- Manage new prospect identification strategies based on analysis of wealth indicators, philanthropy, interests, engagement, and connection to the BSO. Conduct screening projects; evaluate and analyze results.
- Using a wide variety of prospect research resources, compose in-depth, confidential profiles on individuals, foundations, and corporations that are carefully proofread and edited for accuracy, completeness, and clarity. Provide research support for executive briefings, board nominations, and event briefings, as needed.
- Assess and assign estimated giving capacity and other prospect ratings based on financial research and analysis.
- Develop and curate a wealth screening approach and associated strategies for surfacing new prospects across a wide range of opportunities, including annual support, endowment, campaign, capital, and special project funding.
- Create concise, accurate, and timely corporate and foundation research products that include organizational history, financial data, news, philanthropic priorities and potential BSO connections.
- Evaluate research requests to determine appropriate level of detail required.
- Update and maintain Research components of the CRM database, logging new information and requesting updates as needed to biographical and relationship data.
- Monitor various media sources and leads from development colleagues to identify new prospective donors and uncover additional information on current prospects; email relevant articles to Development staff as needed.
- Evaluate current research resources and recommend new acquisitions. Keep current on best practices in Development Research and emerging trends in philanthropy.
- Manage temporary research staff as needed; coach supporting staff member who has Development Research a component of their job responsibilities.
- Bachelor's degree required with 5-7 years of experience in development research, prospect management, fundraising and/or equivalent, preferably in an arts, higher-education, or other non-profit environment.
- High level of proficiency with fundraising databases and research tools; demonstrated ability to analyze and synthesize high volumes of information.
- Ability to accurately interpret financial data from a variety of sources.
- Strong writing skills. Must be able to draft concise research documents with attention to accuracy and detail.
- Excellent organizational skills to handle several projects simultaneously, prioritize, meet deadlines, and work independently.
- Ability to be flexible and responsive to changes and shifting priorities.
- High degree of professionalism and ethical sensitivity. The ability to handle confidential information with discretion is essential.
- Knowledge of Tessitura or other CRM databases is desirable.
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Associate Director of Prospect Research - Boston, United States - Boston Symphony Orchestra
Description
Summary/ObjectiveJob Description
About the BSO
Founded in 1881, the Boston Symphony Orchestra (BSO) is one of the premier orchestras in the world. The BSO is committed to bringing world class music and performances to the local and international communities. The key to our success has been our employees, from the musicians onstage to those behind the scenes.
About the Role
The Associate Director of Prospect Research will lead the areas of prospect research, prospect identification, and prospect analysis to support immediate and long-term fundraising and engagement goals of the BSO. The Associate Director will leverage professional experience and provide strategic insight to help proactively build a pipeline and drive philanthropic revenue. Reporting to the Director of Development Operations and partnering throughout Development, this position plays a key role in defining prospect research strategy.
Job Responsibilities:
QUALIFICATIONS:
