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- Research and Analysis:
- Compile and analyze detailed biographical and asset data on individuals to determine gift capacity, Lehigh affinity and philanthropic giving, and updating the database accordingly. Investigate prospect's financial status, including stock holdings, salary, real property, and community philanthropy. Research history of relationship, contacts, and philanthropy with Lehigh University.
- Identify and access all pertinent reference and library sources, including hard-copy and on-line references, Lehigh University Archives, and local and national libraries. Identify and obtain detailed financial disclosures, including: SEC shareholder filings, IRS 990 filings, proxy statements, corporate annual reports, property records, and corporate and biographical references. Identify and access a variety of proprietary databases and various Internet sites. Using creativity, initiative, and judgment, determine and locate additional sources of prospect information.
- Review, analyze, and synthesize data as it relates to the fundraising strategy. Determine information pertinent to prospect's potential, propensity to give and the solicitation process. Verify facts; resolve discrepancies between various sources. Identify philanthropic patterns, tendencies, and relationships among individuals, and family foundations.
- Using wealth and data analytic screenings, validate/qualify those with the potential to make major gifts. Provide counsel to gift officers regarding the interpretation of prospect research data.
- Assist in the proactive identification through projects and resource-based identification efforts Create, vet and maintain news articles on key major gift prospects.
- Adhere to and keep abreast of current best practices in Development Research, including maintaining the confidentiality of donor data and handling all data in a discrete and ethical manner Assist on special projects and perform other duties as assigned.
- Prospect Profile and Briefing Development:
- Compose and edit written summary and briefing reports on major gift prospects for University senior leadership.
- Collaborate with the gift officer and be a participant in the evolution of the profile writing process.
- Translate complex corporate and asset-based language into easily comprehensible terms.
- Use appropriate and standard grammar, style and content tailored to the audience.
- Project Management for Key Research Initiatives:
- Serve as project manager on projects as assigned by the director of prospect management and research.
- Collaborate with gift officers and DAR partners on the structure, process and deliverables of these projects. Keep key players abreast of project progress and any changes in deliverables.
- Bachelor's degree in Liberal Arts, Economics, Social Sciences, Business, a related field or the equivalent combination of education and experience
- One to three years of related work experience in a higher educational institution or non-profit organization
- Advanced online research work within a development office helpful
- Research experience and statistical analysis helpful
- Strong organizational skills
- Strong communication and interpersonal skills
- Experience reading and interpreting financial statements helpful
Development Researcher - Bethlehem - Lifelancer
Description
Job Title: Development Researcher
Job Location: Bethlehem, PA, USA
Job Location Type: Remote
Job Contract Type: Full-time
Job Seniority Level: Entry level
Unlock Your Potential to Drive Meaningful Impact:
We are seeking a highly motivated Development Researcher to join our exceptional team in the Office of Development and Alumni Relations (DAR) at Lehigh University. As a Development Researcher, you will play a pivotal role in enhancing Lehigh University's fundraising success.
Your Key Accountabilities:
Qualifications:
Lehigh University is a dynamic and inclusive community that values diversity, innovation, and excellence. As an employee, you will enjoy a collaborative and supportive work environment, competitive compensation and benefits , and numerous opportunities for professional growth and development. We encourage you to apply for this exciting opportunity if you are passionate about higher education, possess exceptional research and analytical skills, and thrive in a fast-paced and rewarding environment. This position offers a salary range of $46,180-$55,420.
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