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 resources to help you maintain work-life harmonization, including access to Heart U, our corporate university, as well as additional training and local support.

#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.

• Engage in key activities within a defined regional territory that includes FL, GA, NC, SC, AL, TN, LA, MS, PR in support of the national Charitable Estate Planning (CEP) program.
• Identify, cultivate, solicit, and steward prospects and donors to designate charitable estate gifts.
• Partner with Mission Advancement and other staff to ensure full philanthropic opportunities are provided to every association supporter.

• Initiate communication to all leads received from individuals requesting CEP information in the assigned territory.
• Develop a dynamic cultivation plan for nurturing the most promising leads to optimize time and effort.
• Provide consultation and information regarding estate and tax planning, estate administration, and charitable giving. Stay up-to-date on tax law changes as they relate to charitable giving.
• Foster 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.

• Create and maintain personalized, detailed prospect plans toward successful solicitation of the territory’s engaged prospects and donors. Maintain information in Salesforce for donors, prospects, volunteers, and estate planning professionals.
• Supply CEP illustrations using Crescendo Interactive software. Review estate plans with prospects to secure gifts and recommend specific estate planning actions; meet with donors’ professional advisory teams as appropriate.
• Make presentations on gift planning techniques at Association board meetings, staff meetings, and community events.
• Coordinate CEP activities with local Association staff and keep appropriate staff and volunteers updated on activities and progress.

• Bachelor’s Degree or equivalent work experience
• At least five (5) years of proven experience
• Experience in planned giving (or individual fundraising), estate planning, understanding of intestacy laws, federal estate tax, federal income tax, state inheritance taxes, and estate planning strategies
• Proven track record of completing gift agreements (specifically, split-interest gifts) through personal interviews, public speaking, and strong communication skills
• Comprehensive knowledge of deferred gift and estate planning vehicles
• Strong donor relationship building and stewardship skills, with ability to conduct effective solicitation and closing
• Excellent public speaking and one-on-one communication skills
• Understanding of prospect identification, cultivation processes, and charitable gift commitment vehicles
• Proven ability to implement charitable estate planning strategies efficiently
• Ability to travel 50% of the time; willingness to work weekends and evenings as needed

• Preferred Experience: Certified Fundraising Executive, Chartered Advisor in Philanthropy or other fundraising designation
• Bi-lingual (Spanish)

The American Heart Association offers a comprehensive rewards package. Details are available in Rewards & Benefits.

• Compensation –…