Wills, Trusts, and Annuities

Gift Plans

Bequest
Give to the American Heart Association without affecting your cashflow during your lifetime.

Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity - Deferred
Recommended for younger donors to build retirement earnings for the future.

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.

Remainder Annuity Trust
Make a large gift and receive a fixed-income payout each year.

Remainder Unitrust
Make a large gift and create a flexible source of retirement income.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.




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