Senior Planned Giving Advisor

Bonsai Leadership Group is honored to partner with Ocean Conservancy in its search for a Senior Planned Giving Advisor.

ABOUT OCEAN CONSERVANCY

For more than 50 years, Ocean Conservancy has delivered effective, evidence-based solutions for the ocean and all who depend on it. Today, Ocean Conservancy continues to unite science, people and policy to protect our ocean from the greatest challenges it faces: climate change, plastic pollution and biodiversity loss. Ocean Conservancy is a 501(C)3 headquartered in Washington, D.C. that inspires a worldwide network of partners, advocates and supporters through its comprehensive and clear-eyed approach to ocean conservation. Together, Ocean Conservancy is securing a healthy ocean and a thriving planet, forever and for everyone. Learn more about Ocean Conservancy at www.oceanconservancy.org.

THE OPPORTUNITY

Reporting to the Vice President of Major and Planned Giving, the Senior Planned Giving Advisor (the Advisor) will serve as the Ocean Conservancy’s lead subject matter expert in charitable gift planning. The person in this role will provide strategic counsel, technical expertise and donor engagement strategies that drive significant philanthropic investment. The Advisor will partner 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.

The Advisor will not have direct reports but will play a highly influential role across the major and planned giving team. They will work closely with gift officers, the Assistant Director of Planned Giving and development operations, finance, legal and program colleagues to advance donor strategies, structure complex gifts and strengthen internal planned giving capacity.

This is a highly collaborative role for a seasoned planned giving professional who enjoys working alongside colleagues, coaching fundraisers, joining complex donor conversations and helping build a more integrated major and planned giving program. The ideal candidate will bring deep technical knowledge, strong donor instincts and a team first approach to growing Ocean Conservancy’s planned giving pipeline and Ocean Legacy Society.

This is an opportunity to help Ocean Conservancy move from a traditional planned giving function to a more integrated, strategic approach.

LEARN MORE

Review the full position description at https://www.bonsaileadershipgroup.com/oc-spga .

Ocean Conservancy offers a comprehensive benefits package to include:

• Health, Dental and Vision Insurance for employees, spouses (both same sex and opposite sex), domestic partner and dependent children (effective day one of employment)
• Short- and Long-Term Disability (free for employee)
• Basic Life Insurance (free for employee)
• Healthcare and/or Dependent Care Reimbursement Account
• Retirement Planning - 100% vested upon hire; can begin contributing at hire. After 1 year, Ocean Conservancy will open a 401(a) account for you and will contribute 6% of your monthly salary whether you participate in the 403(b) or not.
• 15 paid vacation days, 11 holidays, 12 sick days and two personal days