Wills, Trusts, and Annuities

Legacy Planner™

Are you more concerned about long-term estate preservation than an immediate income-tax deduction?

  • Charitable Lead Trust
    Share the benefits from an appreciating asset with us for a term -- then leave more of it to your family.


To take the next step, complete the Information Request form, email or call the Planned Giving Office at .

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



American Heart Association’s
Tax Identification Number


Are We in Your
Estate Plan?

Notify us so we may thank you for your future gift.



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