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CFP Board · 9 hours ago

Development Manager

Washington, DC

Full-time

Hybrid

Mid, Senior Level

4+ years exp

CFP Board is the professional body for personal financial planners in the U.S. The Development Manager plays a crucial role in advancing the organization’s fundraising goals by overseeing development operations, managing donor data, and coordinating donor cultivation events to enhance donor engagement.

BankingFinanceFinancial ServicesProfessional Services

Comp. & Benefits

Responsibilities

Ensure every donation or pledge is accurately recorded and processed promptly

Generate timely acknowledgements and receipts to donors, which are essential for maintaining donor satisfaction and compliance with legal and regulatory requirements

Answer and assist all donors and prospects that call seeking to make a gift or with inquiries of an existing pledge

In partnership with Finance, establish and execute processes for invoicing donors and tracking progress on multi-year pledges

Maintain and strengthen relationships with Corporate and individual Donors by successfully utilizing customer relationship management and performing ongoing research on current and potential corporate partners

Track and report on fundraising progress, donor reporting deadlines, donor trends and campaign performance

Run financial action reports

Collaborate with program and communications teams to develop compelling proposals and impact reports for individual and corporate donors and prospects

Work with the Marketing and Communications departments to update the development sections of the organization’s website, create direct response appeals, press releases, communications plans, and social media

Maintain a library of organizational materials, success stories and data to support fundraising communications

Develop understanding of CFP Board strategic goals, program priorities and success measures

Manage systems and software, including our donor database and wealth screening tools to track and cultivate donors and prospects

Plan and execute donor cultivation and stewardship events, including logistics, invitations and follow-up

Support relationship-building efforts with donors through personalized communications and engagement strategies

Work closely with Director of Development to track and execute moves management for major donors, who have the potential to give 5-7 figure gifts

Generate major gift donor proposals by conducting donor research

Qualification

Donor management systemsProposal writingFundraising operationsProject managementInterpersonal skillsAttention to detailEmotional intelligenceCommunication skillsTeam collaboration

Required

Bachelor's degree from an accredited institution, preferably in a related field

A minimum of 4-5 years of experience in nonprofit development, fundraising operations or donor relations

Proficiency with donor management systems (Salesforce experience strongly preferred)

Exceptional writing and editing skills, with experience in proposal and impact report development

High level of professionalism and ability to work well with all levels of internal management, staff and volunteers

Strong donor focus, attention to detail and high-quality work

Passion for the mission of the Center for Financial Planning and the ability to communicate its urgency and impact

Excellent time and project management skills; self-starter able to work independently, accurately and on schedule and serve as an effective member of a team

Tactful exercise of judgment and discretion with sensitive and highly confidential information

Excellent interpersonal skills; high degree of emotional intelligence; demonstrated ability to relate well with individuals, both internally and externally

Entrepreneurially-inclined; resourceful, proactive, and results-driven