Manager of Prospect Research

REPORTS TO:

Director of Advancement Services

SUPERVISES:

Four Staff Members - 1 Full Time
3 Part Time

MAJOR DUTIES AND RESPONSIBILITIES:

The Manager of Prospect Research is a full-time, exempt member of the Institutional Advancement staff.

The Manager is responsible for the overall coordination and production of information on the prospects and donors to the Foundation and to the School, for tracking cultivation and solicitation progress, and for prospect identification.

The Manager works with all members of the development staff, the President's office, faculty, and administration.

Prospect Research (45%)

Evaluates, organizes, and edits verified and extrapolated data into comprehensive reports on major gift and campaign donors and prospects (individuals, corporations, and foundations).

Provides leadership, data entry, and training for computerized prospect management system.

Reviews journals and periodicals for new prospects as well as information pertinent to current prospects, donors, trends, philanthropy, and education; improves and contributes to donor's files.

Fields miscellaneous donor research and computer system questions on a daily basis.

Management and Administrative (30%)

Provides direction for prospect research program; supervises research staff; manages the production of and distributes research reports needed for prospect identification, cultivation and solicitations; prioritizes, determines research strategy, and assigns research requests; reviews, proofs, and edits all written work; supervises central filing operation and data entry on the system's research screens.

Plans and administers an annual program with goals and objectives.

Is part of the team that reviews and updates data entry, data integrity, and filing procedures.

Monitors research materials budget; oversees library holdings.

Responsible for the selection, training, annual evaluation, and professional growth of the research staff.

Is primary liaison between the research program and other O.I.A. and campus departments.

Special Projects (25%)

Works on special campaign-related projects, assigned by the Campaign Director, and other projects assigned by Director of Advancement Services.

Assists with development of computerized reports needed for prospect research program.

REPORTS PROVIDED:

Profiles, Attendee Information Sheets, Research Memos

Special Campaign Project Reports

Prospect Tracking Reports

EDUCATION:

Bachelor's Degree in English, Journalism, or related liberal arts field preferred.

EXPERIENCE:

Three years of prospect research experience

Knowledge of computer data base systems and software packages, especially in a Windows environment for personal computers

Electronic data-base search experience

Non-profit, fund-raising, or relative experience preferred

Supervisory experience preferred

SPECIAL SKILLS & QUALIFICATIONS:

Must demonstrate understanding of the function of prospect research in a development office, of prospect/library research methodology, and of the use and availability of a variety of hard-copy and computerized sources; skilled in reading and interpreting financial, technical, and trade documents and journals, including annual reports, real property files, and court records.

Must be persistent and resourceful, especially in exploring and adapting research methodology.

Ability to maintain sensitive and confidential information; follow and promote the American Prospect Research Association's ethical guidelines for the collection and use of information.

Must be highly organized, able to work independently, and have an ability to work under pressure to coordinate multiple requests and meet competing deadlines.

Must possess excellent writing, editing, and communication skills.

source : supportingadvancement.com