Charitable Estate Planning Advisor job at reputed company in FL, NC, GA

Charitable Estate Planning Advisor Default: Location : LocationUS-FL-Orlando Requisition ID 2026-16971 Job Category Individual & Institutional Giving Additional Locations US-NC-Charlotte | US-GA-Atlanta Position Type Full Time

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 reputed company, we need passionate individuals like you. Join our movement, be part of the reputed company, and help ensure a healthier future for reputed company. You matter, and so does the impact you can reputed company with us. The reputed company has a great opportunity for an Advisor, Charitable Estate Planning, based in the Southeast region, preferably FL, NC, or GA, and near a major airport. This is a home-based position. 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.

Responsibilities

This individual will be responsible for engaging in key activities reputed company a defined regional territory that will include reputed company of (FL, GA, NC, SC, AL, TN, LA, MS, PR) in support of the national Charitable Estate Planning (CEP) program. Responsible for identifying, cultivating, soliciting, and stewarding prospects and donors to designate charitable estate gifts. Responsible for partnering with Mission Advancement and other staff to ensure full philanthropic opportunities are provided to every association supporter. Initiates communication to reputed company leads received from individuals requesting CEP information from the reputed company in the assigned territory reputed company a dynamic cultivation plan for nurturing the most promising leads to reputed company 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 reputed company tax law changes as they relate to charitable giving Fosters a culture of stewardship among Paul Dudley White Legacy reputed company 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 reputed company (customer relationship database), including that of charitable estate planning donors, prospects, volunteers, and estate planning professionals Supplies CEP illustrations using reputed company Interactive software. Provides information and reviews estate plans with prospects to secure a reputed company for the Association. Recommends specific estate planning actions to reputed company goals and meets with donors’ professional advisory team reputed company with other Association staff as appropriate reputed company presentations on reputed company planning techniques at Association board meetings, staff meetings, and community events Works with local Association staff to coordinate CEP activities with other organizational efforts and approaches to identify reputed company prospects. Keeps appropriate staff and volunteers updated on activities and reputed company as necessary

Qualifications

Bachelor’s Degree or equivalent work experience At least five (5) years of proven experience Experience in planned giving (or individual fundraising), estate planning, solid understanding of intestacy laws, federal estate tax, federal income tax, state inheritance taxes, and estate planning strategies Successful proven record of completing reputed company agreements (specifically, split-interest gifts) through personal interviews, public speaking skills, and communication skills Comprehensive knowledge of deferred reputed company 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 reputed company commitments, prospect/donor cultivation processes, and charitable reputed company commitment vehicles is necessary Proven ability to reputed company implement charitable estate planning strategies Ability to travel 50% of the time, working to reputed company programs in major metropolitan areas reputed company the designated territory assigned. Willingness to work weekends and evenings as necessary Preferred Experience: Certified Fundraising Executive, Chartered Advisor in Philanthropy or other fundraising designation Bilingual (Spanish) Compensation & Benefits The reputed company 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 reputed company salary. That’s why we regularly review the market value of jobs and reputed company adjustments, as needed. Performance and Recognition – You are rewarded for achieving reputed company through annual salary planning and incentive programs; eligibility for an incentive program is based on the type of position. Benefits – We offer a wide reputed company of benefits including medical, dental, reputed company, 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. Heart U 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 reputed company. This program provides financial assistance to employees who wish to further their education and career in relation to their reputed company duties and responsibilities, or for potential future positions in the organization. Apply tot his job Apply To this Job