Charitable Estate Planning Advisor

American Heart Association • Full-time • Boca Raton, Florida • 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 a great opportunity for an Advisor, Charitable Estate Planning based in Florida.

This is a home-based position but must be based in Florida and located near a major airport.

This individual will be responsible for engaging in key activities within a defined regional territory (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.

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

Initiates communication to all leads received from individuals requesting CEP information from the American Heart Association in the assigned territory
Develops 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 Society 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 those of charitable estate planning donors, prospects, volunteers and estate planning professionals
Supplies CEP illustrations using Crescendo Interactive software. Supplies information and reviews estate plans with prospects in hopes of obtaining a gift for the association. Recommends specific estate planning actions to achieve goals and meets with donors’ estate planner or financial advisor in tandem with other association staff as appropriate
Makes 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

Qualifications

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 and 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 sales/solicitation calls and effectively closing/sales solicitations
Excellent public speaking and one-on-one communication skills
Thorough knowledge of the process of identifying prospects for deferred gift commitments, prospect/donor cultivation processes and charitable gift commitment vehicles is necessary
Proven ability to efficiently implement charitable estate planning strategies
Ability to travel 50% of the time working to develop programs in major metropolitan areas within designated territory assigned. Willingness to work weekends and evenings as necessary

Preferred Experience:

Certified Fundraising Executive or other fundraising designation
Bilingual (Spanish)

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, 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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