Development Manager

Development Manager

The Development Manager plays an important role advancing the organization's fundraising goals by overseeing development operations, managing donor data, supporting proposal and impact statement writing and coordinating donor cultivation events. This position focuses on creating, maintaining and optimizing fundraising operations that enable CFP Board to grow corporate and individual giving and that deepen donor engagement. Reporting to the Director of Development, the role will manage gift processing and oversight, donor prospect research, prepare gift solicitation proposals and donor impact reports. The Development Manager will be responsible for the accuracy and timely handling of all gift information in support of CFP Board's program strategies and initiatives. This role includes both back-end systems and donor interaction.

Key Responsibilities :

Development Operations :

• 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.

Proposal and Impact Statement Support :

Donor Cultivation and Stewardship :

Background / Skills / Abilities Preferred :

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public's benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER certification widely recognized by the public, advisors and firms as the standard for financial planners so that the public has access to the benefits of competent and ethical financial planning. CFP certification is held by more than 106,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession's body of knowledge.

This position works on programs which are part of the 501 (c)(3).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.