Senior Planned Giving Advisor

Core 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.
• Manages a select portfolio of high-value planned giving prospects and donors where personal leadership is essential, traveling nationally for in-person 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.

This role drives significant philanthropic investment to protect the ocean from climate change, plastic pollution and biodiversity loss by securing planned gifts that advance the organization's mission.

Required skills and qualifications:

• 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 with strong communication and presentation skills.
• Bachelor's degree or equivalent experience required. JD and Chartered Advisor in Philanthropy (CAP) designation preferred.

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. Ocean Conservancy embraces a hybrid work environment, which allows staff the flexibility to work virtually and in-person while building strong connections across the institution.

Ocean Conservancy delivers effective, evidence-based solutions for the ocean and all who depend on it by uniting science, people and policy to protect our ocean from climate change, plastic pollution and biodiversity loss.