Associate Director, Philanthropy Research & Prospect Management

San Francisco, CA, United States
Jun 03, 2021
Biotech Bay
Required Education
Bachelors Degree
Position Type
Full time



We are currently recruiting for an exciting position in our Philanthropy department as an Associate Director, Philanthropy Research & Prospect Management.
The person in this position will have the following responsibilities:

Prospect Research and Management:
• Willing to initiate and lead projects to make development officer's work more effective
• Serve as an internal consultant to development officers, provide targeted services that support fundraising strategies and priorities.
• Assign prospects to gift officer portfolios and monitor related qualification, cultivation and solicitation activities
• Designs regular reports to track frontline fundraiser activity, prospect pipeline summaries, portfolio tracking reports, and event success.
• Participates in strategy sessions and works closely with the VP of Philanthropy and Director of Development in identifying prospects, analyzing pertinent information related to those prospects, and entering/ushering prospects through the major gift pipeline.
• Responds to formal research queries for specific fundraisers with quick turnaround and with accuracy and attention to detail and high professional standard
• Manages the design and implementation of donor database as it relates to prospect coding systems and procedures for contact reports, ratings, and solicitation tracking.
• Performs prospect management system audits and other data integrity operations as needed.
• Takes the lead role in preparing prospect data for Wealth Screenings.
• Rate and re-rate 50 major rated prospects with the purpose of identifying/qualifying new prospects and assign wealth ratings based on known indicators of wealth.
• Disseminate prospect news and rating information; participate in planning and strategy development meetings
• Prepares confidential research by analyzing complex financial and employment information to establish or reevaluate gift capacity ratings.
• Works to identify potential new major gift prospects through review of corporate information and other sources

• Bachelor's degree
  • Minimum 5+ years of experience in conducting prospect research in a nonprofit fundraising environment, ideally for an academic institution.
  • Strong customer service orientation and follow through
  • Experience in collecting, processing, and reporting information in a data processing environment.
  • Strong organizational skills.
  • Ability to work successfully in teams and under own initiative while juggling multiple projects and meet deadlines efficiently.
  • Excellent verbal and written communication skills.
  • Strong time management skills.
  • Ability to prepare and present information in various report formats.
  • Strong knowledge of Excel and relational databases.
  • Expert knowledge of research tools and industry best practices

Additional Information:

  • Title and salary will be commensurate with education and experience.
  • Be a part of big ideas and consider Gladstone. Your difference will make a difference in human health.
  • Gladstone is an equal opportunity employer.