For Professional Advisors
Gifts Anyone Can Afford
Gifts That Pay You Income
Gifts That Protect Your Assets
- Charitable Bargain Sale
- Charitable Lead Trust
- Retained Life Estate
- Educational Improvement Tax Credit Program
As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their financial advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: HeartMath Institute
Tax I.D. Number: Please Call
DTC Number: Please Call
Incorporated In: Boulder Creek, California