Sr. 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 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 the DFW Metroplex.

 

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 commitment to fostering an inclusive environment, 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, to support charitable gift planning.

 

This individual ensures mastery of the American Heart Association's 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.

 

This individual 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 Association's 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
• Responsible for generating new leads and following 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 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 the ability to effectively communicate Association priorities to professional advisors, donors, and prospects, make presentations, and rep