Ocean Conservancy is committed to fair pay practices and posts expected salary ranges for each of its positions. Compensation will be commensurate with the candidate’s specialty skills, years of experience, location, and unique background. The expected minimum salary for this role is $140,000. We would welcome the opportunity to connect with potential candidates whose salary requirements may be outside of the expected range.
Required Education:
4 Year Degree
Additional Information:
Hybrid/Remote is allowed.
POSITION TITLE: Senior Planned Giving Advisor
DEPARTMENT/PROGRAM: Development
REPORTS TO: Vice President, Major and Planned Giving
STATUS: Regular, Full-Time, Exempt
LOCATION: Remote from CA, DC, FL, MD, TX, VA, WA
ABOUT OCEAN CONSERVANCY
Ocean Conservancy unites science, people and policy to protect our ocean, today and for generations to come.
POSITION SUMMARY
Reporting to the Vice President of Major and Planned Giving, The Senior Planned Giving Advisor serves as the organization’s expert in charitable gift planning, providing strategic counsel, technical expertise and donor engagement strategies that drive significant philanthropic investment. This individual partners closely with frontline gifts officers to identify, cultivate and secure blended gifts that combine current and future commitments, ensuring that donors achieve their philanthropic goals while advancing the mission of the organization.
PRIMARY RESPONSIBILITIES
Serves as the lead planned giving resource for gift officers and senior leaders, providing counsel on complex philanthropic conversations, donor structuring strategies and blended giving opportunities.
Collaborates with gift officers in donor strategy development, including participating in cultivation meetings, donor visits and proposal preparation.
Manages a select portfolio of high-value planned giving prospects and donors where personal leadership is essential.
Travels nationally (up to 30% of the time) for in-person donor and prospect meetings.
Maintains up-to-date expertise in charitable estate planning, deferred gifts and tax law, ensuring the organization’s recommendations reflect current best practices.
Develops tools, templates and resources that equip frontline fundraisers to advance planned and blended gift discussions.
Advises on marketing strategies for planned giving, including donor communications, campaigns, and recognition societies.
Partners with legal, finance and development operations teams to structure, document, and steward complex gifts.
Serves as an ambassador for planned giving within the organization, providing ongoing training, coaching and thought leadership to elevate gift planning across teams.
Demonstrates a deep and abiding adherence to ethical standards in fundraising and donor stewardship
Advances relationships with qualified prospects by positioning themselves as a trusted partner for donors looking to achieve meaningful philanthropic goals.
Creates individual goals and a comprehensive plan for each person in the portfolio; tracks portfolio activity and progress.
Prepares proposals and other supporting materials for donors who have been solicited for or have otherwise expressed an interest in a planned gift.
Demonstrates a commitment to continuous learning and adaptability.
REQUIRED SKILLS/QUALIFICATIONS/EXPERIENCE
Minimum of 10 years of progressive experience in planned giving, major gifts, or related fields, with demonstrated expertise in structuring complex charitable gifts.
Deep knowledge of estate planning, charitable trusts, tax law, and blended gift vehicles, specifically charitable gift annuities.
Proven ability to advise, train and partner with frontline fundraisers in donor-facing situations.
A primary orientation towards long-term relationship-building and donor-centered cultivation strategies.
Strong communication and presentation skills, especially in simplifying complex concepts for donors and colleagues.
Willingness to travel throughout the United States on a frequent basis.
Familiarity with Raiser’s Edge donor management system or similar CRM database preferred.
Strong planning skills and ability to prioritize tasks to achieve goals in a timely manner.
Commitment to the organization’s mission and values, with the ability to communicate vision and impact to donors.
The ocean is at the center of the most important food, energy and resource issues of our time. Ocean Conservancy champions evidence-based solutions to tackle the largest ocean conservation challenges we face and collaborates with partners to strengthen the health of the ocean for future generations. We mobilize citizen advocates to facilitate change, and we are committed to supporting efforts that benefit the people who depend on the ocean for food, jobs and recreation. Ocean Conservancy shapes the political agenda for the ocean, so sound decisions are made that sustain our planet and improve lives.
We offer an excellent benefits package and a competitive salary that is commensurate with experience. We welcome candidates with a dedication to conservation.
Ocean Conservancy staff members are scientists and lawyers, accountants and advocates. But we’re also surfers and divers, fishermen and kayakers. When we’re not in the office working hard to protect the ocean, we’re out enjoying it – from catching the perfect wave to reeling in the perfect catch. Our work allows us to use our individual talents to make a collective impact on the health of the ocean. We all share in the respo...nsibility to find the solutions.
We encourage applicants who have a diverse level and range of relevant skills and experiences to apply. A 100% match is not required.
If you are a person with a disability and need help applying, please contact us at jobs@oceanconservancy.org.
