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Estate and Legacy Giving

Advisor Resources

Talk to Us

  • oceanlegacy@oceanconservancy.org
  • Call 800-519-1541

If you are advising a client who is considering a planned gift or bequest to Ocean Conservancy, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Legal Name

All charitable gifts should be directed to “Ocean Conservancy, Inc., 1300 19th Street NW, 8th Floor, Washington, D.C. 20036, a District of Columbia 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 23-7245152.”

Tax I.D. Number

Ocean Conservancy, Inc.'s Tax ID number is 23-7245152.

Estate Administration

All correspondences related to a deceased donor's estate should be directed to Yvonne Lee by 202-351-0495 or email ylee@oceanconservancy.org.

Consistent with safeguarding its own interests, Ocean Conservancy tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

If one of your clients arranges an estate gift for the benefit of Ocean Conservancy, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

  • Learn more about Ocean Legacy Society.
  • To notify Ocean Conservancy that an estate gift has been arranged for its benefit, please fill out our online form or print and mail this form to:
    Ocean Conservancy
    Attn: Office of Planned Giving 
    1300 19th Street NW, 8th Floor 
    Washington, DC 20036
      

Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

  • Contact us to discuss a potential—or hypothetical—gift situation or to request a gift illustration.
  • Give our online calculator a try. 

Thank you for the work you do on behalf of our donors!