Learning Center

The American Heart Association (AHA) Professional Advisor Network supports advisors with free estate and charitable gift planning solutions, helping you offer your clients meaningful options to reach their unique personal and financial goals, and to grow your practice while helping save more lives from heart diseases and stroke.

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UPCOMING WEBINARS

ON DEMAND

ADVISOR ARTICLES

5 Ways to Gift Beyond Cash

Essential Decisions: Choosing the Right Trustee

Using a Charitable Gift Annuity in a Client's Financial Plan

What is the Meaning of Life? Going Beyond the Numbers to Discuss Client Legacy

TOOLS & RESOURCES FOR YOU AND YOUR CLIENTS

GIFT CALCULATORS

Our many gift calculators show you how a gift to the American Heart Association provides benefits to your clients, while continuing to fight heart disease and stroke.

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CONTACT US

We're Here for YOU! 
Connect with your team member to provide free support for charitable gift planning. We accept a variety of gifts, offer turnkey solutions, and are here to help with bequest language, illustrations, support for family meetings and other needs.


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John Cullum, CFP®
John.Cullum@heart.org 
(864) 517-2154

States Covered:
AL, FL, GA, LA, MS, NC, PR, SC, TN





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Gunner Crowell, JD
Gunner.Crowell@heart.org

States Covered:
IA, IL, IN, KS, KY, MI, MN, MO, ND, NE, OH, SD, WI




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Jeff Gilchrist
Jeff.Cilchrist@heart.org
(602) 757-2932


States Covered:

AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA



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Ed Rodbro, CAP®
Ed.Rodbro@heart.org
(847) 721-8010


States Covered:
CT, DE, MA, ME, MD, NH, NJ, NY, PA, RI, VA, VT, WV