General Function: Under general supervision, develops, executes, and leads a strategic, comprehensive individual giving program to grow major giving, annual appeals, and planned giving.
Essential Functions:
Manages a portfolio of 100 - 125 high-capacity and mid-level donors and prospects
Builds a major gift pipeline for the development and leadership teams and populates portfolios with individuals that have the capacity to increase giving to the Center
Develops and implements appropriate cultivation and moves management strategies for prospects and donors
Contributes to the development of major gift proposals
Creates prospect strategy plans for major gift donors and prospects
Creates basic research profiles and meeting briefs for all prospects as needed
Strengthens engagement with annual donors; ensures proper donor recognition and stewardship
Develops and implements a planned giving strategy aligned with individual giving programs
Collaborates with development team to establish and meet annual goals including, dollars raised, renewal percentages, and donor pipeline development for individual donor portfolio
Supports Campaign Development Committee members to build, manage, and execute donor portfolios
Collaborates with development team to craft, test, and revise messaging that advances the culture of philanthropy within the Center’s donor, volunteer, and certificant base
Performs comprehensive ongoing data analysis and evaluation related to all aspects of the Center’s individual giving programs
Ensures individual giving fundraising activity and interactions are accurately and regularly stored in donor databases, and acknowledgement letters are generated in a timely matter
Collaborates with the marketing and communications teams to develop comprehensive, multi-channel communications plans
Prepares monthly reports on progress toward goals to date
Contributes to special campaigns to meet development goals as appropriate
Performs other duties as assigned
Background/Skills/Abilities Preferred
Bachelor’s degree required. Graduate degree in a related field preferred
Minimum 5 years’ nonprofit major gift, annual giving and resource development experience
Proven track record in initiating, stewarding and moving individual gifts to higher levels of support
Experience managing and being accountable for fundraising targets and donor relationships
Excellent oral and public speaking skills
Demonstrated ability to write and edit persuasive materials including successful appeals, stewardship materials and other collateral across a variety of platforms and constituencies
Prior experience working with and assisting volunteer leaders in development
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
High-level database management and fundraising software experience required; experience with NetForum and Salesforce preferred
An energetic, well-organized, and detailed individual who has a strong record of leadership, teamwork, and success
A strategic thinker with an innovative mindset and strengths in efficiency, timeliness, multi-tasking, and attention to detail.
Commitment to continuous improvement
Travel required
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
To apply, submit your resume and one-page letter summarizing your interest, qualifications, and salary expectations.
Certified Financial Planner Board of Standards, Inc. (“CFP Board”), headquartered in Washington, D.C., is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification so that the public has access to and benefits from competent and ethical financial planning.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
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.
