Development Prospect Research Manager
Hartford Foundation for Public Giving
Location
Hartford, CT | United States
Job description
Summary
The Development Prospect Research Manager (DPRM) works collaboratively with leadership to develop data informed prospect strategies and keep a dynamic prospect pipeline moving forward.
Reporting to the Director of Development - Major Gifts, the Development Prospect Research Manager (DPRM) is an integral member of the Development team responsible for applying specialized research techniques to provide in-depth description and analysis on individuals, corporations and foundations including maintaining metrics and reports that will provide analysis and interpretation of portfolio performance and keep active portfolios up to date and prioritized.
This is expected to be a two-year position with continuation contingent on continued funding.
Essential duties and responsibilities
- Conducts in-depth prospect research on corporations, foundations, and individual major gift prospects (including current and prospective donors, as well as extended individual and organizational relationships) using a wide variety of biographical, organizational, anecdotal, and financial sources with the goal of generating new donors and fostering strategically important relationships for Campaign and major gift cultivation.
- Analyzes, interprets, and evaluates biographical, business, personal and financial information for current and prospective donors.
- Prepares high quality profiles and strategic briefings on prospects and/or groups of prospects for Development staff and leadership in advance of contact or events to obtain optimal outcomes.
- Proactively reviews donor prospect assignments to ensure movement and solicitation strategy in relationship to capacity and affinity.
- Leads prospect management program to give structure and vision to the fundraising process by way of comprehensive and strategic analysis of prospect pools; prospect pipeline development; and presentation of meaningful data as it relates to fundraising activities and new campaign initiatives.
- Oversees the management and analysis of caseload development and optimization, prospect research requests, and must maintain a close partnership with the fundraising team while working to maximize pipeline development in support of the Foundation's fundraising goals.
- Coordinates regular meetings for the research and prospect management team, producing regular reports, and monitoring productivity and quality metrics.
- Analyzes wealth screening data to identify new donor prospects.
- Manages database functionality relating to prospect and moves management by maintaining data integrity, constituent attribute coding and performing routine database cleanup.
- Creates custom reports for analysis and interpretation of portfolio performance.
- Monitors local, national, and business news and events for individual donor prospects and corporate and foundation prospects.
- Other related duties.
Competencies and Attributes
- Commitment to the values of equity, diversity, and inclusion.
- Demonstrated ability to work collaboratively within a diverse environment and interact openly with individuals from different backgrounds.
- Experience with fundraising campaigns and special fundraising initiatives.
- Experience with fundraising databases, reporting and visualization tools, and online information and screening analysis services.
- Demonstrated ability in research techniques such as prospect identification, data mining and relationship mapping.
- High-level proficiency using MS Office Suite, with emphasis on Excel.
- Knowledge of the range of resources available to prospective researchers and the ability to apply those resources in an organized and purposeful manner.
- Demonstrated communications skills for writing, speaking, listening for understanding, and presenting and adapting content for a range of audiences.
- Demonstrated ability to analyze, interpret, synthesize, and present complex information effectively.
- Professionalism in adhering to best practices in database management and discretion in handling confidential donor and prospect information.
- Ability to work collaboratively and independently while managing multiple projects and deadlines.
- Ability to adapt to shifting priorities with high efficiency and thorough attention to detail and follow through.
- Demonstrated interpersonal and collaboration skills with an openness to new ideas and perspectives on a wide range of topics.
- Ability to meet physical demands typical of a sedentary office environment with reasonable accommodations as needed
Education and Experience
Degree requirements can be substituted with equivalent practical experience.
- Bachelor's Degree.
- Five or more years of experience in prospect research, development, library research or information related field (marketing, fundraising, event planning) or any equivalent combination of education, training, and experience.
Location and office information:
Hartford, CT; Hybrid schedule.
For more information about the Hartford Foundation for Public Giving visit:
HARTFORD FOUNDATION FOR PUBLIC GIVING IS AN EQUAL OPPORTUNITY EMPLOYER RELYING ON A DIVERSE GROUP OF INDIVIDUALS AND THEIR RESPECTIVE TALENTS TO ACHIEVE OUR MISSION
Any and all offers to applicants are contingent on the candidate's completion of a comprehensive background and reference check to the satisfaction of the Hartford Foundation for Public Giving.
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