Position Overview : The Prospect Researcher is responsible for identifying potential donors to the School, gathering, evaluating, organizing, and maintaining prospect information, and supporting all fundraising information needs. The Prospect Researcher will work closely with the Director of IA and all front-line fundraisers in database and moves management.
Essential Job Functions/Responsibilities :
Identify prospective major ($50,000+) gift donors:
Develop and implement a pro-active prospect identification plan that corresponds to the School’s fundraising priorities.
Develop and oversee the implementation of research policies, procedures, and standards.
Participate in appropriate professional organizations and conferences as part of overall professional development; stay abreast of current trends and research and management techniques.
Proactively seek new major gift and high-level annual gift prospects through data mining techniques, push technology and demographic searches.
Partner with the Director of Information Management and the Director of IA for a periodic electronic screening of database; select vendor, determine screening population, interpret and process results.
Keep fundraisers informed and alerted regarding the gift capacity and giving interests of the best prospects in their portfolio.
Work with the Director of IA to identify the best prospective trustees and support the information needs of the Trustee Governance committee in new trustee recruitment.
Work with Institutional Advancement staff to identify candidates for alumni awards.
Manage major gift prospect tracking and management systems and processes:
Manage and provide leadership for the maintenance and continuous improvement of the prospect tracking system as it pertains to capital, top annual, and planned giving prospects.
Train fundraising staff in prospect tracking and management processes and procedures.
Assist the Director of IA in setting prospect meeting agendas.
Provide appropriate supporting materials for major gift prospect management needs.
Collaborate with other staff to develop and provide reports to facilitate the cultivation, solicitation, and stewardship of major gift prospects.
Suggest cultivation and solicitation strategies.
Develop and oversee the preparation of all donor profiles, reports, and background information to support capital, planned, and major annual fund gift activities:
Prepare the Head of School, Director of IA, and Advancement staff for visits with individual donors.
Prepare concise written reports, which may include biographical information, financial assets, potential for philanthropic support, areas of interest, and affiliations.
Provide IA staff with information to facilitate their prospect discovery activities.
Respond to requests for information in a timely manner.
Safeguard the confidentiality of donor information at all times, upholding department policies and adhering to the ethical and confidentiality guidelines of the Association of Professional Researchers for Advancement (APRA).
Bachelor’s degree required, preferably in the liberal arts or library science.
Three to five years of prospect research experience required unless transferable skills are sufficiently strong to warrant special consideration.
Proficiency in conducting donor research, with strength in assessing wealth and giving capacity.
Strong computer skills, including MS Office tools, particularly Excel and Word, and familiarity with the internet and online search systems such as Lexis/Nexis and database systems such as Raiser’s Edge.
Strong interpersonal skills with a demonstrated ability to work collaboratively with all Institutional Advancement staff.
Excellent writing skills and ability to write concise research documents with attention to detail, accuracy, and appropriate thoroughness.
Ability to manage concurrent projects, set priorities, and follow through on both long-term and short-term projects, and meet deadlines.
Knowledge of prospect management best practices and procedures, such as maintaining confidentiality and displaying independent judgment and initiative.
Ability to work under pressure, respond to last-minute requests and display a willingness to acquire new skills and take on new projects.
Capital campaign experience.
Experience with data mining and statistical modeling.
Keyword: Prospect, Research
From: The Blake School
The Blake School - 21 months ago