Overview
Sr. Planned Giving Officer Jobs in Dallas, Texas, USA at American Heart Association
Overview
Since our founding in 1924, we’ve cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association has an excellent opportunity for aSenior Charitable Estate Planning Advisorin our MissionAdvancementdepartment 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 ourcompany culture, our way of life, reflecting ourdiversity, 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 Linked In, Instagram, Facebook, X (formerly Twitter), and s.
Responsibilities
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:
Develops and implements a strategic action plan to identify, qualify, and build high-engagement relationships with professional advisors, developing the American Heart Association Professional Advisor Network within a defined geographic territory (WY, CO, NM, OK, TX, AR).
Leverages many marketing and communications resources, events and tools available including special events, direct mail, newsletters, websites, email communications, social media messages, etc. with thepurposeof 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.
Responsibilities related to Donors & Prospective Donors:
Responsible for donor cultivation and stewardship …
Title: Sr. Planned Giving Officer
Company: American Heart Association
Location: Dallas, Texas, USA
Category: Non-Profit & Social Impact
