The Certified Financial Planner Board of Standards (“CFP Board”) - headquartered in Washington, D.C.-is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP certification.
CFP Board is seeking a Manager, Development who will partner with the development team to drive fundraising and engagement efforts. The incumbent plays an essential role in the strategy, development, and execution of fundraising campaigns and donor cultivation. Works to build and steward a pipeline of supporters for the annual and major gifts revenue streams; collaborates on regular communications with donors.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled and collaborative staff.
Conducts prospect research for individuals, corporations, and foundations; prepares prospect profiles and cultivation and engagement plans
Stewards new and current donors to the organization through the development and execution of extensive stewardship plans
Manages donor communications and engagement activities including but not limited to: stewardship and acknowledgement of gifts, , compilation of donor packets for use by CEO and senior staff, development of annual report content and direct solicitation of event sponsorships and annual-level gifts
Collaborates closely within the Center and with the Marketing and Communications departments to update the development sections of the organization’s website and prepare donor-specific content for online and print publications
Manages development and CRM databases related to Center fundraising including gift processing for contributions not processed through the online donation system
Assures integrity of donor data and records; routinely updates donor lists
Serves as liaison with Finance Department and IT to ensure accuracy of gift/donation records and deposits
Collaborates with Finance to track and file multi-year capital campaign pledge documentation; ensures adherence to established systems/controls
Drafts correspondence, including gift acknowledgments, letters of inquiry, monitors check-list of and drafts interim/final progress reports for funders, and stewardship pieces
Manages special events; executes donor and prospect meetings, including managing logistics, liaising with program staff, and assisting in event follow-up with donors or prospects
Performs other duties as assigned
Bachelors’ degree or equivalent experience in business or communications
Minimum 4 years’ experience in fundraising
Demonstrated ability to manage and drive a portfolio of relationships
Familiarity with individual giving trends and multi-channel fundraising within the nonprofit sector
Ability to research and gather information effectively from a variety of sources
High-level of interpersonal skills demonstrated in interactions with individuals at all levels, inside and outside the organization
Strong organizational and project management skills; adept at working under tight deadlines and managing multiple projects simultaneously
Proficiency with Microsoft Office Suite, web platforms, digital presentation skills, Salesforce and NetFORUM is highly desired
High degree of initiative and ability to take an entrepreneurial approach
Detail-oriented self-starter and strategic thinker with high energy and the ability to work independently, accurately and on schedule
Error-free writer with strong proofreading skills and high attention to detail
Ability to prioritize and manage multiple projects and people simultaneously, and follow through on issues in a timely manner
Ability to exercise good judgment in sharing and communicating information
Able to handle confidential and sensitive information
Ability to work and collaborate as a part of a motivated, driven team
About CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net.