2022-042 Planned Giving Officer

Ocean Conservancy - Washington, DC

POSITION TITLE:   Planned Giving Officer

DEPARTMENT/PROGRAM:  Resource Development  

REPORTS TO:     Director, Planned Giving

STATUS:    Regular, Full-Time, Exempt  

LOCATION:    Washington, DC or Remote in AK, CA, FL, GA, MD, ME, MT, NC, OH, OR, TX, VA, WA, WV.



Ocean Conservancy works to protect the ocean from today’s most significant global challenges. Together with our partners, we create evidence-based solutions for a healthy ocean and the wildlife and communities that depend on it.


Reporting to the Director of Planned Giving, this is a key position within the Development Department and plays a primary role in face-to-face donor engagement, solicitation, and stewardship, focusing on high-capacity prospects for deferred and blended gifts.


In partnership with the Director, support planned giving program revenue growth by building strong relationships with donors and team members. This position:

  • Develops and cultivates relationships, solicits and closes gifts, ensures appropriate and timely stewardship, and manages a portfolio of 100-120 individuals with a focus on planned and blended gifts, including bequests, life income gifts, and gifts of non-cash assets.

  • Travels nationally (up to 50% of the time) for in-person donor and prospect meetings.

  • 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.

  • Builds collaborative relationships with gift officers on the Individual Giving team to identify prospects and create holistic cultivation and solicitation plans for major donors that lead to transformational gifts.

  • Becomes a valued partner across philanthropy on blended gift strategies; offers expertise on gifts of complex gifts, and partners in solicitations as necessary.

  • Maintains a working knowledge of relevant tax, probate, trust, and financial/estate planning principles and any relevant tax law updates, and appropriately applies this knowledge to address individual donor needs and goals.

  • Participates in fostering a culture of philanthropy by promoting planned giving throughout the organization.


  • 5+ years experience in a nonprofit, political, or related organization with a successful planned giving or fundraising record.

  • A demonstrated knowledge of planned giving vehicles, including wills, living trusts, beneficiary designations, and charitable gift annuities as well as a fundamental understanding of charitable remainder trusts.

  • A primary orientation towards long-term relationship-building and donor-centered cultivation strategies.

  • Ability to understand and explain details of assets and complex gifts accurately and clearly.

  • Willingness to travel throughout the United States frequently.

  • Ability to communicate confidently and effectively with coworkers, program leaders, donors, and prospects; must have especially strong written, verbal and listening skills.

  • Confident, yet sensitive demeanor with the ability to connect with all constituencies and help them connect with Ocean Conservancy’s mission.

  • 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.

  • Strong moral and ethical character and a commitment to conservation.


Bachelor’s degree or equivalent experience required.


Ocean Conservancy is committed to equity in its pay practices and posts expected hiring ranges for each position. We are targeting a hiring range of min salary of $72,000 to the midpoint of $89,900.00, which will be commensurate with the candidate’s specialty skills, years of experience, location, and unique background. We are open to feedback from the market and would welcome the ability to connect with potential candidates whose salary requirements may be outside of the expected hiring range.


In accordance with the Occupational Safety and Health Administration’s emergency temporary standard for private employers with 100 or more employees, you will be required to provide proof of full vaccination status or submit to regular masking and testing as a condition of employment at Ocean Conservancy’s meetings, gatherings, and offices. You may request accommodation for medical or religious reasons.


Ocean Conservancy is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of race, color, national or ethnic origin, religion, age, sex, handicap, pregnancy, sexual orientation, gender identity, or veteran status. Ocean Conservancy is continually seeking to diversify its staff, particularly to broaden opportunities for individuals from demographic groups that are historically underrepresented in the sciences and in environmental advocacy.


We encourage applicants to apply who have a diverse level and range of relevant skills and experiences. A 100% match is not required. We want to support employee’s career growth and in return our employees help Ocean Conservancy grow into a stronger, more inclusive organization.

Posted On: Wednesday, May 18, 2022

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