专业顾问

We're here to help you and your clients with their legacy plans or the settlement of an estate
礼物的选择 or

Join the 美国心脏协会 Professional Advisor Network

Your role as a trusted advisor gives you the power to shift the balance of 1 in 3 Americans who will die of heart disease this year. Likely, the next client in your office has been touched by this disease.

The 美国心脏协会’s Professional Advisor Network provides you with personal assistance from a nationwide team of estate and gift planning professionals, free planning tools and networking opportunities for 美国心脏协会 donors to access professionals like you.

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客户计划

Professional advisors play a key role in providing clients with information on ways to blend charitable intention into their financial and estate plan. Our goal is to provide you with the tools needed to advised your clients on the mission of our organization and the variety of charitable options available. 我们的专业顾问服务包括:
  • 遗赠语言样本
  • 慈善礼物的示例插图
  • 与任务和健康有关的信息
  • 每周电子邮件更新有关礼品法
Find Your Dedicated Professional Advisor Network Concierge
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工具和资源

Access complimentary tools and resources to help empower your clients to make informed decisions about planning their legacy.

  • 遗产语言
  • 比较礼物计划
  • 礼品计算器
  • 术语表
探索工具和资源

继续教育机会

礼品法通讯缩略图

The Professional Advisor Network also provides several continuing education opportunities for members including digital newsletters, 年度税务袖珍指南, 和网络研讨会.

Request Gift Law, one of our most popular monthly e-Newsletters, at no cost or obligation

来说,资源

当你的客户制定慈善捐赠计划时, consider the option of a DAF account that gives them the flexibility to support their chosen charities as well as the 美国心脏协会. This account also gives you the ability to continue your relationship with your client. They can also teach their children about the joy of giving, by involving them in the direction of those grants. Our 美国心脏协会 charitable estate planning advisors can assist you with opening the account or you can create one online.
了解更多关于捐款人建议基金资源的信息

房地产结算

Our estate settlement administrators will help you deal with the documents and details of a client who has passed away and generously included the 美国心脏协会 in their estate plan. We know this is a difficult but important process and our goal is to make it as easy as possible for you, 家人和朋友.
了解更多有关遗产安置的资料
签署最后遗嘱文件的人

顾问的角度来看

了解慈善捐赠计划解决方案, strategies for approaching philanthropic and legacy conversations with clients, and more from fellow advisors in this monthly article series.
How to Reduce the Surprise Factor in Retirement Planning

How to Reduce the Surprise Factor in Retirement Planning
Portrait of a smiling shop owner standing in his shop

以有意义的方式退出业务
Older couple walking arm in arm along iron fence outside, laughing and smiling

Strategic Charitable Gifting: 5 Ways to Amplify Impact Through Tax Planning
Elderly woman sitting on patio, looking off into the sunlight

Securing the Future: Financial Planning Before Widowhood
A couple discussing financial options with an advisor in a bright lit public area

除了现金以外的五种礼物方式
stack of rocks sculpture on a hill overlooking a wide mountain landscape

Less House, More Purpose: Downsizing and Its Impact on Estate Planning

让我们知道您慷慨的客户礼物

If you have a client that's arranged an estate gift benefitting the 美国心脏协会, we appreciate being informed of the gift so we can express our gratitude and ensure the donor's wishes are fulfilled. If you would like to report a client gift or discuss a potential or hypothetical gift, please contact your dedicated Charitable Estate Planning Advisor for assistance, 包括个性化礼品插图.

Contact your dedicated Charitable Estate Planning Advisor


We recognize and respect that in some cases your client may wish to remain anonymous. Please utilize our confidential online form to notify us that an estate gift has been arranged for the 美国心脏协会's benefit without divulging your client's identity.

保密客户捐赠申报表

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有问题?

Contact your dedicated Professional Advisor Network Concierge.
找到你当地的联系人

美国心脏协会 税务识别号: 13-5613797