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. Click the video below to learn more.

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2025 POCKET GUIDE BUNDLE

Claim for your free 2025 Tax Pocket Guide, 2025 Financial Guidelines, and 2025 Charitable Gift Planning Guidelines when you complete your no-cost membership to the American Heart Association Professional Advisor Network.


UPCOMING WEBINARS

ON DEMAND

ADVISOR ARTICLES

How to Reduce the Suprise Factor in Retirement Planning

Strategic Charitable Gifting: 5 Ways to Amplify Impact Through Tax Planning

Why Donor-Advised Funds Continue to Gain Momentum: 5 Key Advantages to Share with Your Clietns

Exiting the Business in a Meaningful Way

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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Gunnar Crowell, JD
Gunnar.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