Charitable Estate Planning Advisor

Overview

Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.

The American Heart Association has a great opportunity for an Advisor, Charitable Estate Planning, based in the Southeast region, preferably FL, NC, or GA, and near a major airport.

This is a home-based position.

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.

#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on Linked In, Instagram, Facebook, X, and s.

This individual will be responsible for engaging in key activities within a defined regional territory that will include all of ( FL, GA, NC, SC, AL, TN, LA, MS, PR ) in support of the national Charitable Estate Planning (CEP) program. Responsible for identifying, cultivating, soliciting, and stewarding prospects and donors to designate charitable estate gifts. Responsible for partnering with Mission Advancement and other staff to ensure full philanthropic opportunities are provided to every association supporter.

• Initiates communication to all leads received from individuals requesting CEP information from the American Heart Association in the assigned territory
• Develop a dynamic cultivation plan for nurturing the most promising leads to make the best use of time and efforts
• Provides consultation and information regarding estate and tax planning, estate administration, and charitable giving as necessary. Must remain up-to-date on all tax law changes as they relate to charitable giving
• Fosters a culture of stewardship among Paul Dudley White Legacy Circle members, customizing communication and demonstrating the impact of charitable estate gifts on the association’s mission
• Creates and maintains personalized, detailed prospect plans toward the successful solicitation of the territory’s most engaged prospects and donors. Establishes and maintains information in Salesforce (customer relationship database), including that of charitable estate planning donors, prospects, volunteers, and estate planning professionals
• Supplies CEP illustrations using Crescendo Interactive software. Provides information and reviews estate plans with prospects to secure a gift for the Association. Recommends specific estate planning actions to achieve goals and meets with donors’ professional advisory team in tandem with other Association staff as appropriate
• Make presentations on gift planning techniques at Association board meetings, staff meetings, and community events
• Works with local Association staff to coordinate CEP activities with other organizational efforts and approaches to identify priority prospects. Keeps appropriate staff and volunteers updated on activities and progress as necessary

• Bachelor’s Degree or equivalent work experience
• At least five (5) years of proven experience
• Experience in planned giving (or individual fundraising), estate planning, solid understanding of intestacy laws, federal estate tax, federal income tax, state inheritance taxes, and estate planning strategies
• Successful proven record of completing gift agreements (specifically, split-interest gifts) through personal interviews, public speaking skills, and communication skills
• Comprehensive knowledge of deferred gift and estate planning vehicles
• Thorough knowledge of charitable estate fund raising and demonstrated skills in donor relationship building and stewardship, conducting effective…