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 seeks a highly motivated team player to serve as Manager, Development, who will partner with the development team to drive fundraising and engagement efforts. The successful candidate will play an essential role in the development, and execution of fundraising campaigns and donor cultivation. Works to build and steward a growing pipeline of individual donors and corporate sponsors; collaborates on regular communications with supporters.

Essential Functions:

• Conducts prospect research for individuals, corporations, and foundations; prepares prospect profiles and cultivation and engagement plans
• Guides new and current donors to the organization through the development and execution of extensive stewardship plans
• Manages development and CRM databases related to Center fundraising including gift processing for contributions
• 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
• Manages communications with and prepares meeting materials for the Campaign Development Committee, as well as responding to committee member requests
• 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
• Creates custom reports to accurately manage gift processing and donor cultivation
• 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
• 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