The Planned Giving Officer increases Ocean Conservancy’s capacity to qualify, cultivate, steward, and solicit planned giving donors and prospects. This will be accomplished through interactive and highly personalized relationship building. Face-to-face visits, phone conversations, and individualized correspondence will be the foundation for growing these meaningful connections. The impact of this work will result in significant growth of planned gift commitments that will help protect the ocean now and for future generations.
- Grows our Ocean Legacy Society – Qualifies, cultivates, stewards, and solicits legacy donors and prospects with a goal to deepen their relationships with us and inspire them to invest in our work.
- Manages a portfolio of approximately 200 legacy donors and prospects – Through visits, calls and personalized correspondence, builds and manages a revolving portfolio of current and prospective legacy donors who have or will complete an investment in Ocean Conservancy.
- Empowers and facilitates dynamic and strategic cross pollination – You will be an integral member of Development’s Individual Philanthropy Group – a team committed to ensuring that every donor group receives the best possible experience.
- Adheres to the “Best Practices” of fund raising – Exhibits a commitment to donor-centric communications and treats donors and all supporters of Ocean Conservancy with professionalism and respect.
- Honors established Policies and Procedures – The Individual Philanthropy Group relies on excellent metrics to inform our strategies across Development.
- Embraces a mission-driven, cohesive and supportive attitude within the organization.
- Performs other duties as directed.
- Two or more years of proven experience in relationship building and closing basic outright and planned gifts with a wide variety of donors is preferred. Related experience will be considered.
- Working knowledge of planned giving and its complexities is required. Experience must include conversing with donors about basic planned gifts such as bequest options, charitable gift annuities, and beneficiary designations.
- Demonstrated ability to use research and data to analyze and prioritize your portfolio and visit strategies.
- Must have superior verbal and written communication skills; be positive and engaging; capable of handling numerous tasks at once and still meet deadlines.
- Working knowledge of Microsoft Outlook, Excel, and Word.
- Experience with Raiser’s Edge is a plus.
- Must be willing to travel extensively, as much as 50% of the time, within the United States.
- A connection to marine conservation is a plus.
A Bachelor’s Degree is required.
Apply for this position:
If you are detail-oriented, self-motivated, want to make a difference in the world and thrive in a fast-paced team environment, we’d love to hear from you. Please send a cover letter speaking to your qualifications and abilities, along with your resume to email@example.com and note “Planned Giving Officer” in the subject line.
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.