Sr. Charitable Estate Planning Advisor

Overview

As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Association, your contribution matters, and so does your career.

 

The American Heart Association has an excellent opportunity for a Senior Charitable Estate Planning Advisor in our Mission Advancement department based in Dallas, TX!

 

This position can be home-based within Dallas, TX

 

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 our company culture, our way of life, reflecting our diversity, equity & inclusion, our focus on work-life harmonization and our Guiding Values. Discover why you will Be Seen. Be Heard. Be Valued™ at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X (formerly Twitter), and at heart.jobs.

Responsibilities

This senior level fundraising position engages with professional estate planning and wealth advisors as well as current and potential individual donors in support of charitable gift planning.

 

The Senior Advisor ensures a mastery of the American Heart Association mission, gift options, and latest initiatives and programs, to inspire and engage donors and professional advisors on the many opportunities to financially support the Association.

 

The Senior Advisor encourages participation, builds strategic relationships, and consults with members of the American Heart Association’s growing Professional Advisor Network, which includes estate planning attorneys, financial planners and other planning professionals involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, virtually and in-person, traveling as appropriate and needed for visits and making presentations to donors and small groups in support of building future interest in planned giving to the American Heart Association.    

 

In addition, the Senior Advisor serves as a subject matter expert on charitable estate giving opportunities, increasing awareness among volunteers and staff and working with regional and national staff to coordinate charitable estate gift planning program activities with other organizational efforts.

 

Responsibilities related to Professional Advisors:

• Develops and implements a strategic action plan to identify, qualify, and build high-engagement relationships with professional advisors, developing the American Heart Association Professional Advisor Network within a defined geographic territory (WY, CO, NM, OK, TX, AR).
• Leverages many marketing and communications resources, events and tools available including special events, direct mail, newsletters, websites, email communications, social media messages, etc. with the purpose of generating quality interaction with professionals and their clients.
• Provides consultation as needed for technical solicitations and creation of formal proposals involving estate planning advisors and other projects as requested.

 

Qualifications

Responsibilities related to Donors & Prospective Donors:

• Responsible for donor cultivation and stewardship including but not limited to personal visits, calls, written correspondence, and presentations.
• Follows up on all leads received from individuals in the assigned territory covering WY, CO, NM, OK, TX, and AR requesting charitable estate planning information from the American Heart Association.
• Supplies charitable estate planning illustrations using Crescendo Interactive software.
• Supplies information and reviews estate plans with prospective donors to potentially obtain a gift commitment for the Association. Recommends specific estate gift planning actions in support of donor goals.

 Key Competencies and Experience Requirements

• Superb interpersonal skills and ability to build productive, beneficial relationships with a broad range of constituencies, excellent interpersonal skills, tact, and diplomacy.
• Excellent written and verbal communications skills, including ability to effectively communicate Association priorities to professional advisors, donors, and prospects, make presentations, and to represent the Association positively and professionally.
• Ability to handle mu