Director of Advancement Research and Prospect
This position is responsible for developing, leading and managing
the prospect research and prospect management program for College
Advancement in support of the college’s overall fundraising and
constituent outreach efforts. The position directly supports the
Vice President’s organization, management and strategy around
Principal Gifts work (donors and prospective donors with a
philanthropic capacity of $1M+), including the President’s own
fundraising work. The position works in collaboration with the Vice
President of Advancement in the identification, research and
recommendation of nominees to the Board of Trustees. This position
is responsible overseeing identification, evaluation, and tracking
of potential donors and alumni & parent leaders, and
preparation of written and other documentary records of that
research. The position is a senior one in the Leadership program
and requires regular interaction with staff throughout the
departments of College Advancement, as well with other staff and
faculty of the college.
ADDITIONAL JOB FUNCTIONS:
- Lead research team in extensive prospect research with the goal
of identifying and qualifying individuals with capacity to make
leadership and principal gifts to the college; maintain accurate
information and organization of tracked prospect pool; evaluate
potential donors’ financial capacities, ties to the college,
relationships with other constituents, corporations, and
foundations, and assigning them a fundraising capacity rating that
is part of a consistent overall rating framework.
- In concert with Associate Vice President and Assistant Vice
President for College Advancement, oversee the prospect management
tracking and coding system for both the current tracked pool of
prospects, as well as the future donor pipeline. Make
changes/improvements to the constituent database) functionality as
needed. Maintain process and procedure documentation around
- Support the Vice President’s Principal Gifts work and oversee
prospect management for Principal Gifts (donors and prospective
donors with a philanthropic capacity of $1M+). Organize bi-weekly
Principal Gifts meetings. Manage Prospect Management Coordinator
position to help complete Principal Gifts tasks and projects.
Collaborate with the Assistant to the VP. Coordinate and organize
Trustee assignment information, between the Vice President and
frontline teams. Support events team in prospect strategy and
identification for small targeted affinity events. Additional
special projects as needed to support the work of the Vice
President’s work with top prospects for the President and Board’s
- Support the Vice President’s oversight of Presidential travel
strategy in collaboration with the Assistant to the VP and Prospect
Management Coordinator. Oversee tracking of top prospects alongside
travel plans to various geographic locations and facilitate
effective communication amongst key stakeholders.
- Oversee the production of detailed prospect and event briefings
for the President, Board Chair, Vice President for College
Advancement, and other staff members as needed in support of
presidential and other high-level visits and travel.
- Drive a centralized strategy across the teams in Advancement
and with other campus partners to ensure proper movement, tracking
and reporting structures are in place to support fundraising and
campaign efforts with Bates prospects. Train staff and review codes
and protocols with front-line fundraisers to evaluate use and
- Collaborate with the AVP for Advancement and the Director of
Leadership Gifts in strategic oversight of Gift Officer prospect
portfolios. Oversee and organize monthly Prospect Strategy
- Using data segmentation, data mining, and research methods,
review leadership giving officers' portfolio assignments to assist
in maximizing their efforts; assign researchers as partners with
Gift Officers to review their pools on a regular basis, and suggest
new assignments as donors are identified based on region, funding
interests, and other factors. Collaborate with Advancement Services
to maintain effective reporting systems.
- Supervise a team of four Researchers, hiring, managing, and
evaluating Research staff members. Assign and monitor work load
& work flow, train staff in techniques of research using
electronic, published, and other sources, mentor staff in applying
judgment to the evaluation of prospect information, perform regular
evaluations of staff performance.
- As Advancement liaison to Admission, research and rate incoming
families. Collaborate with Director of Parent Giving on
assessment/engagement strategy for incoming top families.
- Establish and review periodically the department's methodology
for rating the financial capacity of prospective donors and the
resources for identification and evaluation, including all
electronic- and internet-based research sources and databases,
paper files, printed directories and other documentation.
- Establish and review periodically the department's methodology
for documenting prospect information in the form of donor and
volunteer research profiles, rating sheets, and other
- Other duties as assigned by Vice President of Assistant Vice
• Bachelor’s degree.
• 5 years’ experience in fundraising, development, and/or prospect
research and management, preferably in a higher education context,
along with a working knowledge of online reference sources and data
resources applicable to prospect research (including Lexis-Nexis
and electronic screening products).
• Supervisory and budget management experience.
• Sensitivity to the requirements for confidentiality or prospect
and donor information
• Familiarity with the academic environment and higher education,
preferably the liberal arts.
Skills and Knowledge
• Excellent communication (written, verbal and presentation)
• Strong presentation skills and ability to develop dynamic
• Excellent analytical and problem solving skills; ability to
synthesize complex or diverse
information. Appreciation for detail and accuracy.
• Ability to work independently and handle multiple priorities with
• Ability to research and evaluate current giving and leadership
gift-level capabilities of prospective donors.
• A collaborative spirit, creativity, and a strong commitment to
• Impeccable organizational (time, task, project management) skills
and ability to coordinate resources and staff within the college
• Strong interpersonal skills with ability to develop and maintain
collegial relationships. Must be flexible, collaborative and have a
• Proficiency in basic data management systems and basic computer
applications (e.g., Word, Excel, PowerPoint).
• Willingness and ability to learn additional applications as
• Ability and willingness to travel (by car, air, train or bus)
domestically and internationally as needed.
• Ability and willingness to work weekends, evenings and other
Bates College offers competitive salaries, excellent benefits
(health, dental, sick leave, 24 days of vacation, 2 personal days,
12 paid holidays, dependent care subsidy, free parking, access to
library and athletic facilities & more) and a supportive,
collegial environment in a drug- and smoke-free workplace.
Equal Employment Opportunity Statement:
Bates College is committed to the principle of equal opportunity
and providing an educational and work environment free from
discrimination. The college prohibits discrimination on the basis
of race, color, national or ethnic origin, religion, sex, sexual
orientation, gender identity or gender expression, age, disability,
genetic information or veteran status and other legally protected
statuses in the recruitment and admission of its students, in the
administration of its education policies and programs, or in the
recruitment of its faculty and staff. Bates College adheres to all
applicable state and federal equal opportunity laws and
regulations. All college faculty, staff, students, contractors,
visitors, and volunteers are responsible for understanding and
complying with the Non-Discrimination Policy.
Inquiries concerning the college’s policies, compliance with
applicable laws, statutes, and regulations (such as Title VII,
Title IX, and ADA/Section 504), and complaints may be directed to
Gwen Lexow, Title IX Officer, 207-786-6445 or via email at firstname.lastname@example.org
Bates is internationally recognized as a leading liberal arts
college, attracting 2,000 students from across the U.S. and around
Since 1855, Bates has been dedicated to educating the whole person
through creative and rigorous scholarship in a collaborative
residential community. Committed to opportunity and excellence,
Bates has always admitted students without regard to gender, race,
religion, or national origin.
Cultivating intellectual discovery and informed civic action, Bates
prepares leaders sustained by a love of learning and zeal for
responsible stewardship of the wider world. Bates engages the
forces — intellectual trends, demographic changes, and technology —
that are transforming higher education and the world into which our
Bates has highly competitive admissions, graduates over 90 percent
of its entering students, and more than half of its alumni earn
graduate degrees. Bates employs 200 faculty members and 550
The college is proud of deep roots in the Lewiston/Auburn
community, Maine’s second-largest urban area with a population of
approximately 65,000. Bates is located on a beautiful, 133-acre,
traditional New England campus in Lewiston, an emerging city with
an entrepreneurial climate, a lively arts scene, and a dynamic
business community. Bates is 35 miles north of Portland, 140 miles
north of Boston, and 350 miles north of New York City.
Aug 05 2022 Eastern Daylight Time