like to leave American Heart Association and whether the gift is unrestricted, restricted or permanently endowed? |
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Sometimes we are able to resolve specific concerns. If you’ve restricted your gift, have you included language that allows American Heart Association to use the funds in another manner in the event the purpose your gift supports is no longer relevant? |
For more information
Email us, complete the personal illustration form, or contact the planned giving representative in your area so that we can assist you through every step of the process.
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