As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Association, your contribution matters, and so does your career.
The American Heart Association has an excellent opportunity for a Senior Charitable Estate Planning Advisor in our Mission Advancement department based in Dallas, TX!
This position can be home-based within Dallas, TX
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.
#TheAHALife is our company culture, our way of life, reflecting our diversity, equity & inclusion, our focus on work-life harmonization and our Guiding Values. Discover why you will Be Seen. Be Heard. Be Valued™ at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X (formerly Twitter), and at heart.jobs.
This senior level fundraising position engages with professional estate planning and wealth advisors as well as current and potential individual donors in support of charitable gift planning.
The Senior Advisor ensures a mastery of the American Heart Association mission, gift options, and latest initiatives and programs, to inspire and engage donors and professional advisors on the many opportunities to financially support the Association.
The Senior Advisor encourages participation, builds strategic relationships, and consults with members of the American Heart Association’s growing Professional Advisor Network, which includes estate planning attorneys, financial planners and other planning professionals involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, virtually and in-person, traveling as appropriate and needed for visits and making presentations to donors and small groups in support of building future interest in planned giving to the American Heart Association.
In addition, the Senior Advisor serves as a subject matter expert on charitable estate giving opportunities, increasing awareness among volunteers and staff and working with regional and national staff to coordinate charitable estate gift planning program activities with other organizational efforts.
Responsibilities related to Professional Advisors:
Responsibilities related to Donors & Prospective Donors:
Key Competencies and Experience Requirements
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the AHA will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities. We're committed to ensuring our workforce, workplace culture and mission have a shared impact across a diverse set of backgrounds.
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In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
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