Director of Research and Prospect Management
Director of Research and Prospect Management
Classification:Administrative Staff- Full Time- 12 Month- 2080 Hours
Reports To:Senior Director of Annual Giving Programs and Advancement Services
Summary:The director of research and prospect management is an essential fundraising partner within the Carroll University division of institutional advancement. The director is responsible for developing and implementing strategies and conducting research that build a robust pipeline of major and planned giving donor prospects for the University. The director will improve our appreciation and understanding of prospective and current donors by conducting research and screenings, preparing profiles and reports, and contributing to effective management of prospect data in the Raiser's Edge database. Working strategically and collaboratively, the director will effectively partner with the Carroll University advancement team to research, plan and execute strategies that accomplish the flow of prospects into and through the major gift pipeline. The director is a critical member of the development team in helping sustain and grow our major and planned giving programs.
- Oversee prospect development including prospect research and
identification, pipeline moves management, and key performance
- Establish and maintain best practice methodologies for research
techniques, reporting templates, and all process documentation.
Develop in-depth profiles, lists, reports, and screenings to help
gift officers strategically achieve their goals.
- Use prospect research to provide analysis, benchmarking, and
forecasting of our ability to meet fundraising goals.
- Coordinate with advancement services staff to achieve effective
systems of records management.
- Conduct research: Collect, confirm, analyze, interpret, and
summarize complex biographical and financial data; wealth
assessment; philanthropic assessment.
- Create briefing materials for the president, vice president,
avp for development and other senior staff and volunteers to inform
personal contacts and solicitations.
- Introduce and manage special projects which may involve
researching new markets, financial trends, industry analysis and
large fundraising campaigns; keep current on research and
fundraising trends through regular contact with development and
research colleagues at peer institutions as well as
- Enhance division of institutional advancement staff members
understanding of research through effective communication and
- Partner with leadership and assist with organizing and
coordinating prospect/donor strategy meetings.
- Collaborate with development staff during strategy meetings in
the development of cultivation and solicitation strategies and
facilitate moves management.
- Provide leadership in area of responsibility. Strategic plans
and annual goals are clear and reflect interests of all development
departments. Goals are achieved on deadline.
- Research is accurate, well written, and presented and provided
in a timely fashion.
- Research methodology is current and effective in order to
identify new prospects, develop biographical and financial profiles
on prospects, and assist in determining strategies for engagement
- Understands the importance of ethical behavior and
confidentiality in conducting research and provides work of the
- Collaborative and productive working relationships with
colleagues and vendors.
- Demonstrates initiative, sound judgment, and strategic
- Demonstrates complete knowledge of development business
- Demonstrates facility with best in practice, state-of-the-art
research and prospect management approaches.
- Perform other duties as requested, delegated or assigned.
Education and/or Experience:
- Bachelor's degree required
- Minimum of 5 years' experience with prospect research and
analysis in fundraising or related field including experience with
Additional Knowledge, Skills and Abilities:
- Demonstrated management and organizational skills; strong
project management and problem-solving skills.
- Outstanding written and oral communication and presentation
- Proficiency in conducting donor research with experience in
recognizing and assessing wealth indicators and giving capacity;
- Ability to synthesize, analyze, summarize and present critical
information in a variety of formats for various University
- Meticulous attention to detail.
- Strong interpersonal skills; ability to work with and through
others; ability to work independently and as part of a
- Curiosity and a complete respect for
- Self- motivated; ability to establish priorities and
flexibility to adjust priorities to meet changing needs.
- Advanced knowledge of the principles and practices of
philanthropy and in particular the ethics and best practices
espoused by APRA (Association of Professional Researchers for
Advancement) are preferred.
- Candidates must be willing and able to support and advance the
Job Number: #2021-052
Please reference job #2021-052 and submit cover letter and resume to: CUcareers@carrollu.edu
100 N. East Avenue
Waukesha, WI 53186
Carroll University does not discriminate in any manner contrary to law or justice on the basis of race, color, sex, age, religion, sexual orientation, national origin, disability or veteran's status in administration of programs or in the employment of faculty and staff. EOE