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American Heart Association · 3 days ago

Sr. Charitable Estate Planning Advisor

Atlanta, GA

Full-time

Hybrid

Senior Level

5+ years exp

The American Heart Association is seeking a Senior Charitable Estate Planning Advisor to join their Mission Advancement department. This role involves engaging with professional estate planning and wealth advisors, as well as current and potential donors, to support charitable gift planning and promote the Association's mission.

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Comp. & Benefits

Responsibilities

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

Responsible for donor cultivation and stewardship, including but not limited to personal visits, calls, written correspondence, and presentations

Responsible for generating new leads and following up on all leads received from individuals in the assigned territory, requesting charitable estate planning information from the Association

Supplies charitable estate planning illustrations using Crescendo Interactive software

Supplies information and reviews estate plans with prospective donors to potentially obtain a gift commitment for the Association. Recommends specific estate gift planning actions in support of donor goals

Qualification

Charitable Estate PlanningFundraising ExperienceRelationship BuildingSales SkillsMS Office ProficiencyTechnical WritingPublic SpeakingBudget ManagementNetworkingInterpersonal SkillsCommunication SkillsTime ManagementTeam CollaborationProblem Solving

Required

Bachelor's Degree or equivalent work experience

At least five (5) years of experience in Charitable Estate Planning or related fundraising experience, with experience and mastery of various giving vehicles and structures used

Demonstrated strategic, leadership, and management capabilities in a comprehensive development environment, high level of motivation and assertiveness

Daily working knowledge of MS Office Products – Word and PowerPoint. Proficiency in virtual communication platforms, including MS Teams and Zoom

Ability to successfully establish and maintain working relationships with internal and external stakeholders

Successful proven record of completing gift agreements through personal interviews

Proven success in engaging with professional estate planning and wealth advisors

Demonstrated skills in relationship building and stewardship, conducting effective sales/solicitation calls, and/or effectively closing/sales solicitations

Ability to manage the appropriate budget for travel and/or marketing expenses

Ability to travel approximately 60 – 75% of the time, working to develop programs in major metropolitan areas within the designated territory or as assigned

Willingness to work evenings and weekends as necessary

Superb interpersonal skills and ability to build productive, beneficial relationships with a broad range of constituencies, excellent interpersonal skills, tact, and diplomacy

Excellent written and verbal communication skills, including the ability to effectively communicate Association priorities to professional advisors, donors, and prospects, make presentations, and represent the Association positively and professionally

Ability to handle multiple tasks, to assess and order priorities, and to track details in a fast-paced environment

Prioritize and balance priorities with professional advisors, donors, and prospects

Ability to meet priority reporting and deadlines on multiple projects

Ability to develop materials, including advisor- and donor-facing presentations, documents, and correspondence; as well as public-facing white papers and articles, in a timely and professional manner

Ability to document plans, progress, and results in the Association's Salesforce Customer Relationship Management system in an accurate and timely manner