Legacy Toolkit

For Trustees and Advisors

If you are a trustee, financial advisor or attorney assisting a client with naming Ocean Conservancy an estate beneficiary, please use this information to name us:

Legal name: Ocean Conservancy

Address: 1300 19th Street NW, 8th Floor, Washington D.C. 20036

Federal Tax ID number: 23-7245152

Phone Number (for assistance): 800-519-1541

Partner with Us

We hope you will encourage your client to let us know of his or her plans. We would like to say thank you and, with permission, provide appropriate recognition for such generosity. Notifying us of an estate gift helps ensure that we receive the gift intended for us and ensures that the donor’s wishes can be honored.

If you are administering an estate that names Ocean Conservancy as a beneficiary, please provide your contact information (name, address, phone number and email). We will be in touch with you to express our appreciation for the gift, and inquire how and to whom we might acknowledge it.

Please direct all estate gift correspondence to the national office of Ocean Conservancy at this address:

Attn: Office of Planned Giving
1300 19th St. NW
8th Floor
Washington, D.C. 20036

If you have any questions, please contact Rick Wells, Director, Planned Giving, at 800-519-1541 or oceanlegacy@oceanconservancy.org.

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For Trustees and Advisors

Need assistance? We're here to help!

Rick Wells
Jessica Schoenig
Yvonne Lee

Office of Planned Giving

Phone: 800-519-1541

Email Us 

1300 19th Street NW, 8th Floor
Washington, D.C. 20036
Tax ID: 23-7245152

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.