- In partnership with the Prospect Research team, provide support to inform prospect management strategies for fundraising colleagues.
- Build and maintain fundraiser portfolios, ensuring that top prospects are actively managed by fundraisers.
- Regularly review and manage prospect holding pools to determine when assignments to fundraisers are appropriate.
- Participate in and/or lead portfolio review sessions with fundraisers and prospect researchers, as needed.
- Implement methods to evaluate portfolio productivity and fundraiser activities/strategies.
- Provide proposal-related support to fundraisers, including proposal pipeline process and movement.
- Ensure the effective and timely capture of relationship management data, and its entry into the donor database, as appropriate.
- Establish a strong partnership and open communication with fundraisers and other UMAF colleagues.
- Contribute to the improvement of processes and procedures for prospect management and prospect development.
- Provide ad hoc prospect list generation for fundraisers to assist in identifying prospects ready for outreach or assignment.
- Assist with training and work oversight of student workers, as needed.
- UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time.
- Required Qualifications:
- Bachelor's degree and 2+ years of experience in prospect research, prospect management and/or prospect development, or an equivalent combination of education and experience.
- Strong analytical skills, as well as written and verbal communication skills.
- Strong interpersonal skills with the ability to work within a customer service-oriented environment.
- Experience with Microsoft Office suite, including Word, Excel, and PowerPoint.
- Preferred Qualifications:
- 2+ years of experience in prospect management.
- Experience working in a large university.
- Experience with Ellucian Advance database.
- 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days.
- 4-day summer work week.
- 401(k) plan. You contribute 5% and receive a 10% match.
- Health insurance packages for medical, dental, and vision.
- 16 weeks of paid parental leave to use within 1 year of childbirth. An additional 6 weeks available for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave.
- Learn more about our benefits .
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Prospect Management Analyst - Hadley, United States - University of Massachusetts Amherst Foundation
Description
About University of Massachusetts Amherst Foundation
Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation.About the role
Reporting to the Associate Director of Prospect Management, the Prospect Management Analyst is a member of a team responsible for maximizing the fundraising potential of portfolios, including the strategic alignment of gift officer portfolios, incorporating identified strategies and plans, progress tracking through the donor cycle, and accurate reporting towards goals, as well as managing a move management system to drive progress towards the successful completion of all planned solicitations.Location: This is a full-time hybrid position and is open to employees in select US states: Massachusetts, New York, Connecticut, Rhode Island, and New Hampshire.
What you'll do
Qualifications
BENEFITS
$58,000 - $63,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. View our DEI Statement here
We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. We recognize that the benefits of a diverse team are fully realized when people of all races, gender identities, ages, ethnicities, cultural heritages and nationalities; educational backgrounds; religious and political beliefs; sexual orientations; abilities; and socioeconomic and veteran status are valued, respected, and included at every level. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact to request accommodation. OUR VALUES (S.T.E.W.A.R.D.S)UMAF is committed to building a team with these shared values: Service : We focus on the needs of others above ourselves and support our colleagues when they need help. Trust, Transparency, and Teamwork: We value honesty, trustworthiness, and open communication. Our colleagues can count on us for support. Excellence: We pursue excellence in all that we do - each time, and learn and grow as a team. Wellness: Our work culture provides flexibility and empowers individuals. Accountability: We accept full responsibility for our decisions, actions, and results. Respect: We respect each other and celebrate our different ideas, strengths, interests, and cultural backgrounds. Donor-Centric: We find intersections between donor's experiences and values, and our organization's priorities and funding needs. Synergy: We connect, communicate, and collaborate within teams, and across functions to enhance our effectiveness and impact.
Questions regarding the position or anything else related to careers with UMAF may be directed to the People & Culture team at
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