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.
UPCOMING WEBINARS
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Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/20/2024 at 12:00 PM (MST)
Join industry expert Ross Bruch as he navigates the cutting-edge intersection of Artificial Intelligence and estate planning.
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ON DEMAND
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Product not yet rated Contains 4 Component(s), Includes Credits
Philanthropic professionals often interact and intersect with a donor’s professional advisors in the course and scope of the client’s philanthropy.
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Contains 4 Component(s), Includes Credits
Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape.
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Contains 4 Component(s), Includes Credits
This session will explore the unprecedented rapid rise in the 7520 rate in recent months
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Contains 4 Component(s), Includes Credits
This program explores the importance of cybersecurity and equips attendees with essential knowledge and skills to navigate the digital landscape securely.
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Contains 4 Component(s), Includes Credits
Why some people are more generous than others with their charitable gifts? Join us to learn about the science behind altruistic giving and how one’s life experiences can shape their future as a philanthropist. We will explore the generational differences in giving and how to guide a client to meaningful philanthropy while ensuring the gift is tax efficient. The session will review charitable solutions, including the benefits of the SECURE ACT 2.0 and retirement assets. Finally, we will look to the future and explore the ways to teach children the joys of giving and create the next generation of philanthropists.
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Contains 4 Component(s), Includes Credits
Join us for a deep dive into the top 10 trends that directly impact the charitable planning landscape. Learn about how tax changes are impacting charitable giving, raising the right charitable question at the right time with clients, and all about the hottest charitable planning trends/vehicles following tax act changes.
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- Non-member - $29
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Contains 4 Component(s), Includes Credits
Join distinguished professional and planned giving expert, Bryan K. Clontz, to discuss the newest opportunities in charitable financial planning: qualified charitable distributions (QCDs) for life income gifts, charitable remainder trusts and charitable gift annuities (CRTs and CGAs). This webinar will cover new rules, open questions, practical considerations, and case study opportunities to equip attendees with the valuable information needed to best assist their clients.
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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.
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.
John Cullum, CFP®
John.Cullum@heart.org
(864) 517-2154
States Covered:
AL, FL, GA, LA, MS, NC, PR, SC, TN
Gunnar Crowell, JD
Gunnar.Crowell@heart.org
States Covered:
IA, IL, IN, KS, KY, MI, MN, MO, ND, NE, OH, SD, WI
Jeff Gilchrist
Jeff.Cilchrist@heart.org
(602) 757-2932
States Covered:
AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA
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
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