Associate Director, Philanthropy Research & Prospect Management

Location
San Francisco, CA, United States
Posted
Jun 03, 2021
Ref
REQ-891
Hotbed
Biotech Bay
Required Education
Bachelors Degree
Position Type
Full time
Category:
Administration
Lab/Area:

Philanthropy

Description:

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

Requirements:
• 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.