Wills, Trusts, and Annuities

Charitable Lead Annuity Trust Calculator

With your charitable lead annuity trust, the association will receive a fixed amount each year, for a specified term of years. When your trust ends, the remaining funds will go to your heirs at reduced tax rates.

(ex. 3/22/2018)

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



American Heart Association’s
Tax Identification Number


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