Estate Settlement After Death

Updated:Aug 4,2016
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 American Heart Association’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)

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.

Midwest (IA, IL, IN, KS, MI, MN, MO, NE, ND, SD, WI)


Shari Layne Bequest Administrator American Heart Association 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)

Lacy Littlejohn Bequest Administrator American Heart Association National Bequest Center P.O. Box 22249 St. Petersburg, FL 33742 Phone: 727.563.8046 Fax: 727-563-8001 Email: lacy.littlejohn@heart.org

Greater Southeast (AL, FL, GA, LA, MS, PR, TN) SouthWest (AR, CO, NM, OK, TX, WY)

Sarah Rumschlag Bequest Administrator American Heart Association 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 American Heart Association 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 American Heart Association 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