• Advisor, Charitable Estate Planning

    American Heart AssociationDenver, CO 80238

    Job #1116874363

  • Overview

    Are you ready to join an organization where you can make an extraordinary impact every day?

    Imagine all Americans enjoying ideal cardiovascular health free of heart disease and stroke. At the American Heart Association and American Stroke Association, we get to work toward that goal every day. Is it easy? No. Is it worthwhile? Absolutely.

    This is satisfying and challenging work that makes a real difference in people's lives. We are where you can achieve professional growth with personal fulfillment. We are where you can connect people to making a lifesaving impact. We are where you can partner with individuals, schools, lawmakers, healthcare providers and others to ensure everyone has access to healthier lifestyle choices and proper healthcare. The American Heart Association is where you can make an extraordinary impact.


    The American Heart Association has a great opportunity for an Advisor, Charitable Estate Plann ing supporting the Southwest Region based in Dallas, Houston or Denver! This position can be remote but must be located near a major airport .

    This individual will be responsible for engaging in key activities within a defined regional territory(AR, CO, LA, MS, NM, OK, TX, WY)in support of the national Charitable Estate Planning program. Responsible for identifying, cultivating, soliciting and stewarding prospects and donors to yield charitable estate gifts. Responsible for partnering with Mission Advancement staff to ensure full philanthropic opportunities are provided to every association supporter.

    Essential Job Duties:

    • Initiates communication to all leads received from individuals requesting charitable estate planning 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

    • Attends at least one professional conference annually, budget permitting. Subscribes to and reviews suggested articles and books. Attends local Planned Giving council meetings as appropriate to reaching annual goals and objectives

    • Fosters a culture of stewardship among all 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 Blackbaud CRM (customer relationship database) including those of charitable estate planning donors, prospects, volunteers and estate planning professionals

    • Supplies charitable estate planning 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 as appropriate

    • Makes presentations on gift planning techniques at association board meetings, staff meetings and community events

    • Works with local association staff to coordinate charitable estate planning program activities with other organizational efforts and approaches to identify priority prospects. Keeps appropriate staff and volunteers updated on activities and progress as necessary

    • Implements standard procedures for the tracking of charitable estate planning income. Reviews legal documents related to planned gifts as needed


    Want to help get your resume to the top? Take a look at the experience we require:

    • Bachelor's Degree or equivalent work experience

    • At least five (5) years of relevant experience

    • Experience in planned giving (or individual fundraising), estate planning, working knowledge 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 planned giving fund raising and demonstrated skills in donor relationship building and stewardship, conducting effective sales/solicitation calls and effectively closing/sales solicitations

    • Thorough knowledge of the process of identifying prospects for planned giving, prospect/donor cultivation processes and planned gift vehicles is necessary

    • Demonstrated ability to successfully implement planned giving strategies

    • Ability to travel up to 70% local and overnight stay

    Preferred Experience:

    • Certified Fundraising Executive or equivalent fundraising certificate

    At American Heart Association | American Stroke Association, diversity, inclusion, and equal opportunity applies to both our workforce and the communities we serve as it relates to heart health and stroke prevention.

    Be sure to follow us on Twitter to see what it is like to work for the American Heart Association and why so many people enjoy #TheAHALife

    EOE Minorities/Females/Protected Veterans/Persons with Disabilities

    Location US-TX-Houston

    Posted Date 1 month ago (1/18/2020 4:49 PM)

    Requisition ID 2019-3730

    Job Family Group Direct Sales

    Job Category Fundraising/Sales

    Additional Locations US-TX-Dallas | US-CO-Denver

    Location: Denver, CO