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Oversees all prospect management and research activity for assigned constituency programs and/or academic units. Position is responsible for implementing prospect management strategies, business processes, and protocols. Partners and consults with program or unit lead development officers to ensure portfolio compilation and stage migration is in compliance with Advancement guidelines. Position provides insights and recommendations to enhances prospect qualification, cultivation, and solicitation strategy. Partners closely with Prospect Development Analysts to research and identify new prospects. Coordinates with Assistant Director of Prospect Development and Director of Prospect Development on all principal-level prospects.
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40 |
Partners with assigned fundraising staff to build research resources, data analysis, and training to maintain robust portfolios and status relative to overall goals.
- Holds monthly and annual portfolio reviews with development officers from assigned constituency programs and/or units provides strategies to encourage healthy portfolio churn, and ensures the development officer is on track to meet goals. Provides counsel to individual fundraisers and UA staff in the appropriate use and application of research materials in prospect assessment. Conduct training that complies with best practices and UA policies of proper documentation of actions, stage changes, proposals, qualifications, and disqualifications.
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15 |
Designs, prepares and maintains complex reports and analyses for fundraising team to track progress, results, goals and objectives.
- Oversees all prospect management, research, and analysis prepared for assigned units, actively participating in regular portfolio review meetings with key development officers. May prepare research and analysis or communicate findings from research and analysis prepared by other Prospect Development staff. Understand unit and gift officer metrics and annual goals, and ensure metric data is collected and properly entered into the database. Ability to perform complex analyses and organize information to identify philanthropic patterns, tendencies, and relationships primarily among individual donors and prospects.
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15 |
Contributes to identifying prospect strategies, donor stewardship plans and event strategies to achieve campaign and annual goals and to advance donor relationships.
- Communicates business rules, presents analyses, and makes prospect strategy recommendations to assist development officers in moving prospects through the development cycle.
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15 |
Monitors documentation entered by development community, follows-up, and identifies when appropriate to escalate. Verifies accurate documentation and reporting. Maintains and enhances database(s).
- Conduct audits and creates reports on schedule and ad hoc as needed to ensure consistency and accurate information entered into master database. Regularly reviews contact reports to analyze trends, identify areas of collaboration across campus, recommend next-step strategies, and ensure contact report is classified properly for gift officer metrics.
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15 |
