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 a phenomenal opportunity for an Advisor, Charitable Estate Planning, in our Mission Advancement department. Location preferably based in Southern California. This position can be home-based, but must be located near a major airport. This individual will be responsible for engaging in key activities within a defined regional territory (AK, CA, HI, ID, OR, MT, NV, UT) in support of the national Charitable Estate Planning program. The Association offers many resources to help you maintain work-life harmony as your needs and life situations change. 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 more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs. Responsibilities Responsible for identifying, cultivating, soliciting, and stewarding prospects and donors to designate charitable estate gifts. Responsible for partnering with Mission Advancement staff to ensure full philanthropic opportunities are provided to every association supporter.Initiates communication to all leads received from individuals requesting charitable estate planning information from the American Heart Association in the assigned territoryDevelops a dynamic cultivation plan for nurturing the most promising leads to make the best use of time and effortsProvides 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 givingFosters 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 missionCreates 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 professionalsSupplies 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 in tandem with other association staff as appropriateMakes presentations on gift planning techniques at association board meetings, staff meetings and community eventsWorks 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 necessaryImplements standard procedures for the tracking of charitable estate planning income. Reviews legal documents related to planned gifts as neededWant to help get your resume to the top? Take a look at the experience we require: Qualifications Bachelor’s Degree or equivalent experienceAt least three (3) years of relevant experienceExperience 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 strategiesSuccessful proven record of completing gift agreements (specifically, split-interest gifts) through personal interviews; public speaking skills and communication skillsComprehensive knowledge of deferred gift and estate planning vehiclesThorough knowledge of charitable estate fund raising and demonstrated skills in donor relationship building and stewardship, conducting effective sales/solicitation calls, and effectively closing/sales solicitationsExcellent public speaking and one-on-one communication skillsThorough knowledge of the process of identifying prospects for deferred gift commitments, prospect/donor cultivation processes and charitable gift commitment vehicles is necessaryDemonstrated ability to successfully implement charitable estate planning strategiesAbility to travel 60% of the time, local and overnight stay, working to develop programs in major metropolitan areas within the designated territory assigned. Willingness to work weekends and evenings as necessaryPreferred Experience:Certified Fundraising Executive or other fundraising designation Compensation & Benefits Expected pay range will be $99,935.00 to $142,500.00. Pay is commensurate with experience; geographic differentials to the pay range may apply. American Heart Association reserves the right to pay more or less than the posted range.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 through annual salary planning and incentive programs; eligibility for an incentive program is 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. Heart U 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 Association 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.This position not a match with your skills? Click here to see other opportunities.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 #AHAIND1, #LI-Remote Job SummaryRequisition ID: 2026-18352Job Category: Individual & Institutional GivingPosition Type: Full Time