Director, Planned Giving, Ocean Conservancy

About Ocean Conservancy
Ocean Conservancy works to protect the ocean from today’s greatest global challenges. Together with our partners, we create science-based solutions for a healthy ocean and the wildlife and communities that depend on it.
 
Position Summary
The Director of Planned Giving is a senior leader in the development department. The Director is responsible for growing Ocean Conservancy’s Planned Giving program – a successful, organizationally-supported fundraising program, with a current realized bequest revenue stream of $3 million annually and a goal of $6 million annually.  The Planned Giving department encompasses a dynamic team of four and enjoys close partnerships across Development, Membership, and Finance.  
 
Key Responsibilities

• Provide overarching strategic direction and vision to the Planned Giving program and is responsible for its long-term health and growth.
• Understand the various competencies needed to manage a sophisticated planned giving program (marketing, compliance, estate administration, donor relations, complex gift solicitation) and utilize existing team, organizational and/or outside experts, partners and vendors, as needed, to leverage these competencies.
• Manage a growing team with experience in estate administration, marketing, donor stewardship, cultivation and solicitation.
• Ensure the ongoing professional development of the team by:
  • Mentoring, supporting, educating, and advocating for team
  • Establishing clear, transparent expectations, and metrics
  • Bringing team together so each member values and supports other members
  • Providing professional growth opportunities for team members
  • Promoting an inclusive work environment for team and modeling inclusive behavior
• Support the importance of data-driven, multichannel direct marketing as a key driver of the planned gifts pipeline.
• Ensure impeccable accountability of the Planned Giving program including upholding technical, legal, and fiduciary integrity.
• Manage a small portfolio of high-level donors and prospects, often in partnership with major gifts team; serves as consultant on complex gift opportunities across the philanthropy department. Cultivate and solicit qualified donors in partnership with other senior staff for transformative giving opportunities.
• Work closely with the Vice President of Resource Development and the Senior Director of Development to develop annual plans and supporting budgets for the long-term success of Ocean Conservancy’s mission and vision.