Sr. Charitable Estate Planning Advisor

American Heart Association • Full-time • Dallas, Texas • 3m ago

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 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 multiple tasks, to assess and order priorities, and to track details in a fast-paced environment.
Prioritize and balance priorities with professional advisors, donors, and prospects.
Ability to meet priority reporting and deadlines on multiple projects.
Ability to develop materials, including advisor- and donor-facing presentations, documents and correspondence; as well as public-facing white papers and articles, in a timely and professional manner.
Ability to document plans, progress and results in the Association’s Salesforce Customer Relationship Management system in an accurate and timely manner.

- Demonstrated strategic, leadership and management capabilities in a comprehensive development environment, high level of motivation and assertiveness.
- Daily working knowledge of MS Office Products – Word and PowerPoint. Proficiency in virtual communication platforms including MS Teams and Zoom.
- Ability to successfully establish and maintain working relationships with internal and external stakeholders.
- Successful proven record of completing gift agreements through personal interviews.
- Proven success in engaging with professional estate planning and wealth advisors.
- Demonstrated skills in relationship building and stewardship, conducting effective sales/solicitation calls and/or effectively closing/sales solicitations.
- Ability to manage appropriated budget for travel and/or marketing expenses.
- Advanced degree (master’s or higher) or aligned certification, JD, CFP, CAP, CFA highly preferred.
- At least 5 years of experience in Charitable Estate Planning, 10 years of experience preferred.
- Ability to travel approximately 50% of time working to develop programs in major metropolitan areas within designated territory or as assigned. Willingness to work evenings and weekends as necessary.

Compensation & Benefits

The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.

Compensation – Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.
Performance and Recognition – You are rewarded for achieving success by merit increases and incentive programs, based on the type of position.
Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.

The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the AHA will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.

At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities. We're committed to ensuring our workforce, workplace culture and mission have a shared impact across a diverse set of backgrounds.

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In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.

EOE/Protected Veterans/Persons with Disabilities

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