Associate Director, Prospect Research and Information Systems
JOB TITLE: Associate Director, Prospect Research and Information Systems
DEPARTMENT: Director’s Office/Office of Development
REPORTS TO: Director of Advancement Services
Reporting to the Director of Advancement Services, the Associate Director of Prospect Research and Information Systems is responsible for providing key support to the Institute’s fundraising efforts, serving as an integral resource of information essential to the identification, cultivation, solicitation, and stewardship of donors and prospective donors, including the preparation of complex briefings and donor profiles for meetings and events. In addition to prospect research, analytics, and strategic support of fundraising, communications, and institutional administration, the incumbent will be responsible for data integrity, information systems management and database administration/reporting.
Position Duties and Responsibilities
Prospect Research, Analytics, and Strategic Support (45%)
- Compile, analyze, and interpret data from a broad range of sources in order to:
- Evaluate/rate donors and prospects and identify new prospects for annual giving, planned giving, and major gifts – approximately 250 actively managed prospects.
- Provide key support to inform prospect strategies, collaborating with prospect managers to create and maintain prospect pipeline, providing appropriate analysis and reports to support decision making and systematically track progress.
- Identify funding opportunities, with particular focus on detecting/discovering relationships among individuals, organizations and groups.
- Draft confidential and thoroughly researched profiles, reports, and briefings tailored to the needs of senior staff, the Director, and Board members.
- Rate and track the prioritized list of Nominating and Governance committee prospects.
- Respond to inquiries and requests from the Chief Development Officer (CDO) and other development colleagues.
- Support stewardship planning for major gift and principal gift donors, as needed.
- Support Nominating and Governance committee activities, communications, and meetings. Produce meeting minutes and lists of follow-up responsibilities, as needed.
- Collaborate with the Associate Director of Donor Relations in the compilation of donor lists for Annual Report and invitation lists for events.
Information Systems Management (25%)
- Provide training and oversight of development staff on database use and all compliance matters.
- Work with the Director of Advancement Services to develop, implement, and manage systems, policies, and procedures for tracking donors and prospects.
- Collaborate with relevant Development team members to streamline processes and procedures for the entry, moves management, acknowledgement, and stewardship of gifts. Assist with data management systems for donor events, as needed.
- Regularly conduct primary and secondary research on best practices and trends in fundraising data management and reporting, including IRS charitable giving guidelines.
- Maintain fluency in current technologies and advance skills in emerging technologies as needed, via courses, webinars, and professional conferences.
Database Administration (20%)
- Collaborate with the Director of Advancement Services and IT staff to ensure database and other tools are current, fully functional, and effective in serving the needs and advancing the goals of the Office of Development.
- Work with the Development Database Administrator to provide advice regarding the following primary responsibilities:
- Maintenance of Raiser’s Edge database, including gift entry; consistent, logical, searchable entry of biographical data, contact information, donor/prospect notes and actions, attributes, media, and events. Supervise maintenance and editing of existing procedures manual; development of new procedures as necessary.
- Monthly reconciliation of gifts by donor/fund with Accounting office.
- Weekly, monthly, quarterly, and annual gift reporting. Other reporting as needed.
- Consistent and accurate flow of information between P-3 database and Raiser’s Edge database.
- Support development team with queries as necessary (mailing lists, holiday card list, targeted appeals, etc.)
All other duties and responsibilities as assigned by the Chief Development Officer (10%)
- Excellent quantitative analysis and strategic thinking skills.
- Strong customer service orientation.
- Strong organizational, written, oral, presentation and interpersonal skills.
- Ability to forge relationships with colleagues throughout the department and across the Institute fostering teamwork and collaborating to drive results and achieve collective goals.
- Project management expertise; ability to prioritize and manage deadlines and multiple projects simultaneously, maintaining flexibility and attention to detail as well as grace and effectiveness under pressure/short deadlines.
- Ability to present data clearly and concisely in a variety of ways to meet the needs of a variety of audiences.
- Knowledge of best practices and ability to implement new systems to conform to these practices at the level appropriate to IAS fundraising efforts.
- Strong knowledge of and ability to use computer technology to efficiently accomplish work, using e-mail, the Internet, database management software, and Microsoft Office programs, including Word, Excel, PowerPoint, and Outlook. Knowledge of Raiser's Edge required.
- Ability to maintain strict confidentiality and handle sensitive information and material in a discrete manner.
- Development Database Administrator
Education, Experience and Knowledge
- Bachelor’s Degree or equivalent required.
- A minimum of 5 years of relevant experience required.
- Prior experience in prospect research and fundraising databases.
- Extensive knowledge of online research services and wealth screening tools.
- Expertise in Blackbaud Raiser’s Edge system.
- Ability to organize and manage a diverse range of assignments and projects with high efficiency, attention to detail and follow-through.
- Strong interpersonal skills and ability to work productively as a team member required.
Please note that proof of COVID-19 vaccination is required to work at the Institute.
Individuals are eligible to request an accommodation based on a medical exemption or profession of sincerely-held religious beliefs.
The Institute for Advanced Study is an equal opportunity institution encouraging a diverse pool of applicants. We believe in the inherent value of diversity and equal opportunity, recognizing that a truly diverse workforce will bring a wider array of perspectives, as well as more innovative and effective solutions, to the organization. As a community dedicated to intellectual inquiry, we are resolutely committed to the values of diversity, equity, and inclusion. We offer a competitive salary and benefits package which includes subsidized health and dental insurance, an excellent retirement plan, and a generous paid time off program.