Charitable Estate Planning Advisor
Benefits
3w PTO
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Responsibilities:
- Engage in key activities within the territory (AK, CA, HI, ID, OR, MT, NV, UT) to support the national Charitable Estate Planning program.
- Provide consultation on estate and tax planning, charitable giving, and estate administration.
- Foster stewardship among Legacy Society members and recommend estate planning actions.
Qualifications:
- Bachelor's degree or equivalent with at least three years of relevant planned giving, fundraising, or estate planning experience.
- Comprehensive knowledge of deferred gift vehicles, tax laws, and donor cultivation.
- Excellent public speaking and one-on-one communication skills.
Compensation & Benefits:
- Competitive base salary range with performance-based incentive opportunities.
- Robust benefits package including medical, dental, vision, disability, life insurance, retirement, PTO, and tuition assistance.
Culture:
- We are guided by core values and a commitment to work-life harmonization.
- Access to Heart U, employee resource groups, and professional development programs.
American Heart Association
The American Heart Association is a nonprofit fighting cardiovascular disease and stroke, with a mission of longer, healthier lives. We foster a culture of work-life harmonization, supported by Heart U and extensive employee resources.