专业顾问
Join the 美国心脏协会 Professional Advisor Network
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.
客户计划
- 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
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
继续教育机会
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.
来说,资源
房地产结算
顾问的角度来看
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.