Reporting to the Assistant Vice President for Development ( AVP ), the Director of Prospect Research and Management will be an integral member of the Development team and will play an important role in campaign planning activities. The Director of Prospect Research & Management will implement and manage the prospect research and management program and will leverage innovative analytics to maximize the potential of Western University of Health Sciences (WesternU), California and Oregon Campuses, overall prospect pipeline to ensure the success of all fundraising efforts. Using best practices, the Director will develop, implement, and streamline processes relating to prospect research, portfolio development and management, and fundraiser performance metrics. The Director will lead, develop, and manage the Prospect Research Associate.
Knowledge, Skills and Abilities
Individuals must possess the knowledge, as well as the following skills and abilities or be able to explain and demonstrate the ability to perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities.
1. An understanding of the donor cultivation cycle and the critical role of prospect research at each stage.
2. Demonstrated success in developing sophisticated prospect research and analysis to advance an institution’s fundraising success.
3. Must possess the ability to assess the value of and synthesize large volumes of information into coherent well-written documents, and work with changing priorities and multiple projects.
4. Demonstrated ability to work in a high pressure, fast-paced environment with a variety of competencies including: investigative and problem-solving skills, analytical thinking, oral and written communication skills, and a high-level of attention to detail and active listening skills.
5. Knowledge of the range of resources available to development researchers, including tools and vendors.
6. Strategic thinker, as well as possess an ability to work well with all levels of management, both internally and externally, be flexible in nature, have a sound judgment with a collaborative style that fosters teamwork and cooperation beyond the immediate team to the broader organization.
7. Must have a passion for excellent customer service and commitment to exceptional quality.
8. An independent problem solver who can think proactively, take initiative, set priorities, and bring tasks to completion with appropriate follow-up.
9. Must have advanced knowledge of Raiser’s Edge or other donor databases.
10. Must have advanced knowledge of Microsoft Office, including Excel, Word, PowerPoint, and Outlook; Office 365, including OneDrive, SharePoint, and Teams.
11. Must have advanced knowledge conducting in-depth prospect research and using research tools such as LexisNexis, Foundation Center, DonorSearch, Blackbaud Analytics, and/or similar research and wealth screening tools.
12. Must have experience in creating dashboard reports using Raiser’s Edge NXT and Excel.
13. Must have knowledge and be comfortable using and presenting through video- and audio-conferencing platforms.
Required Qualifications
1. EDUCATION : Bachelor’s degree in a relevant field is preferred.
2. EXPERIENCE : 5+ years in a donor prospect research role within a fundraising, development, or related field in a non-profit environment. Knowledge of the range of resources available to prospect researchers and the ability to apply those resources in an organized and purposeful manner. Experience with Wealth Screenings using ResearchPoint, DonorSearch, or other wealth screening tools. Raiser’s Edge experience or other fundraising software. Familiarity with the demands of Prospect Research and reporting during a capital campaign. Analytical skills with proven ability to perform complex analyses using data mining techniques to identify philanthropic patterns and tendencies in the constituent database.
Preferred Qualifications
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