American Heart Association · 17 hours ago
Charitable Estate Planning Advisor
Orlando, FL
Full-time
Onsite
Senior Level
5+ years expThe American Heart Association is a leading organization in cardiovascular health, seeking a Charitable Estate Planning Advisor to support their national program. This role involves engaging with prospects and donors to cultivate charitable estate gifts and collaborating with staff to maximize philanthropic opportunities.
AssociationFitnessHealth CaremHealthPersonal Health
Responsibilities
Initiates communication to all leads received from individuals requesting CEP information from the American Heart Association in the assigned territory
Develop 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
Fosters a culture of stewardship among Paul Dudley White Legacy Circle 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 Salesforce (customer relationship database), including that of charitable estate planning donors, prospects, volunteers, and estate planning professionals
Supplies CEP illustrations using Crescendo Interactive software. Provides information and reviews estate plans with prospects to secure a gift for the Association. Recommends specific estate planning actions to achieve goals and meets with donors’ professional advisory team in tandem with other Association staff as appropriate
Make presentations on gift planning techniques at Association board meetings, staff meetings, and community events
Works with local Association staff to coordinate CEP activities with other organizational efforts and approaches to identify priority prospects. Keeps appropriate staff and volunteers updated on activities and progress as necessary
Qualification
Required
Bachelor's Degree or equivalent work experience
At least five (5) years of proven experience
Experience in planned giving (or individual fundraising), estate planning, solid understanding of intestacy laws, federal estate tax, federal income tax, 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 charitable estate fund raising and demonstrated skills in donor relationship building and stewardship, conducting effective sales/solicitation calls, and effectively closing/sales solicitations
Excellent public speaking and one-on-one communication skills
Thorough knowledge of the process of identifying prospects for deferred gift commitments, prospect/donor cultivation processes, and charitable gift commitment vehicles is necessary
Proven ability to efficiently implement charitable estate planning strategies
Ability to travel 50% of the time, working to develop programs in major metropolitan areas within the designated territory assigned. Willingness to work weekends and evenings as necessary
Preferred
Certified Fundraising Executive, Chartered Advisor in Philanthropy or other fundraising designation
Bilingual (Spanish)
Benefits
Medical
Dental
Vision
Disability
Life insurance
Robust retirement program that includes an employer match and automatic contribution
Employee assistance program
Employee wellness program
Telemedicine
Medical consultation
Paid Time Off (PTO) at a minimum of 16 days per year for new employees
12 paid holidays off each year
Tuition Assistance
Company
American Heart Association
The American Heart Association is the nation’s oldest and largest voluntary health organization.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$4.62MKey Investors
Stupski FoundationAmeriCorps Public AlliesCity Furniture
2025-08-14Grant· $0.1M
2024-07-09Grant· $2.7M
2024-06-06Grant· $0.69M
Leadership Team
Jennifer Hall
Chief, Data Science and Analytics
Lynne Braggs
National, Sr. Director Digital Content Production, Creative (Marketing)
Recent News
Central New York Business Journal
2026-01-16
2025-12-24
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