Advisor, Charitable Estate Planning

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Position Title: Advisor, Charitable Estate Planning
Location: Orlando
Country: United States
Deadline Date: No specific deadline indicated, apply timely to not miss an opportunity.

Job Details

Job Posting Organization:
The American Heart Association (AHA) is a leading organization dedicated to fighting heart disease and stroke, with a mission to be a relentless force for a world of longer, healthier lives. Established in 1924, the AHA has grown to become a prominent health organization with a presence in all 50 states and numerous countries worldwide. The organization employs thousands of individuals and engages millions of volunteers, all working towards improving cardiovascular health and reducing health disparities. The AHA is committed to health equity and aims to advance cardiovascular health for all by 2024, ensuring that everyone has access to quality healthcare and resources.

Job Overview:
The Advisor, Charitable Estate Planning position is a pivotal role within the American Heart Association, focusing on engaging with prospects and donors to secure charitable estate gifts. This home-based position requires the individual to be located in Florida, preferably near a major airport, and will involve working within a defined regional territory that includes states such as Florida, Georgia, North Carolina, South Carolina, Alabama, Tennessee, Louisiana, Mississippi, and Puerto Rico. The advisor will be responsible for identifying, cultivating, soliciting, and stewarding relationships with potential donors, ensuring that they are informed about the philanthropic opportunities available through the AHA. The role emphasizes the importance of maintaining a culture of stewardship and providing comprehensive consultation regarding estate and tax planning, as well as charitable giving strategies. The advisor will also collaborate with other staff members to enhance the overall philanthropic efforts of the organization, ensuring that all supporters are aware of the various ways they can contribute to the AHA's mission.

Duties and Responsibilities:
The primary duties and responsibilities of the Advisor, Charitable Estate Planning include: initiating communication with leads requesting information about charitable estate planning; developing and implementing a dynamic cultivation plan for promising leads; providing consultation on estate and tax planning, as well as charitable giving; fostering stewardship among members of the Paul Dudley White Legacy Society; creating and maintaining detailed prospect plans for successful solicitations; utilizing Salesforce to manage donor and prospect information; supplying CEP illustrations and reviewing estate plans with prospects; making presentations on gift planning techniques at various meetings and events; coordinating CEP activities with local association staff; and keeping relevant staff and volunteers updated on progress and activities.

Required Qualifications:
Candidates for this position must possess a Bachelor’s Degree or equivalent work experience, along with at least five years of proven experience in planned giving or individual fundraising. A solid understanding of estate planning, intestacy laws, federal estate tax, federal income tax, and state inheritance taxes is essential. The ideal candidate will have a successful track record of completing gift agreements, particularly split-interest gifts, and will demonstrate strong public speaking and communication skills. Comprehensive knowledge of deferred gift and estate planning vehicles, as well as the ability to build and maintain donor relationships, is crucial. Candidates should also have experience in identifying prospects for deferred gift commitments and implementing charitable estate planning strategies effectively.

Educational Background:
A Bachelor’s Degree is required for this position, although equivalent work experience may be considered. The educational background should ideally include coursework or training related to estate planning, tax law, or fundraising, which would provide the necessary foundation for understanding the complexities of charitable estate planning.

Experience:
The position requires a minimum of five years of relevant experience in planned giving, individual fundraising, or estate planning. Candidates should have a proven record of success in completing gift agreements and a strong understanding of the legal and financial aspects of charitable giving. Experience in public speaking and donor relationship management is also essential, as the advisor will be expected to engage with prospects and present information effectively.

Languages:
While English is mandatory, being bilingual in Spanish is preferred and would be considered an asset for this position, allowing for better communication with a diverse range of donors and prospects.

Additional Notes:
This is a full-time position that requires the advisor to travel approximately 50% of the time within the designated territory. The American Heart Association offers a competitive compensation package, including a base salary, performance recognition, and a comprehensive benefits program that includes medical, dental, vision, and retirement plans. Employees also benefit from professional development opportunities, work-life harmonization policies, and tuition assistance for further education. The AHA is committed to diversity, equity, and inclusion, ensuring that all employees feel valued and supported in their roles.