We Are Hiring

Director, Planned Giving

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.

Experience and Qualifications

  • 7+ years of relevant professional experience with at least 3 in a management capacity
  • Demonstrated ability to engage donors across all levels of giving in discussions about their values as well as personal and family financial/philanthropic goals
  • Experience building trust with high net worth individuals and families that have led to meaningful current and deferred gifts
  • Proven ability to solicit and steward donor relationships with current and deferred legacy gifts
  • Ability to inspire through strong and fair leadership
  • Experience partnering across other areas of philanthropy
  • Solid understanding of direct marketing and multichannel marketing principles
  • Experience managing a diverse, successful multi-person team
  • Excellent communication skills
  • Strong moral and ethical character and a commitment to conservation
  • A commitment to support Ocean Conservancy’s Justice, Equity, Diversity and Inclusion values


If you think you have what it takes to join Ocean Conservancy’s team, please apply here.


If you need reasonable accommodation in order to complete the application, interview or some other portion of the selection process, please contact Delmy Lara.

Ocean Conservancy is proud to be an equal opportunity employer.  We celebrate diversity and are committed to creating an inclusive environment for all employees.

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.

Ocean Conservancy is an equal opportunity employer.

  • Washington, D.C.
  • Development
  • Full Time

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