- Collaborates with development officers to update and maintain donor portfolios with the most appropriate prospects based on research and identification techniques.
- Works closely with development officers to prioritize existing major gift prospects already in their portfolios.
- Identifies new prospects with documented capacity to make significant gifts to Winthrop and maintains a prioritized list of top prospects that are not currently assigned within a portfolio.
- Provides research information on prospects and assists the fundraising team with the development of qualification, cultivation, solicitation and stewardship strategies.
- Conducts individual meetings with development officers to review key reporting metrics, assist with portfolio management and plan for future donor visits.
- Oversees and maintains the prospect pipeline by identifying new prospects and ensuring that their status and classification are current in Raiser's Edge; provides regular reports to the fundraising team; and ensures existing proposals in Raiser's Edge are up to date and accurately reflect the potential gift pipeline.
- Prepares biographical documents on donors, potential donors and guests for University Advancement and other university staff.
- Develops the agenda and serves as facilitator during regular prospect management meetings.
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