George W. Morris Jr.

George W. Morris Jr. led an active life as a high school and college athlete, and he continued to enjoy a variety of outdoor activities as an adult. But at age 47, while vacationing with friends, he suffered a severe angina attack. His friends drove him straight to Cleveland Clinic where he had his first bypass surgery.
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Ron & Sunny David

Many of Ron & Sunny's friends have heart problems and some have passed away. Because of the research and professionalism of its many employees and volunteers, the American Heart Association has become one of their favorite organizations. And because of dedicated people like the representative who served them so well, they have made provisions for a future gift to the association in their documents.
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Pete Warren

Pete Warren is a 65-year-old retiree who knows a “win-win-win” opportunity when he sees one. That's why he recently funded a charitable gift annuity (CGA) with the American Heart Association. He's supporting the good work of the organization and helping others, increasing his retirement income for the rest of his life and reducing his taxes.
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Leonard and Shirley Sterling

Len and Shirley had the foresight to set up three charitable gift annuities to benefit the American Heart Association. Shirley has an extensive background in income tax work and has learned the value of the gift annuity and planning ahead. Her well-thought out will contains trusts that will last forever to benefit her favorite organizations, including the American Heart Association.
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Jacqueline Dubelle
Legacy of a Mother's Journey

Jacqueline would like to make the journey easier for other mothers and daughters who battle heart failure. So she's made a planned gift to the American Heart Association through a bequest in her will.

"The legacy I am leaving will help other daughters help their mothers."
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Elsie Upson
Women planning for tomorrow ... today!

Upson helps others who have heart disease, and she has also made a bequest to the American Heart Association. A donor makes a bequest by leaving assets to charity through a will. The donor's estate will receive a charitable estate tax deduction at the donor's death, when the gift is made to charity. "The American Heart Association is a worthwhile organization, and I advise women, especially, to help in any way they can," Upson said.
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Marie DeStefano
Helps Fight Heart Disease with a Charitable Gift Annuity

Marie, who's retired and lives in Lakewood, N.J., recently funded an American Heart Association charitable gift annuity. A charitable gift annuity is a contract between you and the American Heart Association in which you exchange a gift of cash or securities for a fixed income each year. In return for Marie's thoughtful gift, she receives generous payments for the rest of her life no matter how long that may be and regardless of how the market changes. She's also entitled to a charitable deduction for a portion of her gift. More than half of the payments she will receive will be tax-free during her life expectancy.
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