Development Manager

Manage and maintain the donor database/CRM, ensuring data integrity and accuracy.

Oversee the full gift lifecycle by ensuring all donations and pledges are accurately recorded in the CRM, reconciled with Finance, and followed by timely, personalized acknowledgements, tax receipts and pledge reminders.

Serve as a primary point of contact for donor inquiries related to gifts and pledges.

Track and analyze fundraising performance, including progress to goals, donor trends and reporting deadlines.

Strengthen internal systems, workflows and documentation, including maintaining standard operating procedures.

Draft a range of donor-facing materials, including appeals, proposals and impact reports, by translating programmatic information into clear, compelling narratives tailored to different donor audiences.

Build and maintain a library of templates, success stories and data to support fundraising efforts.

Partner with IT and Marketing & Communications to maintain the development-related website content and align on messaging and campaigns.

Collaborate with Director of Development to manage and execute moves management strategies for mid-level and major donors.

Conduct prospect research and develop briefing materials to support donor engagement and solicitation.

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

Expand and deepen donor relationships by developing and implementing thoughtful engagement and stewardship strategies, including enhanced recognition, tailored benefits, and meaningful opportunities to connect with program staff and leadership.

Support board and development committee engagement and fundraising efforts.

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 TM 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 over 107,000 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.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $75,000.00 to $90,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.