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Prospect Research and Stewardship Manager, Bank Street College of Education (New York, NY)

The Prospect Research and Stewardship Manager will play a strategic role in implementing a right-sized prospect management and stewardship system, while simultaneously directly conducting research and creating stewardship tools for use by front-line fundraisers. They will work with Development and External Relations leadership to ensure that Bank Street:

  • Continuously builds the donor pipeline to encourage broad-based support;
  • Manages portfolios with a straightforward and efficient process;
  • Effectively sets realistic goals within portfolios and across fundraising teams;
  • Ensures that the right Bank Street staff is working with the right prospects, at the right times, and in the right ways;
  • Prioritizes qualified prospects and concentrates on those with the great potential to make significant gifts at each respective level of the Bank Street donor engagement pipeline;
  • Creates discipline and accountability for donor relationships across all of Bank Street;
  • Communicates with constituents in a unified manner, especially in terms of gift stewardship;
  • Develops a collaborative fundraising environment for all relationship managers working with individuals and institutional donors; and
  • Regularly measures progress towards individual, program and Bank Street’s overall fundraising goals.
In service of these objectives, the Prospect Research and Stewardship Manager will conduct appropriate wealth research on individual prospects and will also support the Institutional Giving team on identifying and researching foundation and corporate prospects with strategic alignment with Bank Street. S/he will also be responsible for ensuring timely and appropriate stewardship contacts across multiple donors.

The Prospect Research and Stewardship Manager will also produce detailed prospect reports and event biographies to be used by those soliciting major gifts on behalf of Bank Street, find lost alumni, and help to maintain correct records of alumni, friends and supporters of Bank Street. This position also monitors publications and on-line news sources to keep abreast of Bank Street alumni, notable events, and the identification of new prospects. In addition, s/he performs research on an ad-hoc basis in response to the needs of the Development and External Relations department. The Prospect Research and Stewardship Manager reports to the Managing Director of Development.

Prospect Researcher and Strategist, The Jewish Museum (New York, NY)

The Prospect Researcher & Strategist is responsible for managing and executing the Jewish Museum’s donor research for individuals, foundations, and corporations. The position provides direct prospect research services to and for the senior fundraisers and Museum leadership.

The Prospect Researcher & Strategist reports to the Director of Major Gifts and works closely with the fundraising team as a partner in helping achieve fundraising goals through the creation of prospect profiles, meeting briefings, and event facebooks. S/he insures a steady stream of new prospects is being researched as being capable of charitable gifts of at least $10,000. The position also oversees the timely movement of previously identified prospects through the various cultivation stages leading to solicitation.

The successful candidate must be a strategic thinker, effective in moving agendas, politically savvy, ensure the utmost discretion, and possess an ability to work well with all levels of management.

Responsibilities include:

  • Maintaining an overall knowledge of the Museum’s top prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies; and referencing and representing that information at meetings and in discussions, as needed.
  • Leveraging data analytics, prospect research tools including Salesforce and iWave, relationship mapping, and proactive research strategies to identify board candidates and major gift prospects whose interests align with fundraising priorities.
  • Providing intelligence that informs the development of tailored cultivation and engagement strategies, including approximately 200 prospect profiles annually.
  • Collaborating with senior development staff and the Museum director’s office to create briefing documents for high-level meetings with donors and prospects.
  • Coordinating an effective moves management system with support from the Deputy Director of Development and the senior development team.
  • Assisting the Deputy Director of Development with the Trustee pipeline, prospects, profiles, and reports.
  • Creating facebooks for development staff highlighting expected VIP attendees of major Museum events.
  • Managing and disseminating a weekly briefing that captures pertinent news on major donors and prospects.
  • Developing and overseeing the research department’s budget, policies, and procedures.
  • Evaluating research tools and emerging technologies and coordinating vendor relations.
  • Ensuring adherence to professional research standards and ethics of prospect research.

Development Systems Coordinator, Mount Sinai (New York, NY)

Reporting to the Assistant Director of Development Systems and working closely with the Assistant Director of Data and Systems Project Management, the Development Systems Coordinator assists with systems and application migration, implementation, maintenance, training, and end-user supports, and plays a key role in ensuring the data synchronizations across various business applications are facilitated accordingly.

Roles & Responsibilities: 

  • Assist with the technical implementation and training, participate in user testing, and provide on-going end-user support, troubleshooting, and knowledgebase documentation for a portfolio of new and existing standalone business applications and information systems, and shared application platforms including but not limited to Raiser’s Edge, Luminate Online, SharePoint, Tableau Server, SAP Business Intelligence platform, Papersave and Smartsheets

  • Work with vendors to troubleshoot any technical outage issues; coordinate with internal IT to perform regular upgrades and updates

  • Facilitate data exchange and synchronization between Raiser’s Edge and other information systems, such as Luminate Online, to ensure online fundraising, gift processing, and email communications are operationally efficient

  • Generate, refresh, and distribute master suppression lists on a regular frequency to ensure HIPAA opt-out CAN-SPAM act compliance

  • Approve pending email communication, online donation and event registration forms to ensure that they adhere to the policies and standards as established by Advancement Services

  • Carryout one-time and recurring data cleanup and maintenance projects

  • Provide backup to and perform other duties as assigned by the Assistant Director of Development Systems

Assistant Director of Development Research, The Rockefeller University (New York, NY)

Reporting to the Director of Research & Prospect Management, the Assistant Director will provide the Development Office (DO) staff and other University personnel with high-quality research and related documents on prospects for donor solicitations, events organized by the Development Office, meetings with Development Office staff, the President or other University representatives, Nominating Committee meetings, and various strategic planning and fundraising initiatives.

The Assistant Director, Development Research will focus particular attention on the identification, research, and tracking of individual, corporate, and foundation prospects, and directly supports the fundraising efforts for all the groups of the DO. Responsibilities include identifying and qualifying prospective individual, corporate and foundation donors capable of significant financial support, conducting biographical and financial research on donors utilizing in-house resources and a variety of on-line and printed sources, writing confidential research profiles on both individual and institutional donors for strategy planning and for briefings for DO and University events and meetings, developing strategic recommendations about prospect and donor cultivation, solicitations, and long-term relationship management, providing a daily e-mail for the DO with links and summaries of pertinent news items, locating and sending important articles of interest that appear throughout the workday to staff, and maintaining the Research Group's responsibilities for inputting data and documents into CRM and SmartSearch databases. Will maintain knowledge of prospect research tools and subscriptions used in the field, and investigate new product offerings.

Prospect Research and Gift Specialist, Consumer Reports (Yonkers, NY)

This role leads our research efforts to strengthen the pipeline of current and prospective donors and institutional funders.

Responsible for the research, analysis, and synthesis of large quantities of data into user-friendly and concise documents, this person will play a key role in supporting our fundraising efforts by ensuring development staff and senior leaders have the information they need to gain funding.

Overseeing the department’s constituent relationship management (CRM) software to ensure data integrity and reporting accuracy, this role supports prospect and donor moves management through portfolio reports and analysis.

This is a one year assignment, with the possibility of extension. In addition to salary, health benefits and paid time off are provided.

Click the link above for a full position description and list of key responsibilities.

Associate, Prospect Research, International Rescue Committee (New York, NY)

The Associate, Prospect Research position is responsible for providing data and knowledge management support key to the Prospect Research team’s role in reaching the Global Partnerships and Philanthropy's ambitious fundraising goals; aiding in maintaining reportable information and prospect management systems in the CRM; and supporting the identification and cultivation of the most promising leadership gifts prospects.

Major Responsibilities:

    • Providing general data entry support to the Prospect Research team. This includes, but is not limited to:
    • Creating/updating Salesforce account and contact records with contact information, capacity ratings, affiliations and other key data points
    • Ensuring consistent and accurate data entry
    • Preparing data files to upload into Salesforce to enhance constituent information available for use
    • Using Salesforce to create and maintain basic customized reports for tracking team’s work and prospecting activities
    • Drafting/formatting protocols of established Salesforce and other team processes
    • Maintaining team’s resources including, but not limited to, subscriptions, event calendars, and prospecting sources
    • Conducting basic prospect research including, but not limited to, event support, reviewing news and media sources, and contact information look-ups
    • Supporting other projects and taking on additional responsibilities as needed

      Director of Prospect Research, Central Park Conservancy (New York, NY)

      The Director of Prospect Research is a new position created to strengthen Central Park Conservancy’s fundraising “pipeline” for both annual and capital support. The Director of Prospect Research will manage day-to-day operations of CPC’s organization-wide prospecting and research efforts. The Director will coordinate and execute the organization’s efforts to identify, prioritize, research, and assign the best prospects for leadership gifts ($25,000+) to the Central Park Conservancy.

      Summary of essential job functions:

      • Work with the VP of Development to develop and implement organization-wide program for prospect management, including prospect identification, prioritization, and portfolio assignment.
      • Work closely with the Director of Individual Giving, Director of Corporate Giving, Director of Institutional & Planned Giving, and the Women’s Committee team to identify, prioritize, and consider engagement steps appropriate for top prospects, in order to achieve the organization’s fundraising goals.
      • Identify new prospects for annual, campaign and special project support, as well as leadership for fundraising events on an ongoing basis.
      • Perform research on prospective Board members.
      • Collaborate with Development Directors to advise on defining donor portfolios and creating effective research-based strategies for leadership-level and planned giving prospects.
      • Participate in the planning and execution of annual, capital and other campaigns.
      • Develop a rating system for prospects in database and create protocol for data entry.
      • Develop protocols for organization-wide prospect research including tracking requests from staff and following up on deadlines to ensure timely completion.
      • Prepare guest-list briefing memos for Central Park Conservancy events as needed.
      • Undertake other tasks/projects as assigned.

      Director of Prospect Development, Memorial Sloan Kettering Cancer Center (New York, NY)

      The Director of Prospect Development is responsible for overall leadership of prospect development functions, including prospect management, prospect identification, and prospect research. As such, the team reporting to this leader identifies new prospects for potential assignment to portfolios, ensures fundraisers have the information they need to move assigned prospects through the cultivation cycle, and serves as strategy partners to fundraisers to help them meet their goals. The Director of Prospect Development will collaborate closely with the Director of Decision Science to ensure prospect development processes are created, refined, and standardized to be as efficient as possible, and to incorporate data and analytics deeply and naturally into the fundraising process and management decision-making. In building this function, the Director of Prospect Development will be deeply collaborative with and supported by our fully developed analytics and process team.

      You will:

      • Lead prospect development groups, including prospect research, prospect identification, and prospect management and manage the group team leaders
      • Build a state-of-the-art, integrated prospect development operation customized to the needs of MSK Development
      • Provide leadership in assessment and communication of prospect development policies and procedures
      • Work with fundraising leadership to envision and anticipate future department needs
      • Collaborate with decision science leadership to build and refine the long-term strategy and the innovation agenda for decision science and prospect development at MSK
      • Maintain collaborative relationships with fundraising leadership across the department to identify and develop opportunities to facilitate prospect and information flow throughout the fundraising process
      • Lead a continuous improvement approach to prospect development systems, collaborating with analytics, operations research, development operations, and IT to address MSK’s needs over time.
      • Participate intensively in campaign planning

      Prospect Manager, Memorial Sloan Kettering Cancer Center (New York, NY)

      TheProspect Manager is a strategy partner for a group of individuals and institutional giving officers, collaborating with officers and prospect development team members to optimize portfolios and help move assigned prospects through the fundraising cycle. Collaborating with other prospect development and stewardship colleagues, the Prospect Manager is the hub of a strategic support team for each fundraiser, enabling gift officers to concentrate on building relationships and soliciting gifts.

      You will:

      • Develop and maintain collaborative relationships with a defined group of individual and institutional fundraisers to coordinate prospect and information needs for their portfolios
      • Responsible for the effective management, measurement, and analysis of the movement of prospects through the fundraising cycle in a set of portfolios
      • Maintain close ties with prospect research colleagues to coordinate and serve the information needs of gift officers
      • Work with prospect identification team to assign the best new prospects to specific fundraisers
      • Work closely with fundraisers to determine assignment timing
      • Collaborate with fundraisers and stewardship staff to facilitate seamless relationship management for prospects entering stewardship stage
      • Work with coordinators to implement assignment changes
      • Working with process improvement team, actively participate in continuous process improvement efforts to streamline prospect management processes
      • Act as data steward for prospect management and pipeline data in the CRM database, serving as knowledgeable colleague about correct entry and meaning of prospect management data and collaborating with Development Operations in determining new data structures for relevant information

      Manager of Research, Museum of Modern Art (New York, NY)

      Responsibilities: 

      • Prepares detailed donor and prospect profiles and provides strategy development and prospect management support for fundraising staff/relationship managers, curatorial departments, and the General Counsel’s office for the Museum’s Nominating Committee.
      • Manages research work flow and prioritizes projects for research staff.
      • In coordination with the director of Major Gifts and Campaign, participates in recruitment for select open positions and makes hiring recommendations or decisions for staff vacancies and internships; supervises assigned staff on daily basis, providing relevant training, feedback, guidance, professional development, etc.; ensures compliance with and comprehension of Museum policies and relevant collective bargaining agreement; manages the constructive discipline process, as warranted; conducts annual performance reviews with direct staff; etc.
      • Proactively identifies new prospects and recommends courses of action. Analyzes and summarizes information to support the cultivation and solicitation of top prospects and the highest-level donors and trustees.  Demonstrates sensitivity in handling confidential information.
      • Oversees the use and distribution of wealth-screen information and works across Development to assist with list pulls for segmented mailings to various constituents for a range of solicitation strategies.
      • Updates and maintains non-gift information on prospects and donors in the donor database and develops tracking systems for reporting and donor cultivation.
      • Works on special prospect research projects as requested, particularly for the Office of the Director, the General Counsel, and various curatorial departments.

      Research Services Associate, Bentz Whaley Flessner (remote / Minneapolis, MN / Washington, DC)

      BWF is seeking a full-time Research Services Associate to conduct research projects (verifications, profiles, proactive prospecting). Salary is commensurate with senior analyst-level positions per Apra's 2018 Salary Survey. Position can be located out of BWF's two offices (Minneapolis or Washington, DC), or remote. Click the link above for more details on the position.

      Prospect Research Associate, Environmental Defense Fund (New York, NY)

      Under the supervision of the Director of Prospect Research, the Prospect Research Associate researches, analyzes, and recommends strategy for new prospects and for new opportunities with existing donors and prospects, with a focus on both Foundation and Major Gift opportunities (both in the US and internationally).

      Key Responsibilities:

      • Conducts reactive research and prepares briefing materials for events and meetings, with emphasis on constituents’ wealth, interests (including philanthropic interests) and relationships and analysis thereof.
      • Assesses capacity, interests, philanthropy and relationships to identify and qualify new prospective donors and assesses new opportunities with existing donors, through the following avenues:
        • Prospects suggested by staff and volunteers; also identifies/maps relationships of volunteers and deeply engaged donors for the purpose of identifying new prospects
        • Examines results of wealth and philanthropy screenings of Membership donors to identify those with potential to make major gifts.
        • Identifies potential foundation prospects from external sources including Foundation Directory Online and Chronicle of Philanthropy.
        • Identifies potential major gift prospects from external sources including the Eco-Rich List, lists of top players in key industries from which significant opportunities for support have been identified, annual reports from organizations with like programmatic focus areas, etc.

      Manager of Prospect Research and Donor Stewardship, Brooklyn Botanic Garden (Brooklyn, NY)

      The manager of Research and Stewardship is the point person for donor prospect research/identification at Brooklyn Botanic Garden. This role is pivotal to the future growth in Major and Leadership Gifts and ensuring the vitality and success of many longstanding donor relationships. Responsibilities include development and management of systems for tracking and expanding the donor/research pipeline for the department, and the coordination and production of Major Gift stewardship communications and activities. This position reports to the managing director of Donor Engagement and works closely with the director of Major Gifts. It is part of an overall 15-member department responsible for raising approximately $6 million in annual operating support. The manager of Research and Stewardship will also work with other department staff to support fundraising efforts in other areas as needed.

      Associate Manager of Development Research, New York Public Library (New York, NY)

      Reporting to the Assistant Director of Development Research, the Associate Manager will support a comprehensive prospect research program that supports the Library’s fundraising efforts, with an emphasis on major gifts development and capital campaign initiatives.

      Reporting to the Assistant Director of Development Research, the Associate Manager will:

      • Prepare accurate, relevant, and timely biographical and philanthropic reports on donors and prospects for use in fundraising
      • Conduct financial and biographical research using electronic databases, online search tools, and public documents to analyze and synthesize relevant information to determine philanthropic interests and wealth capacity ratings
      • Screen guest lists for Library events and prepares profiles of notable attendees and prospective donors
      • Manage existing donors and prospects in the development office database; has primary responsibility for integrity of research data in Raiser’s Edge
      • Assist with projects as deemed necessary to support the broader goals of the department

      Research Associate, Charity: Water (New York, NY)

      Reporting to the Senior Manager of Revenue Operations, the Research Associate will support our fundraisers by identifying and researching prospective and current donors. You will work with the Revenue Operations team to find new prospects and help build a moves management strategy to advance and enhance our donor relationships.

      Must-haves:

      • Bachelor's degree
      • 2-3 years of research experience on a fundraising team
      • Experience working with Salesforce, WealthEngine and LexisNexis
      • Proficient Excel skills
      • Detail-oriented
      • Outstanding written and oral communication skills
      • A team orientation and strong work ethic
      • Highly developed interpersonal skills 
      • Project management experience is a plus

      Research Associate, Pace University (New York, NY)

      Reporting to the Director of Prospect Research, the Research Associate will conduct research and prepare reports on prospective and existing major gift donors to the University. S/he will assist the research function in preparation of an upcoming fundraising campaign, as well as assist in special research projects designed to broaden the overall major donor base of the University. The Research Associate will also help to maintain the quality, consistency, and reliability of the alumni and donor data within the department’s constituent relationship management database, Millennium.

      Bachelor’s degree required. One year minimum of related experience in prospect research or fundraising; or 3 years similar experience in business (ie. journalism, finance, project management, legal research, libraries, corporate intelligence) plus have a familiarity with statistics and statistical analysis. 

      Manager, Prospect Strategy and Research, Teach For America (flexible location/telecommute)

      As the Manager, Prospect Strategy & Research, you will directly impact our organization’s fundraising efforts by identifying and evaluating a pool of potential and current donors. With a client facing focus, your prospect development work will contribute strongly to our ability to make strategic decisions regarding fundraising initiatives and campaigns. You will directly manage and execute prospect development activities for a portfolio of fundraising teams, allowing fundraisers to focus on building strong relationships with current and potential donors. Some specific work examples include: defining prospect development strategies, assessing prospect and donor pipelines, and researching and documenting board member and champion networks.

      This position provides the unique opportunity for team members to telecommute or work from one of Teach for America’s 51 regional offices.

      Philanthropic Prospect Researcher, Leukemia & Lymphoma Society (Rye Brook, NY)

      Responsible for identifying, researching, and analyzing prospects for major gift cultivation and solicitation.

      Duties and Responsibilities:

      • Responsible for identifying, researching, and analyzing prospects for major gift cultivation and solicitation.
      • Assess a potential donor’s capacity and propensity to donate.
      • Provide high-level research on individuals, corporations, and foundations using a wide variety of resources.
      • Proactively and independently plan and execute creative strategies to identify sources of major gift private support using creative research techniques and electronic searching methodologies to ensure that major gift officers have sufficient prospects to meet fundraising goals.
      • Develop and execute strategies to ensure that newly identified prospects are presented and assigned to appropriate major gift officers in a timely manner.
      • Supports the implementation of a written, time- and revenue-based plan for research, identification, cultivation, proposal development, solicitation, and stewardship of individual, corporate, and foundation major gifts.
      • Monitors trends in under $10K giving, leveraging available resources to coordinate year-end solicitations, as needed.

      Development Officer for Institutional Giving, Harlem Children's Zone (New York, NY)

      HCZ’s Development Department is seeking a committed Development Officer to support the robust institutional giving efforts of our dynamic team. In this full-time position, the successful individual will play a key role in our foundation, government, and corporate fundraising, balancing an ability to take initiative and work independently with a facility for effective collaboration with his/her colleagues in Development and the organization at-large. This high-profile role liaises with HCZ’s Senior Staff in support of our ongoing priorities and related fundraising goals, and in accordance with our organizational values. The position reports directly to the Director of Institutional Giving.

      Essential Duties and Responsibilities:

      • Manage a portfolio of foundation, government, and corporate funders;
      • Steward current relationships as well as develop strategies to approach new prospects and re-engage lapsed funders;
      • Write compelling proposals and reports, collaborating with staff in and across departments to source content and supplemental information;
      • Work closely with administrative staff to coordinate detailed agendas for meetings and site visits; and
      • Support the team with other projects and events as needed.
      Click the link to apply, or contact Linda Leandre (lleandre @ hcz.org / (212) 234-6200) with questions.

        Senior Assistant Director for Prospect Research and Management, American Museum of Natural History (New York, NY)

        The American Museum of Natural History is seeking a Senior Assistant Director for Prospect Research and Management who will report directly to the Director of Prospect Research and Management. The Senior Assistant Director will be an integral member of the Prospect Research and Management Team and will provide support for the entire Institutional Advancement Department.

        Job responsibilities include, but are not limited to:

        • Compile detailed, in-depth research profiles on donors and prospects.
        • Working with the Director, manage research for select Committee meetings and maintain content for associated 1-pagers and blurbs.
        • Analyze and synthesize accumulated information to assess financial capacity, philanthropic tendencies, giving propensity, and connections to the American Museum of Natural History.
        • Working with the Director, manage, prioritize, and track departmental research requests and follow-up actions.
        • With the Director, work with Gift Officers to provide recommendations on solicitation strategies, where appropriate.
        • Assist Director with quarterly Gift Officer Portfolio Reviews.
        • Work with the Director on the maintenance of prospect management system, including donor rating systems.
        • Use data analytics to help inform the creation and modification of Gift Officer portfolios, and when developing prospect lists.
        • Maintain the Research Team to-do list, including tracking research requests and follow-up actions.
        • Proactively create, and subsequently maintain, prospect lists for exhibitions and special projects.
        • Master the use of external informational databases including Relationship Science, Lexis Nexis, iWave, and Research Point.
        • Manage Research Team and respond to urgent requests if/when Director is unavailable.
        • Staff Institutional Advancement events in the evening as needed.

        Prospect Research Associate, American Jewish Committee (New York, NY)

        To identify, collect, organize, manage, and analyze information on donors and potential donors of strategic importance to AJC in order to enhance the ability of lay leaders, AJC’s CEO, Development staff, and other solicitors to successfully acquire support for activities and programs and determine prospects’ relationship to AJC. The individual does all this while adhering to AJC’s core values: Respect, Teamwork, Integrity, Excellence, and Accountability.

        Specific Responsibilities:

        • Conduct proactive research focused on lead generation in order to enhance the pool of prospective donors and further the fundraising priorities and goals of AJC.

        • Identify, investigate, analyze, organize and evaluate information from a variety of sources (electronic and print) to determine the financial capacity, philanthropic interests, and relationship to AJC of the highest-level donors and prospects.

        • Work with Development colleagues to develop and implement moves management policies and procedures to keep all active portfolios up to date and prioritized. Use Raiser’s Edge to support prospect moves management and assure that a dynamic prospect pipeline moves forward.

        • Devise strategies for obtaining new prospects in order to ensure the ongoing development, expansion, and renewal of the prospect data base and pipeline. Identify, organize, and maintain prospect information files, both electronic and paper.

        • Establish and organize regular prospect review meetings for staff and lay leaders in order to manage AJC's prospect pipeline and organize solicitations.

        • Oversee wealth screening activities of major prospects and maintain guidelines for best practices for wealth management.

        • Conduct background checks as part of AJC’s due diligence to screen potential event honorees for award consideration to assure AJC’s reputation and integrity.

        Deputy Director of Prospect Research, United States Fund for UNICEF (New York, NY)

        UNICEF USA seeks an experienced prospect research leader to identify new prospects and conduct research on ultra-high-net-worth individuals, foundations, organizations, and corporations in support of its fundraising efforts. Reporting to the Senior Director of Prospect Development, the ideal candidate will create strategies, systems, and products that will help frontline fundraisers identify, engage, solicit, and steward donors. The Deputy Director of Prospect Research will collaborate and work laterally with team members and frontline fundraisers based across the United States to support our divisional revenue goal of $470 million and help ensure continued growth and the organization’s ability to meet its fundraising goals in future years.
         
        Key Responsibilities/Outcomes:

        • Oversee the organization’s prospecting strategy and execution for top potential partners and donors.
        • Collaborate with fundraising team leaders on prospect identification needs and criteria.
        • Collaborate with frontline fundraising account managers and gift officers to build their portfolios and to move top prospects through the donor cycle.
        • Advise the organization on best practices in prospecting and industry trends in new sources of high-dollar-gift donors. 
        • Prioritize prospecting and research requests that will drive the most revenue in the long-term.
        • Supervise prospect research staff so that they best contribute to the organization’s mission and revenue goals and liaise with outside research consultants on prospecting and research projects.
        • Guide regular prospect/donor strategy meetings to help develop action plans for engaging, soliciting and stewarding donors.
        • Assess the organization’s fundraising opportunities in particular industries, geographies, and demographics and for particular funding projects.
        • Lead trainings for fundraising staff in best practices for research from non-subscription sources.
        • Using subscription databases and online resources of public information, analyze, interpret and synthesize biographical and financial information; philanthropic capacity and inclination; the organization’s access to the prospect; solicitation amounts and potential funding projects.
        • Create concise, accurate, and timely donor research reports, including prospect profiles, event bios/briefings, executive bios, and board nomination bios.
        • Research and suggest potential board candidates.
        • Actively stay on top of news, philanthropic publications and alerts to identify new prospects, the latest trends in prospect research, and new tools and resources.
        • Routinely make research-verified updates to refresh donor database information; keep fundraisers apprised of changes.
        • Implement a data-driven method of tracking the impact of prospect research work.
        • Manage relationships with research database vendors on behalf of Prospect Development team.

        Assistant Manager of Prospect Research, New York Road Runners (New York, NY)

        Reporting to the Director, Development and Philanthropy the Prospect Research Assistant Manager serves as a member of the NYYR Development and Philanthropy Team. The Prospect Researcher will provide in-depth research services and prospect management in support of NYRR fundraising and philanthropic membership goals.

        • Develop a proactive prospect identification process & guidelines to grow the NYRR prospect pool from annual donors, members, runners and others.
        • Use a variety of data sources to compile information and prepare qualitative research reports to assess the giving ability of prospective donors both domestic and international.
        • Draft research documents assessing the giving capacity of prospective donors combined with affinity for NYRR programs.
        • Prepare documents including wealth assessments, research profiles, meeting briefings, and event briefings for senior leadership and development staff.
        • Work collaboratively as a member of the Development team:
          1. Assist with reactive research from Major Gifts and Principal Gifts teams.
          2. Assist the team with preparation of background documents for Board meetings and events.
          3. Supervise interns and part time staff
          4. Perform other duties as assigned.

        Director, Prospect Research and Management, New Jersey Institute of Technology (Newark, NJ)

        Reporting to the Associate Vice President for Development & Alumni Relations, the Director of Prospect Research and Management oversees prospect research and prospect management and is responsible for identifying, qualifying, researching, and analyzing prospects for major and leadership gift cultivation, engagement, and solicitation, with a focus on pipeline development/moves management. Such research and analysis serve as part of the necessary foundation of the Development & Alumni Relations office’s donor engagement and philanthropic fundraising efforts, and contributes directly to their success. Prospect research involves identifying new prospects for engagement and researching known prospects; both areas offer frontline fundraising staff essential information on donors and prospects, enabling them to focus their time and energy on the appropriate constituents and to make the right ask at the right time. The Director will be proactive, as well as responsive to inquiries from Development & Alumni Relations staff and senior administrators, in providing comprehensive up-to-date prospect profiles and briefings structured to enhance their ability to successfully secure support for the needs and priorities of the university. The Director will investigate and prioritize alumni and other individuals, industry leaders, corporations, foundations, and other organizations, with a view to securing from these constituencies major and leadership gifts that directly benefit NJIT’s mission and goals.

        Prospect Identification Analyst, Princeton University (Princeton, NJ)


        The Prospect Development and Research (PDR) team at Princeton University is looking for a capable individual to fill a newly created Prospect Identification Analyst position. Reporting to the Associate Director of Prospect Research, the Prospect Identification Analyst will be responsible for identifying individuals with the inclination and capacity to provide financial support to the University; gathering and presenting data from internal and external sources to inform the fundraising efforts of Advancement; and, supporting Advancement colleagues to ensure research needs are effectively addressed. Candidates will build collaborative relationships, communicate effectively, maintain strict confidentiality, accommodate shifting priorities, and meet deadlines within a customer-service oriented environment.

        Responsibilities:

        • Develop a prospect identification strategy, program, and schedule to support University fundraising priorities.
        • Using advanced online databases, internet and other reference sources, identify individuals with sufficient financial capacity and/or inclination to make major gifts to the University.
        • Provide background information, financial data, and capacity evaluations on potential prospects to inform the fundraising efforts of Advancement.
        • Complete industry, employment, wealth list, and cohort reviews to ensure robust prospect pipeline development.
        • Generate fundraising priority and/or cohort specific lists, as required.
        • Oversee annual and ad-hoc electronic wealth screenings, manage preparation of data for screening, review and evaluate screening results, and identify prospects for research.
        • Assess, maintain, and forecast screening usage data for annual vendor negotiation.
        • Contribute to PDR initiatives and participate in annual department projects such as parents review; assist with special projects as needed, and meet project deadlines.
        • Ensure the integrity of research and prospect information within the Advancement database; monitor targets, transactions, and other events.
        • Review online and print publications and contribute prospect-related or industry-specific articles to weekly department newsletter distributed to Advancement staff.


        Prospect Analyst, West Point Association of Graduates (West Point, NY)

        West Point Association of Graduates (WPAOG) is seeking a Prospect Analyst to be an integral participant infundraising efforts for the United States Military Academy (USMA). This position reports directly to the Assistant Director of Donor Strategy and Analytics.
        As part of the Donor Strategy and Analytics team, this individual will work closely with the one other Prospect Analyst and the Senior Director and Assistant Director, as well as frontline fundraisers. Duties will include conducting proactive prospect research to build a continuous discovery pipeline, tracking current prospects to assist in identifying key engagement opportunities, developing and running reports to monitor the progress of the cultivation cycle, and other moves management tasks. This position will also be responsible for updating information in Blackbaud CRM and validating capacity ratings. The Prospect Analyst will also have shared
        responsibility for preparing bios for several events throughout the year while also preparing research profiles, responding to questions and requests for brief research, and taking care of other research and database maintenance needs. This position will also be involved in some of the new data analytics helping to drive fundraising strategies.

        Prospect Research Analyst, Mount Sinai (New York, NY)

        Mount Sinai Health System seeks a Prospect Research Analyst who excels at the full range of prospect research activities, from identifying and qualifying potential individual prospects to building portfolios for our frontline colleagues. We are especially interested in a new team member who enjoys information management and data visualization, is technologically savvy and detail-oriented. The ideal candidate has an inquisitive mind, strong analytical and communication skills, and is a willing and positive team player.

        The Prospect Research Analyst is part of a six-person team responsible for prospect research and identification and pipeline management. The Prospect Research Analyst will conduct verification-level prospect research and assist with portfolio coding and management. This position reports to the Associate Director of Prospect Research in the Office of Development. 

        Click the link above to apply, or contact Yoona Kwon (yoona.kwon @ mountsinai.org) with any questions.




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