Prospect Development Coordinator

General Description

The Prospect Development Manager is responsible for conducting proactive and reactive prospect research, portfolio reviews and rebalancing, donor pipeline management through data analysis, and maintaining prospect data in the CRM. This role also serves as a research and support partner for relationship managers across the development department.

Key Responsibilities and Essential Functions

Prospect Research:

• Conduct comprehensive research on individual, corporate and foundation prospects while utilizing public and subscription-based research tools

• Produce prospect profiles, briefings, and executive summaries based on analysis of wealth, philanthropy, interests, engagement, and connections

• Proactively identify and research new major gift prospects and make recommendations for portfolio assignment

• Apply innovation and creativity, demonstrating knowledge across the organization, to identify and assess new prospect groups

• Analyze and interpret research findings and emerging trends to deliver insights and prospect strategy recommendations

• Complete monthly wealth screenings of individual donors

• Manage relationships with prospect research vendors

• Participate in professional development opportunities and member events through APRA (association for prospect development professionals)

Relationship Management & Portfolio Support:

• Collaborate with the relationship managers on prospect research and strategy for individuals, corporations and foundations

• Conduct portfolio review meetings and rebalance portfolios by analyzing prospect and engagement data

• Manage portfolio updates in the CRM by utilizing export and import functionality

• Provide timely response to multiple requests from gift officers for prospect research and portfolio updates

• Monitor news sources and share relevant articles on donors and prospects with gift officers regularly

• Provide onboarding of prospect development policies and procedures for new staff

• Meet regularly with the Chief Philanthropy Officer to support management of opportunities and engagement

Board of Directors Support:

• Serve as a key staff partner to the Board Development Committee, working closely with the Executive Assistant to proactively prepare for committee and board meetings, as well as manage board prospecting related work of the committee on a calendar year

• Manage the board prospect pipeline, including researching board prospects and recommending portfolio assignments as appropriate

• Participate in board committee meetings by taking notes on activities, managing next steps, and staffing the Chair, CEO, and CPO

• Enter board prospect research and activities in the CRM and use discretion when entering information

Data Maintenance & Process Improvement:

• Ensure that prospect data is up-to-date, accurate, and properly documented in the CRM

• Create and maintain standard operating procedures for prospect development

• Bring suggestions for improved partnership and ways of supporting the CPO

• Make recommendations on how to present research and identify innovative ways to improve current processes

Qualifications

Qualifications

• Associate or bachelor’s degree preferred

• Five or more years of experience in a fundraising environment

• Prior experience in prospect development

• Proficiency in MS Office software, including Word, Outlook and PowerPoint, with an emphasis on Excel

• Experience utilizing fundraising CRM’s such as StratusLive, Salesforce or Raiser’s Edge

• Experience using prospect research tools such as iWave, Kindsight, and Instrumentl

• Demonstrated ability to work independently while managing multiple deadlines

• Strong verbal and written communication skills

• Ability to organize and complete multiple tasks simultaneously, with close attention to detail and prioritization to meet deadlines

• Strong sense of discretion, confidentiality, and an ethical approach to fundraising

• Ability to work with a high degree of flexibility, accuracy, and attention to detail

• Demonstrated ability to work collaboratively in a team environment

Benefits:

• Health, dental, and vision insurance coverage
• Employer-paid life and disability insurance
• Employee Assistance Program
• 403(b) retirement plan with employer contribution
• Generous paid time off
• Parental leave
• On-site gym
• $3,000 annual employer-paid ThrivePass lifestyle and wellness benefit program
• $250 employee referral bonus