Under the supervision of the Director, Development Strategy, the Manager, Prospect Research & Management is responsible for consistent and frequent prospect and donor reviews with frontline fundraising staff, advising on new prospect assignments and strategy.
Duties and Responsibilities:
• Establish guidelines and protocols for moves management integrated in the dbase, and proposes prospect assignments to staff.
• Develop routine database entry protocols; provide analysis and reports to aid in the day-to-day performance management of quota bearing staff and the entire RD function (e.g. pipeline reporting against department goals).
• Develop a real-time ‘Top 100 Accounts & Prospects’ process for use with staff, SLT and voluntary leaders, ensuring appropriate, accurate, and timely information pertaining to the most promising prospects is brought to the attention of RD staff and integrated into the database.
• Produce prospect research products including initial screens and full profiles, and advise fundraising staff on the utilization of basic research tools.
• Proposes targeted prospect lists to accommodate senior executive engagements at events such as Clinton Global Initiative, World Economic Forum, World Urban Forum, etc., as well as voluntary leader engagements such as high-touch cultivation events.
• Cross-functionally supervises all aspects of donor prospect management from identification to renewal, helping ensure efficient use of BGCA staff and voluntary resources, and aligned and satisfied donors with at-capacity giving.
• Mine mass-market returns for Major Gifts opportunities and push to fundraiser portfolios. Under take other identification efforts to create robust prospect pipelines for the front-line fundraisers.
• Advise on proposed prospect assignments or account reassignments to staff and voluntary leaders.
• Research links between voluntary leaders and qualified prospects and prompt staff for action.
• Establish portfolios for new fundraising staff.
• Direct data entry for database coding associated with prospect tracking.
• Collaborate with colleagues to synthesize and disseminate information to SLT and staff.
• Serve as team advisor for best practices with research, and prospect data and analysis.
• Produce research profiles on individuals, companies and foundations, creating processes to streamline the request, prioritization and pipeline processes.
• Manage online research tools for the entire RD team.
• Data append projects with outside vendors.
• Demonstrate BGCA mission driven values of integrity, excellence and inclusion, and integrate into work environment and ways of work.
• Bachelor's degree in business administration.
• Active member of APRA and subscribes to the AFP Code of Ethics.
• Minimum 5+ years prospect management experience including identification of prospects, prospect assignment and moves management tracking.
• In addition, minimum 5+ years of prospect research with a nonprofit organization or university setting with $50M+ in annual private support.
• Successful experience as prospect manager in a campaign environment with responsibility for keeping organization focus on top prospects
• Possess a passion for the mission to reach at-risk youth and position them for a great future.
• Demonstrated high standards of ethics and integrity.
• Thorough knowledge of development and fundraising functions, including expert knowledge of prospect research and prospect management.
• Ability to identify, compile, and effectively present relevant information to support development objectives.
• Expertise with MS Office applications including Word and Excel (including macros and pivot tables); Blackbaud products, and online resources including Lexis Nexus, D&B, NOZA, Foundation Center and others.
• Experience outsourcing data append efforts and utilizing results to drive change in focus across a large and disbursed RD team.
• Absolute confidentiality in dealing with donor records. Comfortable dealing with senior management.
• Ability to work productively as an independent member of a team, meet tight deadlines, and to ask questions and seek direction when needed.
• A positive attitude and deep commitment to quality, professional ethics, and proactive customer service
Environmental and Working Conditions:
• Normal internal office environment;
• Travel estimated at 10% required (can be 2-4 days or more in a month – including weekends - depending upon scheduling requirements).
• The individual selected for this position must possess and maintain a valid driver’s license and be able to navigate areas of the country or abroad by using a map or other direction methods. Ability to travel by airplane or car.
Physical and Mental Requirements:
• Ability to exchange, clearly and concisely: ideas, facts, and/or technical information and guidance, in person, by telephone, fax or correspondence.
• Ability to comprehend information and
• Physical requirements include: sight, hearing, sitting for four plus hours a day, standing, stooping;
• Skills essential for successful communications include speaking, writing, and reading comprehension.