Associate Director, Prospect Research
PRIMARY POSITION DUTIES
The Associate Director, Prospect Research, serves to support the Office of Institutional Advancement and Saint Martin’s University by ensuring that fundraising staff, University leaders and volunteers are engaged in the most value-added activities, prospects receive the attention they need, and the University’s fundraising goals have a high probability of being achieved.
Reporting to the Director of Advancement Services, the Associate Director provides profiles and reports on potential and identified fundraising and friend-raising prospects to include individuals, foundations, and corporations. The Associate Director designs and implements prospect identification and qualification programs, and provides a wide range of prospect research and management activities, to support Saint Martin’s fundraising goals and objectives.
Ranked by Niche as the second (#2) most diverse private college in Washington State in 2020. Saint Martin’s is extremely proud of our student diversity. Our university treasures persons of all abilities, ages, ethnicities, genders, nationalities, orientations, races, and religions. In particular, we know that students educated in an ethnically diverse settings perform better academically and reap greater professional success than their peers from more homogeneous learning environments. We proudly celebrate that our student population is 51% undergraduate and 32% graduate students of color. We are committed to pursuing an employee community which reflects a similar, if not the same percentage.
Therefore, we intentionally encourage and request that members of historically underrepresented groups apply to join this community. All of us, from all backgrounds, are making a commitment to do and be better for our students, faculty and staff.
Established in 1895, Saint Martin’s University serves as the educational mission of Saint Martin’s Abbey. The Abbey is a Catholic Benedictine monastery, whose members pray, work, and live together on the University campus. As the mission is Catholic and Benedictine, one of our values is a spirit of hospitality welcoming all, regardless of an individual’s faith, religion, or spirituality.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY, and is not a comprehensive listing of all functions and duties performed by incumbents of this position. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions, but are an essential function. Essential duties and responsibilities may include, but are not limited to, the following:
• Proactively identifies new individual, corporate and
foundation prospects through electronic news alerts, analysis,
screening information, data mining techniques, and demographic
searches to grow prospect pool.
• Utilize and validate electronic and peer screening information to identify new prospects and prioritize existing prospects; assign prospect ratings based on known indicators of wealth and philanthropic giving capacity.
• Prepares prospect research profiles and confidential briefing documents for use by the University President, Institutional Advancement Vice President, Associate Vice President, and development directors.
• Interpret and analyze biographical and financial information on University alumni, business leaders, and other individuals based on fundraising strategies and objectives. Support gift officers in the generation of multi-faceted cultivation and solicitation strategies.
• Continuously reviews news and industry sources for trends in research, business, finance, higher education, and philanthropy.
• Respond in a timely manner to all research inquiries and create written reports which may include financial assets, potential for philanthropic support, business and professional affiliations, areas of interest and other University affiliations.
• Use appropriate software applications to generate data, analyze data and produce reports in an executive summary format, as charts, or a combination of the two.
• Assist the Director of Advancement Services in developing, documenting, and implementing policies and procedures for managing prospect information.
• Coordinate proactive use of Slate (CRM) database to support moves management, including moves tracking, proposal tracking and task management.
• Maintains and analyzes prospective donor data. Custodian for all donor files. Proactively improve electronic donor files and enter demographic and research information into CRM database.
• Collaborate with colleagues and participate in general Institutional Advancement and University programs and “all-hands-on-deck” activities.
• Perform other duties as assigned.
EDUCATION OR SKILLS:
REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT
• Required: Bachelor’s degree, or equivalent combination of
education and experience.
• Required: Skilled in research and prospect management.
• Preferred: Three of more years’ experience working within prospect research/prospect development field.
• Preferred: Advancement/Development experience within an educational institution.
• Strong qualitative and quantitative analytical and research
• Advanced proficiency in conducting donor research, with experience in recognizing and assessing wealth indicators and giving capacity.
• Knowledge of donor types and understanding of fundraising processes and donor cycles.
• Proven experience in producing, analyzing, and interpreting data to drive fundraising strategies.
• Specific experience in prospect management strategies, including implementing prospect identification and relationship management methodologies to support organizational goals.
• Proficiency in locating relevant information in a variety of formats: including electronic, hard copy, telephone calls, conversations with staff and volunteers, then consolidating it in a well-organized report format.
• Proficiency with the evaluation of giving capacity through standard wealth-assessment formulas and vendor solutions, and with systems of ranking and prioritizing prospects based on giving capacity, interest and readiness. Experience with translating wealth assessment information into practical insights for frontline fundraisers and informing solicitation plans.
• Demonstrated ability to work effectively with high-level stakeholders, both internally and externally.
• Able to solve complex problems and remove roadblocks to success in forwarding motion.
• Demonstrated adaptability and excellent planning and organizing skills, manage multiple simultaneous requests for information and prioritize to meet deadlines.
• Exceptional communication skills (verbal and written).
• Ability to maintain strict constituent confidentiality due and manage sensitive information appropriately.
• Strong collaboration skills and demonstrated ability to effectively adapt to diverse audiences.
• Detail-oriented and strong organizational skills.
• Strong quantitative and financial analytical skills and facility with financial projections and forecasting.
• Proficiency in using fundraising (CRM) databases. Proficiency and experience in Microsoft Office products, spreadsheets (including advanced Excel functions), and an ability and willingness to learn new software if needed.
• Knowledge of prospect research ethics, including statements by APRA and CASE and other professional fundraising associations.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, and all other applicable laws, Saint Martin’s University provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.
Work is performed in a standard office environment. Physical
• Moves objects (less than 20 pounds) long distances (more than 20 feet)
• Ability to be mobile campus-wide for appropriate business needs.
• Operates a variety of standard office equipment requiring continuous or repetitive arm-hand movements.
• Reading, writing, speaking, hearing, standing, bending, sitting.
• Learning and comprehending.
• Requires visual concentration on detail.
• Manual dexterity and precision required for keyboarding.
• Must be able to sit for long periods at a time at a computer.
• Must be able to concentrate on details and process complex information while experiencing frequent interruptions.
• Must maintain strict confidentiality of all constituent information and records.
• May be required to attend conference and training sessions within Washington State or other out-of-state locations.
• May be required to occasionally travel to outside vendors or suppliers.