Development Manager, CPA Endowment Fund of Illinois
Illinois CPA Society
June 29, 2018
Full Time - Experienced
Development and Foundation
4 Year Degree
The CPA Endowment Fund, the Illinois CPA Society’s charitable partner, provides life-changing scholarships and training programs to deserving accounting students and CPA candidates. The programs are geared toward attracting a strong, talented, and diverse accounting profession by encouraging students to major in accounting and supporting them on their journey to become CPAs. The 10 endowed named funds and the general unrestricted fund annually award ~$200,000 in support to more than 150 people. There are currently about 1,000 annual donors.
The manager is the primary fundraiser who leads all aspects of the fundraising efforts, which includes a multi-faceted solicitation strategy to attract, cultivate, renew, and upgrade individual donors. The manager is responsible for the Board of Director meetings and activities. The manager also has the unique opportunity to collaborate on the strategy and implementation of the scholarship and training programs supported by the Fund, followed by a warm thank you directly from the people we help.
Duties and Responsibilities:
Manage the Fund’s Board of Directors and four Board committees:
Serve as the primary staff liaison for Board business and general communications
Schedule meetings, track attendance, manage logistics, plan meeting agendas, prepare supporting materials, present during meetings, and write minutes
Manage the committee assignments and the administration of the annual nominating process and new Board member orientation
Lead the strategy and execution of fundraising initiatives:
Increase awareness and number of new donors through enhancing the end of year campaign, membership Dues Renewal campaign, and presence at events
Collaborate with volunteers to develop prospect lists, cultivate, and solicit donations
Support fundraising breakfasts, raffles, and other activities typically led by volunteers
Maintain renewal efforts through enhancing the annual written and verbal campaign
Write timely and engaging Leadership Reports (newsletters) twice a year
Provide support for major gift fundraising solicitations including prospecting, research, material preparation, correspondence, etc.
Administer programs supported by the Fund:
Collaborate with our student engagement team with programs that support high school and college students
Lead scholarship program that supports professionals taking the CPA exam
Manage the volunteer groups who select awardees and program participants
Track data on program recipients and evaluate the outcomes and success
Provide operations/administrative support:
Manage all aspects of the donor database, process donations, pledge tracking, revenue reconciliation, acknowledgement letters, etc.
Write, organize, track, and report results on solicitations
Prepare fundraising and financial reports utilizing Raiser’s Edge and Aptify
Monitor annual budget and monthly financial statements.
Manage content on the Fund’s webpages
Why work for the Illinois CPA Society/CPA Endowment Fund of Illinois?
We offer an excellent benefits package at a reasonable cost, or sometimes free, to all qualified employees. Available options are: health insurance, dental insurance, vision insurance, short and long term disability insurance, life insurance at three times the employees’ yearly compensation, additional options for disability plans, tax-free options for commuting and parking costs, flex spending accounts for medical or dependent care, voluntary life insurance, long term care insurance, and a 401(k) plan with company contribution. Employees enjoy paid vacation, paid sick days, 13 paid holidays, casual dress code, option to work from home one day a week, and half day Fridays during the summer. Our office is located close to Union Station in Chicago. This position will be scheduled to work for 35 hours a week, which is considered full time.
No phone calls please. Recruiters not welcome at this time.
Any combination of education and experience providing the required skills and knowledge for successful performance would be qualifying. Qualifications would be equivalent to:
Bachelor's degree, preferably in marketing, journalism, nonprofit management, communications, public relations, or related field
6+ years of development, membership association, or nonprofit experience
Demonstrated success with developing and executing a fundraising plan with a proven record of achieving the financial goals associated with that plan
Excellent communication skills, both verbal and written, with ability to interact in a professional manner with internal and external audiences
Strong attention to detail, ability to manage multiple tasks and deadlines
Demonstrated administrative, project management, and organizational abilities
Advanced knowledge of Microsoft Office, and association management software, familiarity with Raiser’s Edge and Aptify is a plus
High level of ethics, and integrity with the ability to handle confidential matters
About Illinois CPA Society
The Illinois CPA Society (ICPAS) is a statewide membership organization, with over 23,000 professionals, dedicated to enhancing the value of the CPA profession. Founded in 1903, ICPAS is one of the largest state CPA society in the nation.ICPAS represents Illinois CPAs in public accounting and consulting, corporate accounting and finance, not-for-profit, government and education organizations as well as affiliate member groups for students, educators, international professionals and related non-CPA finance professionals.