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Individual Giving Officer

CFP Board
Washington D.C.
Based on Experience
Closing date
Nov 30, 2022

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Job Role
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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Job Details

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 portfolios.
  • 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.



Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Find Us
(202) 379-2200
1425 K St NW Suite 800
United States
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