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Job Information

American Heart Association Charitable Estate Planning Advisor in Irvine, California


Now is the time to join us and make a difference. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career.

The American Heart Association has a phenomenal opportunity for an Advisor, Charitable Estate Planning based in California.

This position can be home based but must be located near a major airport. This individual will be responsible for engaging in key activities within a defined regional territory (CA, HI, NV, OR, AK) in support of the national Charitable Estate Planning program.

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 and 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, Twitter, and at


Responsible for identifying, cultivating, soliciting, and stewarding prospects and donors to designate charitable estate gifts. Responsible for partnering with Mission Advancement staff to ensure full philanthropic opportunities are provided to every association supporter.

  • Initiates communication to all leads received from individuals requesting charitable estate planning information from the American Heart Association in the assigned territory

  • Develops 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 Society 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 those of charitable estate planning donors, prospects, volunteers and estate planning professionals

  • Supplies charitable estate planning illustrations using Crescendo Interactive software. Supplies information and reviews estate plans with prospects 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 in tandem with other association staff as appropriate

  • Makes presentations on gift planning techniques at association board meetings, staff meetings and community events

  • Works with local association 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:


  • Bachelor’s Degree

  • At least five (5) years of relevant experience

  • 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 (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

  • Demonstrated ability to successfully implement charitable estate planning strategies

  • Ability to travel 50% of the time working to develop programs in major metropolitan areas within designated territory assigned. Willingness to work weekends and evenings as necessary

Preferred Experience:

  • Certified Fundraising Executive or other fundraising designation

Compensation & Benefits

Expected pay range will be $79,500.00 to $120,000.00. Pay is commensurate with experience; geographic differentials to the pay range may apply. American Heart Association reserves the right to pay more or less than the posted range.

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

  • Compensation – Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed

  • Performance and Recognition – You are rewarded for achieving success by merit increases and incentive programs, based on the type of position

  • Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.

  • Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule

  • Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year

  • Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization

The American Heart Association’s 2024 Goal: Every person deserves the opportunity for a full, healthy life. As champions for health equity, by 2024, the American Heart Association will advance cardiovascular health for all, including identifying and removing barriers to health care access and quality.

At American Heart Association | American Stroke Association, diversity, inclusion, and equal opportunity applies to both our workforce and the communities we serve as it relates to heart health and stroke prevention.

This position not a match with your skills? Click here to see other opportunities.

EOE/Protected Veterans/Persons with Disabilities

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Location US-CA-Irvine

Posted Date 1 month ago (4/25/2023 1:52 PM)

Requisition ID 2023-10392

Job Category Individual & Institutional Giving

Additional Locations US-CA-Santa Barbara | US-CA-La Jolla

Position Type Full Time

Location: CA-Irvine