Estate Settlement After Death

Updated:Jul 25,2014
Estate Settlement

When the maker of a will or trust or other beneficiary designation (such as life insurance, retirement assets, annuities, etc.) dies and the American Heart Association or American Stroke Association is named a beneficiary, the person responsible for distributing the bequest/gift (executor, trustee, attorney, etc.) should contact the appropriate bequest administrator at the American Heart Association.

To determine which bequest administrator to contact, review the execution pages of the will or trust document. The handling of such gifts is determined by the state in which the grantor or executor was domiciled at the time he or she executed the instrument. Please do not mail distributions or documents to your local AHA field office, as those staff are not authorized to receive such distributions.

The American Heart Association understands that this can be a difficult and painful time for family and friends of the deceased who are charged with administering the estate or trust. While we are extremely grateful to receive these gifts, we do often have to ask for copies of documents, inventories and/or accountings in order to comply with Generally Accepted Accounting Principles (GAAP) and audit requirements in order to maintain our non-profit status. Additionally, this information helps us ensure that we are honoring the deceased’s wishes as to any restrictions placed on his/her gift.

The AHA’s tax identification number is: 13-5613797.

Contact information, by state, of bequest administrators follows:

Western States(AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA) Midwest (IA, IL, IN, KS, MI, MN, MO, NE, ND, SD, WI)
Katy Cheng
Associate Director, Trusts & Estates
American Heart Association
1710 Gilbreth Rd.
Burlingame, CA 94010
Phone: 650.259.6740
Fax: 650.259.6891
Email: katy.cheng@heart.org

 
Shari Layne
Bequest Administrator
AHA National Bequest Center
P.O. Box 22249
St. Petersburg, FL 33742
Phone: 727.563.8038
Fax: 727-563-8001
Email: shari.layne@heart.org
 
Great Rivers (DE, KY, OH, PA, WV)
Mid-Atlantic (DC, MD, NC, SC, VA)
Greater Southeast (AL, FL, GA, LA, MS, PR, TN)
SouthWest (AR, CO, NM, OK, TX, WY)
Brian Fenelon
Bequest Administrator
AHA National Bequest Center
P.O. Box 22249
St. Petersburg, FL 33742
Phone: 727.563.8046
Fax: 727-563-8001
Email: brian.fenelon@heart.org
 
Sarah Rumschlag
Bequest Administrator
AHA National Bequest Center
P.O. Box 22035
St. Petersburg, FL 33742
Phone: 727.563.8055
Fax: 727-563-8001
Email: sarah.rumschlag@heart.org
 
Founders (CT, MA, ME, NH, NJ, NY, RI, VT)  

Liz Tzinberg
Bequest Administrator
AHA – National Bequest Center
P.O. Box 22249
St. Petersburg, FL 33742
Phone: 727-563-8053
Fax: 727-563-8001
Email: liz.tzinberg@heart.org
 

  

If you're unable to reach the designated person above or need additional assistance, please contact Andrew M. Fussner, Vice President of Estate Settlement and supervising attorney for bequest administration staff.
Andrew Fussner
Vice President of Estate Settlement
AHA National Bequest Center
P.O. Box 22035
St. Petersburg, FL 33742
Phone: 800.275.0448 x8050
Fax: 727.563.8001
Email: andrew.fussner@heart.org