American Heart Association - Charitable Estate Planned Giving Director - Pennsylvania

Tami Davenport

American Heart Association

Charitable Estate Planned Giving Director - Pennsylvania

Tracking Code

5019-415

Job Description

Are you ready to join an organization where you can make an extraordinary impact everyday? Imagine all Americans enjoying ideal cardiovascular health free of heart disease and stroke.  At the American Heart Association and American Stroke Association, we get to work toward that goal every day.  Is it easy?  No.  Is it worthwhile?  Absolutely.  This is satisfying and challenging work that makes a real difference in people's lives.  We are where you can achieve professional growth with personal fulfillment.  We are where you can connect people to making a lifesaving impact.  We are where you can partner with individuals, schools, lawmakers, healthcare providers and others to ensure everyone has access to healthier lifestyle choices and proper healthcare.  The American Heart Association is where you can make an extraordinary impact.  The American Heart Association (AHA) has an excellent opportunity for a Charitable Estate Planning Director in our Great Rivers Affiliate Office (potential to work out of your home office in the PA area). This position will design and implement the charitable estate planning program for the national center including formation of an overall strategic plan and its implementation. This includes marketing charitable estate gifts and the identification, cultivation, solicitation and stewardship of prospects, donors and advisors as appropriate. This position will also identify volunteer needs for the program while directing resources to achieve annual objectives and income goals. Follows up on all leads received from individuals requesting charitable estate planning information from the American Heart Association in the assigned territory covering Pennsylvania and West Virginia. Develops a plan for identifying and qualifying the most promising leads in order to make the best use of time and efforts. Upon qualifying, telephones and obtains appointment with the most promising prospects Tracks all prospects and donors and supplies charitable estate planning illustrations using Crescendo software when requested. Supplies information and reviews estate plans with the prospect in hopes of obtaining a gift for the Association. Recommends specific estate planning actions to achieve goals and meets with donors’ estate planner or financial advisor as appropriate Develops an annual charitable estate planning marketing plan to generate leads that also includes a component to evaluate the various marketing techniques. Works with the National Center Charitable Estate Planning Staff to coordinate and implement cultivation and solicitation of Marketing Resources Center prospects Makes presentations on gift planning ideas at affiliate board meetings each year. Trains local staff and volunteers as appropriate on estate planning strategies Establishes and maintains information in Blackbaud (customer relationship database) including those of charitable estate planning donors, prospects, volunteers and estate planning professionals. Conducts necessary follow-up with attorneys and other allied professionals regarding bequests and other charitable estate gifts as appropriate 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. Attends at least one professional conference annually, budget permitting. Subscribes to and reviews suggested articles and books. Attends local Planned Giving council meetings as appropriate to reaching annual goals and objectives Works with affiliate staff to coordinate charitable estate planning program activities with other organizational efforts and approaches to identify priority prospects. Keeps appropriate staff and volunteers updated on activities and progress as necessary Implements standard procedures for the tracking of charitable estate planning income. Reviews legal documents related to planned gifts as needed

Want to help get your resume to the top?   Take a look at the experience we require:

 Required Experience Bachelor’s Degree At least 4 years of experience in planned giving (or individual fundraising), estate planning, working knowledge of intestacy laws, federal estate tax, federal income tax and state inheritance taxes, and estate planning strategies Successful proven record of completing gift agreements through personal interviews; public speaking skills and communication skills Comprehensive knowledge of deferred gift and estate planning vehicles Thorough knowledge of planned giving fund raising and demonstrated skills in donor relationship building and stewardship, conducting effective sales/solicitation calls and effectively closing/sales solicitations Thorough knowledge of the process of identifying prospects for planned giving, prospect/donor cultivation processes and planned gift vehicles is necessary Demonstrated ability to successfully implement planned giving strategies Ability to travel throughout the assigned territory approximately 50% and attend trainings and meetings as necessary. Willingness to work beyond normal business hours as business requires Attracting talented, committed employees means offering a competitive benefits package, ongoing professional development and training, and a diverse and inclusive environment in which to work and grow.  And we do. So, are you ready to work for the largest voluntary health organization dedicated to fighting heart disease, stroke and other cardiovascular diseases?  Click on “New Resume” to submit your online application.  Only those candidates deemed most qualified by the hiring manager will be contacted to interview.  Please note there is no relocation for this role.  You must be based in the PA area. Follow us on Twitter to see what it is like to work for the American Heart Association and why so many people enjoy #TheAHALife Job Location - Pennsylvania, United States

          Position Type - Full-Time/Regular