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!

This individual can be home-based within our Southeast territory, with proximity to an international airport and with a preference for FL, Atlanta, GA, and Charlotte, NC.

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 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 Linked In, Instagram, Facebook, X, and s.

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, and with staff members, to provide technical assistance.

Success in the Sr. Charitable Estate Planning Advisor role requires 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, alongside technical expertise to facilitate giving to the Association using a variety of gift vehicles.

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, both virtually and in‑person, traveling as needed for visits and making presentations to donors and small groups to support 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.
• 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.
• Responsible for writing one technical article a month on a technical topic that will be featured in both internal and external publications.
• Responsible for recruiting speakers and topics for internal webinars (donor and advisor facing) and serving as host for these presentations.
• Work closely and collaborate with the broader MA team and markets to develop blended gift proposals and asks and increase noncash assets.
• Responsible for attending conferences – both nationally and regionally to promote PAN and build relationships and partnerships.

Respons…