- Build regional and initiative-based prospect portfolios for front-line fundraisers, meeting regularly with the Director of Prospect Research and Management and other IA colleagues to review, rate, and assign new prospects
- Conduct in-depth biographical and financial research through a variety of sources including but not limited to periodicals, financial vehicles, newspapers, data source searches, in-house files and census, obituaries, and consultation with other Haverford staff
- Leverage data from internal CRM (Raiser's Edge/NXT) and external vendors to identify prospects for specific fundraising priorities, event invitations, and leadership roles, and establish, document, and provide training on procedures
- Maintain, update, and analyze prospect information in Raiser's Edge system
- In collaboration with Advancement Operations colleagues, assist in wealth and philanthropic evaluations on prospects including data mining projects and vendor screenings to proactively identify new major donor prospects and assigning them to development staff
- Assist with preparing briefing materials for the Vice President for Institutional Advancement, the College President, and other College leadership
- Collaborate on preparing Prepare engagement summaries, briefing materials, biographical synopsis, and philanthropic snapshots on prospects for colleagues across the College including the Vice President for Institutional Advancement, the College President, and other senior leaders
- Other duties as needed to fulfill the responsibilities of this position
- Bachelor's degree or equivalent relevant experience
- Two (2) years of experience in advancement, research, or related field
- Experience in uncovering and evaluating information through online research with the ability to identify new prospects both through proactive (researching and identifying prospects from various sources, including electronic, in-house and text materials) and reactive (responding to requests for information from others) research
- Ability to analyze and synthesize information from a variety of sources and to provide an accurate evaluation of a prospect's gift potential
- Familiarity with current research techniques and resources, including electronic and print databases
- Excellent project management skills with the ability to manage multiple projects simultaneously
- Ability to work collaboratively across multiple constituent groups and with highly sensitive information
- Effective communication skills with the ability to synthesize complex information into distillable snapshots
- Ability to demonstrate sensitivity to social, cultural, and economic differences and partner across diverse constituencies while exhibiting sound judgment with confidential information
- Support Haverford's commitment to advancement and institutional diversity, equity, and access (IDEA)
- Demonstrate advanced-level technical/computer skills that include proficiency with standard applications (e.g., Microsoft Word, Excel, PowerPoint, Google)
- Experience with ResearchPoint or other research software
- Experience creating queries, exports, and reports
- Possession of a valid U.S. Drivers' License and ability to pass a Motor Vehicle Record check
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Associate Director of Prospect Research - Haverford, United States - Haverford College
Description
Job TitleAssociate Director of Prospect Research
Job Description Summary
Haverford College invites applications for our full-time (37.5 hours per week), exempt, benefits-eligible Associate Director of Prospect Research opportunity.
Job Description
Haverford Offers Great Benefits: The College offers a comprehensive benefits program that includes possible work-from-home opportunities, automatic 10% retirement contribution to your retirement account upon eligibility (no match required), a 50% tuition benefit for dependent children upon eligibility, 14 paid holidays (including the week before New Year's Day off), Health Savings Account contribution of $650 for individuals and$1300 for families (no match required), affordable medical plans, and a beautiful arboretum campus with walking trail and easy public transportation access. Please visit the Benefits page ) for more information.
Work Location: This position will be eligible for a hybrid work schedule, pursuant to the College's Work Location Policy.
About Institutional Advancement
The next decade will be a time of significant transformation and growth as Haverford approaches the 200th anniversary of its founding in 1833. This is an exciting time to join Haverford's Institutional Advancement (IA) team - a team whose work helps to strengthen the unique learning experience at the core of the College's mission. With a people-first, data-driven approach to philanthropy, the IA team builds and stewards relationships with the College's deep constituency base. Under new leadership and with a focus on the future, the IA team is expanding its impact by leading a comprehensive, multi-faceted campaign aligned with Haverford's strategic plan, Haverford 2030. As the campaign ramps up, the team is looking for enthusiastic and dedicated philanthropy professionals who want to innovate and usher Haverford College into a new era.
Built upon a Quaker foundation of hands-on, values-based learning, Haverford fosters a transformative, inclusive community of inquisitive students, exceptional faculty, and dedicated staff who are wholly invested in the institution. Haverford instills in its students self-directed leadership and active engagement within the College and beyond, leading to an alumni constituency, including parents, families, friends, and more, who believe deeply in the College's mission and are committed to Haverford's long-term success and sustainability in an ever-changing landscape.
About the Position
The Associate Director of Prospect Research is a key partner within Haverford College's Institutional Advancement division. This individual will be responsible for creating optimal portfolios, identifying and evaluating strategic prospect pipelines in relation to fundraising opportunities, and building and utilizing prospect management tools effectively including training others.
Primary Responsibilities
Minimum Qualifications
Special Requirements
Haverford College is an Equal Opportunity/Affirmative Action employer committed to diversity, equity, inclusion, social justice, and providing equal opportunities and access to all individuals regardless of race, ethnicity, religion, gender identity, sexual orientation, national origin or ancestry, age, marital status, disability, or veteran status. Women, non-binary and transgender individuals, people of color, Indigenous people, and those with other or multiple historically marginalized and/or underrepresented identities are especially encouraged to apply. Haverford College and our consortial partners are located on Lenape lands.
