Wills, Trusts and Annuities

Consider including us in your will, trust or estate plan. It's a simple way to make an impact and leave a lasting legacy.

The generosity of donors like you is why we're able to fund life-saving research. Research that contributes to programs that ensure all patients have the same access to quality healthcare. Science and research on heart diseases and stroke are the core of everything the association does, but we couldn't achieve our goals without the commitment, enthusiasm and knowledge of our supporters.

A gift through your estate plan can benefit you and your loved ones and help save lives. You can enhance your family's financial well-being while continuing to support a cause that is near and dear to your heart.

Selecting the right charitable estate planning vehicle allows you to reduce your estate and income taxes. It can help you maximize the financial and tax benefits of your gift, and create a larger gift than you thought possible.


Estate planning gifts make up 13% of our annual contributions

Charitable Gift Annuities: The Gift That Pays You Income

Meet Anita Casazza

“A steady income and a good return on your money” – Anita Casazza

Anita generously supports the ѿý through special arrangements that provide her with tax benefits and income in return.

Learn how you can receive benefits and honor loved ones while helping provide more of life’s precious moments.

Gifts That Everyone Can Afford

You don't have to use cash to make your gift. There are many gift options that everyone can afford.

Gifts That Pay You Income

Your gift to the association goes into an account that pays income to you and/or other beneficiaries for life.

Gifts That Protect Your Assets

Plans that help you control your assets or transfer them at a lesser cost.

Darryl Griffin and four family members posing together outside for a selfie

Darryl Griffin

"I'm planting that seed of legacy and continued impact to do something very positive in life and in death."
Meet Our Donors

Meet the Moment: A Woman’s Guide to Planning a Secure Future

Register for a free webinar exploring the fundamentals of the estate planning process specific to a woman’s unique life circumstances.

Paul Dudley White Legacy Society

Join our society of like-minded supporters who give through a will, trust or life income plan.

Leaving a lasting legacy

Our Will and Estate Planning Workbook is your first step to creating a legacy that will make a difference in the lives of future generations.
thumbnail view of Legacy of the Heart, Your Will and Estate Planning Workbook

Are We in Your Estate Plan?

Please let us know so we can thank you for your generous gift.
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Have Questions?

Contact your Charitable Estate Planning Representative to discuss your many giving options.

Professional Advisors & Trustees

Information to help you and your clients with their estate plans or the settlement of their estate.

Client Planning

We work with professional advisors to ensure your client's personal and professional goals are met.

Donor Advised Fund Resources

Create a charitable checking account for your client in one simple fund.

Estate Settlement

We help you execute your client's final estate plan and make sure their wishes are followed.

Let Us Know About Your Generous Client Gifts

If you have a client that's arranged an estate gift benefitting the ѿý, 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, including personalized gift illustrations.

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 ѿý's benefit without divulging your client's identity.

Confidential Client Gift Reporting Form

ѿý Tax Identification Number: 13-5613797