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Director of Prospect Management and Development Operations, Friends of the High Line
Prospect Research Associate, Birthright Israel Foundation
Please follow the link for the job description.-
Prospect Research Manager, Harlem Children's Zone
Harlem Children’s Zone, Inc (HCZ) is a multi-site, multi-program community organization that provides a unique and comprehensive interlocking network of education, social and health services, and recreation to more than 27,000 children and adults in Central Harlem. The majority of the children HCZ works with go to public schools and attend its engaging after-school programs. Whether in its Promise Academy charter schools or public schools, HCZ’s high standards and expectations are the same for all of its children—ensuring that all of them are on track to attend college and successfully graduate with degrees. HCZ’s overarching goal is to create a "tipping point" in the neighborhood so that children are surrounded by an enriching environment of college-oriented peers and supportive adults. Nationally and internationally recognized for its early and progressive intervention programs, HCZ has been lauded by The New York Times as “one of the most ambitious social-policy experiments of our time.”
We are seeking an experienced and committed Prospect Research Manager to join the organization’s dynamic and fast-paced Development department. The Prospect Research Manager is responsible for proactive and responsive research, and is an integral part of a professional Development team. The successful candidate will have an inquisitive mind and the ability to distill complex information into clear, well-written documents for our front-line giving officers and senior administration. This position reports to the Director of Major Gifts.
Essential Duties and Responsibilities
• Provide research services in support of Development fund-raising activities and priorities
• Exercise independent judgment and experience, conduct proactive and reactive research on prospective and current donors
• Utilize subscription research tools and other resources to locate, analyze and interpret financial capacity and propensity, including compensation information, stocks/options and retirement plans, property transactions, and philanthropic interests
• Prepare written reports including biographical and business information, financial assets, areas of interest and philanthropic support, and affiliations
• Determine appropriate content of prospective donor profiles for high-level review
• Collaborate with fundraisers and staff to provide research-based analysis to assist with cultivation/solicitation strategies
• Assist in identifying potential new prospects
• Maintain Raiser’s Edge database specific to prospect research
Qualification, Skills and Knowledge Requirements
- Bachelor’s degree with 3-4 years in Development office prospect research, library/information sciences, computer sciences or related field; Master’s degree preferred
- Experience using online services (e.g. Lexis Nexis, iWave PRO, Relsci, Foundation Search, etc.), internet, and other data sources to locate biographical, financial, and philanthropic information
- Ability to read financial documents, including SEC documents and 990’s
- Excellent analytical, problem-solving, interpersonal and communication skills, including strong written and verbal skills
- Strong organizational and time-management skills, including the ability to set priorities and manage multiple projects simultaneously with high attention to detail
- Demonstrated ability to use development databases, particularly Raiser's Edge
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook
We offer competitive salaries and a comprehensive benefits package. To be considered, interested applicants must submit a cover letter and resume.
To apply, CLICK HERE. No telephone inquiries or recruiters please. Replies will only be sent to qualified applicants. HCZ is an EOE.
Senior Director of Research and Prospect Development, Yeshiva University
Founded in 1886, Yeshiva University (YU) has a strong tradition of combining Jewish scholarship with academic excellence and achievement in the liberal arts, sciences, medicine, law, business, social work, Jewish studies, education, psychology, and more.
We are a leading global educational institution that employs over 2,000 people across our various campus locations -- Wilf Campus, Beren Campus, Brookdale Center, Resnick Campus in the Bronx, the Gruss Institute in Jerusalem, the Boys High School in Manhattan and the Girls High School in Queens. From the distinguished faculty who teach here, to the dedicated staff, we work to fulfill our mission: to "bring wisdom to life" through all that we teach, by all that we do and for all those we serve. We seek to attract and retain engaged and committed individuals who contribute to an exciting working environment, where there is a sense of community and belonging, balanced with a significant cross section of people from diverse backgrounds working and studying together.
The University offers an excellent compensation package, and a broad range of employee benefit plans, including immediate participation in the University's retirement plan. Staff members are typically eligible for four weeks paid vacation each year and a shuttle to nearby subway locations.
The Senior Director supports the fundraising efforts of the Department of Institutional Advancement and the President's office. The Senior Director supports and guides fundraising by evaluating research, identifying new prospects and overseeing the creation of research profiles, categorizes prospects and donors in terms of interest and capacity, and determines when they should be moved to active prospect lists for cultivation, solicitation, and stewardship. She/he assigns prospects by interest and affinity and trains the staff on the usage and implementation of a Moves Management tracking system, and assists fundraisers in planning strategies and priorities. The Senior Director oversees and is assisted by the Research Director.
1. Identify, evaluate and recommend current and potential donors and prospects and assess their ability to financially support Yeshiva University. Provide and oversee research and analysis of biographical, philanthropic, professional and financial information of donors and prospects for all areas of Institutional Advancement Fundraising and the President of the University.
2. Create best in class practices and participate in and oversee the following tasks:
- Preparations of written profiles, rating memos, event bios and qualified lists to support the cultivation of individuals and organizations
- Perform quantitative analysis to determine capacity ratings based on financial data to qualify prospects
- Track prospects and donors through monitoring daily news, online "alerts," and utilizing internal information. Use push technology to track news and provide this pertinent information to the appropriate relationship manager
- Identify donor's associates and acquaintances through relationship mapping to facilitate Institutional giving and involvement
- Identify and use tools to mine data for maximum impact
- Create and build relationship webs on Board members and key donors and prospects
1. Establish policies and procedures to create, document, and maintain an effective prospect research system and implement a moves management tracking and tickler system, including coordination with various departments
2. Work in partnership with the Major Gifts Officers to organize and coordinate weekly donor strategy meetings
3. Identify new donors for Major Gifts and Institutional Giving initiative through proactive research and present findings. Make recommendations regarding potential individuals and Corporations/Foundations major donors
4. Coordinate research systems for Individual Giving, including the creation and implementation of procedures; management of a research policy and procedures manual; and the refinement of the research process to efficiently meet the needs of the IA Department and the President's office
Experience and Educational Background:
- Bachelor's Degree required, Master's degree preferred
- 7-10 years minimum experience with 3-5 yrs. experience conducting major gifts prospect research and 2 -5 years of leading Research and Prospect Development in higher education or similar setting
Skills and Competencies:
- Excellent written, verbal, and analytical skills
- Experience with and knowledge of broad uses of donor databases and contacts management, various CRM databases; as well as professional prospect research tools, including Research Point, LexisNexis and iWave
- Scrupulous consideration to matters of discretion and confidentiality
- Exceptional organizational skills with the ability to manage multiple projects simultaneously, set priorities, and meet demanding deadlines within a fast-paced, collaborative environment
- Strong supervisory skills and ability to train others
Yeshiva University is an equal opportunity employer committed to hiring minorities, women, individuals with disabilities and protected veterans.
Apply Here: http://www.Click2apply.net/fcgd2dkyqpfw8gcb
Prospect Research Specialist, Environment Defense Fund
With world attention focused on both the environment and the economy, Environmental Defense Fund (EDF) is where policymakers and business leaders turn for win-win solutions. This leading green group, with programs from Boston to Beijing, has tripled in size over the past decade by focusing on strong science, uncommon partnerships and market-based approaches. You can be part of a vibrant workplace that welcomes diverse perspectives, talents and contributions, where innovation and a focus on results are a way of life.
EDF’s Prospect Research team is expanding in order to support our growing Development Department. Under the supervision of the Manager, Prospect Research the new Prospect Research Specialistresearches, analyzes, and recommends strategy for new prospects and for new opportunities with existing donors and prospects, with a focus on both Foundation and Major Gift opportunities (both in the US and internationally).
The Prospect Research Specialist also partners with Major Gift Officers on strategy and helps train and mentor junior research staff.
- Conducts reactive research and prepares briefing materials for Executive, Development & Program Staff for events and meetings, with emphasis on constituents’ wealth, interests (including philanthropic interests) and relationships and analysis thereof.
- Partners with Major Gifts-focused Portfolio Managers (focusing on strategy development)
- Manages research needs surrounding Program Staff trips; including monitoring of calendars and interacting directly with Portfolio Managers to assess their needs.
Assesses capacity, interests, philanthropy and relationships to identify and qualify new prospective donors and assesses new opportunities with existing donors, through the following avenues:
- Prospects suggested by staff and volunteers; also identifies/maps relationships of volunteers and deeply engaged donors for the purpose of identifying new prospects
- Examines results of wealth and philanthropy screenings of Membership donors to identify those with potential to make major gifts.
- Identifies potential foundation prospects from external sources including Foundation Directory Online and Chronicle of Philanthropy.
- Identifies potential major gift prospects from external sources including the Eco-Rich List, lists of top players in key industries from which significant opportunities for support have been identified, annual reports from organizations with like programmatic focus areas, etc.
- Bachelor’s degree required.
- At least 2 years of experience of experience in Prospect Research, including experience with targeted Google searches, Salesforce, LexisNexis, NOZA, Foundation Directory Online, RelSci, and other common sources.
- Experience with analyzing Securities & Exchange Commission filings and other financial data a plus.
- Demonstrated ability to peruse large volumes of information, find the details relevant to fundraising, present findings and recommendations clearly, concisely and accurately a must.
- Candidate must be a self-starter, detail oriented, well-organized, and able to plan and execute projects from conception to completion.
- Ability to produce and manage multiple requests at one time is essential.
- Ability to maintain confidentiality.
Prospect Research Manager, Weill Cornell Medicine
Interested applicants should apply via this website: https://career4.successfactors.com/sfcareer/jobreqcareerpvt?jobId=9261&company=C0000274692P&username=&st=0BCBBD78EFB0F6DAF7A42C4AB3420B32924994FC
Under guidance, is responsible for the overall coordination, production, and management of information on donors and prospects for Weill Cornell Medicine. In addition, he/she supports research requests as assigned.
- Provides strategic direction for overall WCM prospect research program. Develops annual goals and objectives for the program.
- Develops and manages a system of continued prospect identification and pipeline development.
- Identifies prospects via data mining, predictive modeling and wealth screening and other resources.
- Undertakes special projects as assigned. Works with the department's IT staff in developing canned or customized reports.
- Manages subscriptions, access privileges and user accounts.
- Works closely with the Director to develop and enforce policies and procedures related to prospect research, including information release policies, donor confidentiality, ethics, electronic information management, etc.
- Provides senior staff with reports that include capacity ratings, assets and wealth information, philanthropic history, biographical background, etc.
- Maintains overall knowledge of WCM's top prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies.
- Identifies and assesses new techniques, tools, emerging technologies, and other developments in the field. Develops and maintains working knowledge of/proficiency with donor database.
- Fields and triages information requests on a daily basis from senior staff and gift officers.
- Provides information in preparation for meetings with Board Chairman, campaign committee leadership, and other groups. Provides all research on Board candidates, with special attention to wealth and reputation information.
- Performs complex analyses to provide strategic guidance and to promote increased effectiveness of fundraisers.
- Recruits, trains, manages, and appraises direct reports. Reviews work, provides guidance and direction, offers opportunities for professional development.
- Prioritizes workload, determines research strategies and formats, assigns and reviews work for direct reports.
- Serves as primary liaison between the Research program and other Development divisions.
Bachelor's Degree in related field
- Advanced degree preferred.
- Approximately 5 years of direct prospect research experience in a fundraising department.
- Minimum 2 years of supervisory experience.
- Knowledge, Skills and Abilities
- Knowledge of standard industry resources that include Lexis Nexus, Research Point, IWave, DonorSearch, RelSci, Wealth-X, etc.
- Advanced analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to interpret financial data.
- Strong strategic abilities, highly organized and detail-oriented.
- Demonstrated ability to multi-task and prioritize in a fast-paced environment.
- Excellent communication skills (both verbal and written).
- A team oriented individual that works collaboratively to achieve team goals.
- Skilled in determining strengths and weaknesses in subordinate staff, and able to identify areas for growth. Demonstrated ability to coach, train and provide staff development.
- Knowledge of, and experience with, fundraising database programs such as BBEC, Raisers Edge, EPIC, Advance, etc.
- Ability to remain focused in the face of pressure, deliver against timelines and not be intimidated by tasks/time limitations
- Ability to exercise standards of professionalism, including appearance, presentation and demeanor.
- Demonstrated proficiency with MS Office Suite and database applications.
Prospect Research Coordinator, Meridian Health Foundation
Please contact Emily Tedeschi at firstname.lastname@example.org so she guide you to the jobs website.
Meridian Health Foundation, based in Neptune, NJ, serves as the fundraising arm for six hospitals that form part of the Hackensack Meridian Health network in Monmouth, Ocean, and Middlesex Counties in New Jersey.
Under the direction of the Director of Prospect Research, develop fundraising strategies and research programs in order to drive increased major gifts. Build a broad and deep understanding of fundraising metrics to provide the information that supports the management of prospects through the development cycle. Propose processes for ensuring that the best prospects are actively managed by the frontline fundraisers. Provide accurate research on individuals, companies, and private foundations. Utilize databases to create reports detailing wealth, philanthropy, biographical, and business information. Identify new prospects through data mining and segmentation.
- Prospect Relationship Management/ Fundraising Strategy
- Develop and implement effective fundraising metrics that provide the information supporting prospect management through the development cycle, as well as drive increased major giving.
- Regularly report information detailing fundraising progress/activity and interpret the data in order to advise leadership and other managers regarding fundraising performance.
- Strategize and partner with leadership, Director of Prospect Research, Executive Directors (EDs), and Development Officers (DOs) to support the development of high-capacity prospect pipelines.
- Assist in setting short and long-term goals and priorities for the prospect management (moves management) program.
- Act as a Raiser’s Edge prospect management expert to inform the design and continued implementation of a prospect management training program for EDs, DOs, and their support staff
- Partner with EDs, DOs, and their support staff on the tracking and management of their activity in Raiser’s Edge (e.g. relationship management system and Clinician Engagement)
- Utilize queries, exports, and Pivot tables within constituent databases (Raisers Edge and ResearchPoint) to identify new prospects and track prospect activity.
- Position frontline fundraisers for success in relationships with prospects, potential prospects, trustees, volunteers, and other related personnel, through providing accurate and updated information.
- Create research profiles for individuals, companies, and foundations using databases and online resources.
- Produce event briefings that include pertinent information about all attendees—including large-scale events and smaller cultivation receptions; track follow-up from these events to determine if the events result in gift activity.
- Conduct personalized team member trainings regarding Raiser’s Edge documentation (e.g. relationship management system and clinician engagement initiative).
- Partner with Director in order to establish and maintain internal metrics for research department (e.g. transitioning the division to apply metrics that measure outputs and outcomes). Implement and maintain evaluation system for research department (e.g. creating research surveys to determine what types of research are the most useful).
- Work with VP of Operations to align departmental metrics with the rest of the foundation.
- Continually seek to improve current research processes, such as tracking specific types of donors (e.g., service line, physician, philanthropic interests, relationships with existing donors).
- Handle all information ethically, accurately, and confidentially.
- Promote teamwork, mutual respect, open communication, and flexibility
- Understand and apply national best practices, processes, and technologies for prospect management. Learn about technologies, products, and expertise that could improve the effectiveness of the Legacy Meridian Health Foundation’s development programs and apply them to grow and achieve an industry-leading program.
- Seek opportunities for professional development that will enhance job performance. Develop and maintain a network of contacts with other prospect management professionals nationwide.
- Other Duties as Assigned: Complete all other assigned duties and projects in a timely fashion.
- Bachelor’s degree, Master’s Degree preferred
- 3-5 years of related experience, or any equivalent combination of work experience, training, and/or education
- Strong organizational and prioritizing skills.
- Strong writing and researching skills.
- Creative problem solver.
- Excellent communicator, both in speaking and writing.
- Proficiency in online research, including databases such as LEXIS-NEXIS.
- Proficiency with constituent databases, such as Raisers Edge or Advance.
- Attention to detail.
Prospect Research Analyst, The Mount Sinai Health System
Do you have what it takes to wear the badge?
The Mount Sinai Health System's commitment to excellence extends beyond delivering world-class health care. The System's ongoing success is dependent upon our highly motivated, nonclinical professionals working to improve business operations. Our leadership team is driven to provide exceptional service by cultivating a workforce that is dedicated to upholding Mount Sinai's mission of delivering innovative, breakthrough medicine with compassion and integrity.
Are you ready to discover the world of limitless possibilities that comes with wearing the badge? Explore more about this opportunity and how you can help us write a new chapter in our story of unrivaled patient care!
What You'll Do:
The Mount Sinai Health System seeks a Prospect Research Analyst to join a six-person team responsible for prospect research and identification and pipeline management. Mount Sinai Health System is one of the leading U.S. health systems and is a top-ranked academic medical center. You'll join a collaborative and dynamic team and will be an integral part of Mount Sinai's $1.5 billion campaign.
We are looking for Prospect Research Analyst who will conduct verification-level prospect research and assist with portfolio coding and management. You enjoy information management, and are technologically savvy and detail-oriented, and are comfortable working with databases. The ideal candidate has an inquisitive mind, strong analytical and communication skills, and is a willing and positive team player.
This position reports to the Associate Director of Prospect Research.
Duties and Responsibilities:
- Verify high-level capacity ratings on wealth-screened lists using research resources such as WealthEngine and LexisNexis. Provide notes and analysis of key findings.
- Work with assigned gift officers in portfolio management and prospect research for the gift officer area.
- Complete research profiles on potential and current donors to MSHS.
- Collaborate on prospect identification projects as needed.
- Work with Director of Prospect Management and Pipeline Development and other fundraising colleagues on portfolio updates and coding.
- Assist with event-focused research and follow-up.
- Monitor select publications for significant articles on MSHS prospects.
- Other projects and activities as assigned by the prospect research team.
What You'll Bring:
Bachelor's degree required. Experience in either a development office or healthcare institution is preferred.
Two years' experience in development research or a preferred related field, such as library sciences, academic research, financial analysis, law/paralegal, or similar professional role with an emphasis on data/information.
- Strong Excel skills required.
- Experience with development research tools and resources a plus. Raiser's Edge experience is a plus.
- Must understand information management in a database structure, particularly the ability to store, retrieve, analyze, and maintain data.
- Must be detail-oriented with strong organization, communication and time management skills. Strong writing skills are a plus.
- Must be committed to protecting the confidentiality of our constituency, and to collecting information ethically.
- Able to work collegially in a fast-paced, deadline-driven environment, with insights into how best to support fundraising officers
- Organized and responsive team player with a good sense of humor.
Prospect Research & Operations Intern, Autism Speaks
Please find the job description here.
Prospect Research Analyst, Year Up
Reporting to the Director, Prospect Development and Research, the Prospect Research Analyst will fulfill requests for information, according to established business practices and timeframes.
As an ideal candidate for this role, you will bring a passion for our mission and previous experience in related research and data analysis roles. To be successful in this position, you will have the ability to synthesize complex research from multiple sources into action-oriented cultivation and solicitation recommendations for development officers, be able to juggle priorities, have a customer-service attitude and strong attention to detail.
The Prospect Research Analyst (Boston, MA) will also have the opportunity to interact with Year Up students as a mentor, group facilitator, and advocate, participating in building a positive educational environment.
We understand that people gain skills through a variety of professional, personal, educational, and volunteer experiences. We encourage candidates to review the key responsibilities and qualifications below. If you believe you have the transferable skills necessary to fulfill the responsibilities of this role, we encourage you to apply.
Prospect Research Management – Leads Generation
- Research, analyze and synthesize accumulated information to assess financial capacity, philanthropic tendencies, giving propensity and connections to the Year Up.
- Evaluate research results to develop and implement further research strategies to assist gift officers with the development of cultivation and solicitation plans.
- Conduct basic to complex research and analysis of current donors and prospects and successfully articulate biographical, financial and other relevant information into brief bios and comprehensive research profiles.
- Work collaboratively with senior leadership and gift officers to assist them in developing specific cultivation and solicitation strategies for donors and prospects.
- Uses a prospect management program to effectively track/monitor prospects through the successive stages of the gift pipeline.
- Supports prospect review meetings and development officer portfolio reviews.
- Develop a collaborative partnership with fund raising staff to ensure a focus on the most financially capable donors.
- Perform database/list review of smaller gifts, as assigned
- Other duties as assigned
Site Team/Learning Community Member
- Serve as a coach/mentor for a small number of current students
- Join and sometimes facilitate weekly group sessions with students
- Participate in staff meetings and trainings
- 2-5 Years of professional work experience
- Strong background in qualitative and quantitative research methods and ability to translate information into appropriate strategies
- 1-2 years of experience in Prospect Research or similar positions/roles involving internet-based Research, biographical or genealogical research, financial analysis, or data management is preferred
- Strong computer skills including Microsoft Office required, especially Microsoft Word and Excel
- Experience working with a relational database, Salesforce or Raiser’s Edge to track/store and report on data is preferred
- A professional and resourceful style with the ability to work independently and as a team player, to take initiative and manage multiple tasks and projects at one time
- Strong analytical skills, harnessing complex data and distilling relevant information to drive decision-making
- Ability to maintain a high degree of confidentiality and responsibility regarding information related to Year Up and prospect information
- Team oriented strategist able to effectively manage complex situation involving numerous and sometimes competing constituencies
- Strong and collegial interpersonal skills and an ability to communicate effectively in person, in writing, and by phone
- An unwavering attention to detail and aptitude for information management required
- Highly organized and ability to handle multiple projects in a deadline-oriented environment with minimal supervision.
- Ability to work with all levels of stakeholders – senior leadership, development officers, local leadership, etc.
- A passion for working with urban young adults, an unshakable belief in their potential and a strong commitment to the mission of Year Up
- Understanding of the Opportunity Divide and its drivers
- Commitment to diversity and inclusion
Compensation & Benefits:
- Salary: Competitive and commensurate with education and experience
- Benefits: Competitive package including 100% healthcare coverage, dental, and 401(k) match
- Vacation: Three weeks paid vacation in first year of employment; four weeks after initial year
- Professional development: Funds available to support staff in achieving career objectives
Year Up Description:
Year Up is an award-winning national 501(c)3 organization striving to close the Opportunity Divide by providing young adults ages 18-24 with the skills, experience, and support that will empower them to reach their potential through professional careers and higher education. Through a one-year intensive program, Year Up utilizes a high support, high expectations model that combines hands-on technical and professional skills, educational stipends, college-level coursework, and corporate internships at more than 250 top companies.
Year Up currently serves young adults in Arizona, Atlanta, Baltimore, Boston, Chicago, Dallas/Fort Worth, Jacksonville, Los Angeles, the National Capital Region, New York City, Philadelphia, Providence, Puget Sound, San Francisco Bay Area, South Florida, and Wilmington and will serve more than 3,000 students in 2017 nationwide.
Voted one of the Best Nonprofits to Work For in the country by The Non-Profit Times for six consecutive years, Year Up is a rewarding place to work. Our staff is passionate, supportive, mission-driven, and live by a set of core values that reflect an unshakable belief in the talent and full potential of our young people.
Year Up participates in E-Verify.
Please visit http://www.yearup.org/careers to learn more about working at Year Up, and to see a list of current opportunities.
Commitment to Diversity:
Year Up actively engages individuals from all backgrounds. We are committed to embracing diversity within our organization because we firmly believe that diverse employee teams help us to achieve our best organizational outcomes and provide the most effective support to our young adults as we work to close the Opportunity Divide. We are deeply dedicated to creating and maintaining an inclusive and supportive work environment. Learn more about our commitment to diversity:http://www.yearup.org/about-us/careers/commitment-to-diversity/
As an equal opportunity employer, Year Up is committed to providing employment opportunities to all qualified individuals and does not discriminate on the basis of race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, parental status, genetic information or characteristics, or any other basis prohibited by applicable law.
Please submit a thoughtful cover letter and resume through our website.
Note that applications without a cover letter will not be considered. We respectfully request no phone calls.
Prospect Research Associate, Pace University
Reporting to the Director of Prospect Research, at Pace University, the Research Associate will conduct research and prepare reports on prospective and existing major gift donors to the University. S/he will assist the research function in preparation of an upcoming fundraising campaign, as well as assist in special research projects designed to broaden the overall major donor base of the University. The Research Associate will also help to maintain the quality, consistency, and reliability of the alumni and donor data within the department's constituent relationship management database, Millennium.
- Bachelor's degree required.
- One year minimum of related experience in prospect research or fundraising; or 3 years similar experience in business (i.e. journalism, finance, legal research, libraries, corporate intelligence) plus have a familiarity with statistics and statistical analysis.
- Ability to communicate effectively. Excellent writing and editing skills; grammatical expertise, creativity in the written word, and high attention to detail.
- Strong computer skills, including experience with Microsoft Office applications, and online research tools/techniques required (including Lexis/Nexis, LinkedIn, iWave, etc.). Advanced use of Microsoft Excel for modeling and data analysis is desired.
- Knowledge of Millennium or comparable fundraising database system preferred.
- An ability to think strategically, and synthesize details and information from a variety of reference sources.
- Flexible and adaptable, with an ability to manage multiple and changing priorities.
- Ability to handle confidential data with discretion and adhere to research ethics and standards.
You can apply at this link: https://careers.pace.edu/applicants/jsp/shared/frameset/Frameset.jsp?time=1509737467210
Prospect Research Senior Manager, The Archdiocese of New York
Primary Responsibility: The Prospect Research Senior Manager will support the archdiocese fundraising program by leading prospect research, prospect management, and moves management for the office. The Senior Manager works closely with the Interim Director of Operations and the Director of Donor Relations to assist in creating the solicitation strategies for high-level prospects and renewing donors. The Senior Manager oversees one Prospect Research Associate and assists in preparing in-depth briefings and confidential research profiles on individuals, corporations, and foundations.
Professional Level:5 to 7 years of prospect research, with strong technical and analytical skills and proficient in use of technology, and excellent interpersonal organization and communications skills – both oral and written
Direct Supervisor: Interim Director of Operations
Reporting to the Interim Director of Operations for the archdiocese, the Prospect Research Senior Manager will be an experienced prospect researcher who also possesses strong management and communication skills. The Senior Manager will oversee all prospect research within the development department and will guide the staff in research best practices throughout the division. The successful candidate will be an individual with strong leadership, research capabilities and managerial skills, and who has a deep background in nonprofit prospect research for fundraising.
- Analyzes donor trends, behavior, and profiles to identify best prospects for upgrades and renewals.
- Identifies prospects and strategies for donor acquisition and proactively culls the donor database in order to surface the most promising prospects.
- Analyzes and synthesizes accumulated information to assess financial capacity, philanthropic tendencies, giving propensity and connections to the archdiocese.
- Evaluates research results to develop and implement further research strategies to assist gift officers with the development of cultivation and solicitation plans.
- Serves as the primary manager of the Donor Relations office’s prospect rating system and database entries to ensure that they are current and properly coded.
- Develops a collaborative partnership with principal gifts managers and development staff to ensure that fundraisers are working with the most financially capable donors.
- Plans and facilitates prospect review meetings, supports development officer portfolio review, updates prospect ratings, and reviews and improves internal prospect tracking procedures.
- ollaborates with Donor Relations staff to develop a high-quality moves management program that encompasses prospect cultivation, solicitation and stewardship and provides oversight and management of prospects in cycles.
- Coordinates research to ensure current biographical information is provided to Development staff attending events.
- Creates and maintains policies and procedures supporting best practices, ethical and professional research standards, leveraging technology, data integrity and data security.
- Manages 1-2 staff members and works closely with the Executive Office and Donor Relations.
Standards of Performance:
- Identifies and recommends 10-15 names a month of newly found prospects
- Develops, prioritizes and sequences the $10,000+ prospect list
- Generates prospect lists for Board review once a year
- Prepares a monthly activity summary report containing new activity entries in the database and prospect status reports
- Oversees wealth screening projects
- Oversees foundation outreach effort
- 5 to 7 years of prospect research, with strong technical and analytical skills and proficient in use of technology
- Excellent facility with Raiser’s Edge
- Demonstrated management and leadership skills
- Demonstrated experience collaborating with senior staff in development-related activities
- Possesses curiosity and logical thinking abilities
- Strong knowledge of Windows, Microsoft Word, Excel, and PowerPoint
- Knowledge of internet and standard research sites, including DonorSearch/WealthEngine, LexisNexis, and Relationship Science
- Bachelor’s degree required; Master’s degree preferred
- Intelligent, articulate, highly motivated self-starter with strong inter-personal skills
- Ability to relate effectively with upper management, peers and others
- Ability to independently carry out multiple and diverse tasks concurrently
- Possess initiative to constantly seek ways to improve fundraising results
- Ability to take on added responsibility as it is
- Excellent written and oral presentation skills
Interested candidates should send a cover letter and resume to:
Donor Relations Specialist, Memorial Sloan Kettering
At Memorial Sloan Kettering (MSK), we’re not only changing the way we treat cancer, but also the way the world thinks about it. By working together and pushing forward with innovation and discovery, we’re driving excellence and improving outcomes.
For the 27th year, MSK has been named a top hospital for cancer by U.S. News & World Report. We are proud to be on Becker’s Healthcare list as one of the 150 Great Places to Work in Healthcare in 2016, as well as Glassdoor’s annual Employees’ Choice Awards 2017. We’re treating cancer, one patient at a time. Join us and make a difference every day.
As a Donor Relations Specialist, you will:
- Coordinate the $5K and above and VIP donor acknowledgment process using current IRS guidelines.
- Draft, edit, and systematize all acknowledgments on behalf of gift officers and various MSK executives.
- Work with manager to generate acknowledgment letter templates to ensure they are fresh, accurate and on message.
- Pull and organize daily electronic files to ensure the correct acknowledgment template is being used and ensure the approved acknowledgment letters are uploaded and scanned into the appropriate donor records.
- Establish and maintain accurate records and metrics for acknowledgments and serve as resource to Development staff for all acknowledgment related questions and information.
- Coordinate, along with the Donor Relations Coordinator, fulfillment of benefits not handled through outsourcing with our vendors, including the welcome kit, annual report, calendar, magazine, etc.
- Coordinate other stewardship activities, including sending pledge reminders on schedule, setting up appeal code and designation language.
- Represent the Gift Administration unit on project teams dedicated to the resolution of problematic gift processing or account management issues, the implementation of new processes and procedures, the testing of new releases of the fundraising database software, the testing and analysis of new auxiliary tools, and the analysis of the business rules informing the work of the unit.
- Adept at creating partnerships and working collaboratively with others to meet shared objectives and goals.
- Able to operate effectively, even when things are not clear, or the way forward is not obvious.
- Capable of building strong customer relationships and delivering customer-centric solutions.
- A good decision-maker, with proven success at making timely decisions that keep the organization moving forward.
- Able to hold yourself and others accountable to achieve goals and live up to commitments.
- Consistently achieving results, even under tough circumstances.
- Flexible in your approach and demeanor to align with the shifting demands of evolving circumstances.
- A High School diploma and at least two years of work experience.
- Associates degree is preferred.
- Experience in a high volume, non-profit service environment is strongly preferred.
- Excellent communication skills, including proofreading and business writing.
- Great attention to detail and the ability to respond to complex inquiries and independently research solutions.
- Must be comfortable communicating with Development staff, other MSK employees, and vendors on complex matters related to donor services and stewardship.
MSK is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sexual orientation, national origin, age, religion, creed, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision.
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
Gift Processing and Data Management Associate, Pratt Institute
As a member of Institutional Advancement (IA), the Gift Processing and Data Management Associate is an essential partner in enhancing the visibility and philanthropic support of Pratt Institute. This position provides gift processing, record management, database and technology support to the Advancement Operations team, supporting the management of revenues, database functions and general operations of the IA office.
- Gift Processing & Record Management
- Process all gifts received by Institutional Advancement, including but not limited to:
- Opening, sorting, and preparing gift mail.
- Depositing all checks and cash received by Institutional Advancement
- Coordinating credit card gifts and online gift processing.
- Coordinating matching gift requests and payroll deductions.
- Managing recurring donor gift payment schedules.
- Monitoring Pratt’s gift account for wire transfers and contacting relevant parties for supporting documentation.
- Prepare and enter daily gift data batches, including but not limited to:
- Reviewing received revenue to ensure complete documentation.
- Preparing documentation for scanning and entering into batch.
- Preparing gift adjustments.
- Provide preliminary gift documentation daily to department fundraisers to secure additional documentation as needed in order to ensure accuracy of entry and timeliness of donor acknowledgments.
- Produce gift receipts through The Raiser’s Edge (RE), working closely with Donor Relations.
- Track payments on pledges for routine review by Advancement Operations and Donor Relations.
- Audit gift deposits within 24-48 hours of RE batch committal; conduct monthly reconciliations with the Controller’s Office.
- Manage requests for creating new constituent records and maintaining existing records in The Raiser’s Edge.
- Complete special data entry projects and oversee graduate assistant data entry.
- Perform biographic and demographic updates of records in The Raiser’s Edge database, including annual imports.
- Coordinate procedures for retention, retrieval, and disposal of gift and donor records.
- Database & Technology Support
- Run queries and exports for interdepartmental data requests.
- Assist in the production and maintenance of reports as needed.
- Enter and manage event data.
- Perform weekly clean-up queries.
- Support the administration of Blackbaud NetCommunity as needed.
- Assist in the implementation and maintenance of new database modules and database technology and work with database team to research new software.
- Work with database team to develop internal policy documentation and training materials.
- Departmental Support
- Receive and distribute mail for all IA staff. Manage IA mailboxes.
- Process returned mail in Raiser’s Edge as per procedure.
- Additional duties as assigned.
- Education: Bachelor’s degree required, Master’s (or Master’s candidate) in related field preferred.
- Experience: Minimum one year of relevant experience, preferably in a development or information technology field.
- Knowledge and Skills: Excel proficiency required; familiarity with Raiser’s Edge, Access, or other relational database software desired; familiarity with Crystal Reports or other reporting software desired.
- Other: Must be well organized and possess attention to detail. Must have demonstrated ability to use good judgment and critical thinking. Must be willing to learn new software applications. Ability to establish and maintain working relationships with staff from diverse backgrounds, as well as demonstrate sensitivity to cross-cultural perspectives and experiences.
Please submit your cover letter, resume including salary history and requirements, and the names and contact information for three professional references.
PRATT INSTITUTE IS AN EQUAL OPPORTUNITY EMPLOYER AND RECOGNIZES AND VALUES THE BENEFITS OF A DIVERSE WORKFORCE
Job Location: Brooklyn, New York, United States
Position Type; Full-Time/Regular
Assistant Director of Development, Research & Prospect Management, Rockefeller University
The Rockefeller University is the world’s leading biomedical research University. Our groundbreaking discoveries in basic and clinical research are transforming medicine. We share a singular commitment to advancing science for the benefit of humanity. Our collaborative culture drives each of us to achieve a higher level, fueling the breakthroughs for which we are known.
The Assistant Director, Research provides Development Office (DO) staff and other University personnel with high-quality research and related documents on prospects for: donor solicitations; events organized by the DO; meetings with DO staff, the President or other University representatives; Nominating Committee meetings; and various strategic planning and fundraising initiatives. You will focus particular attention on the identification, research, and tracking of individual, corporate, and foundation prospects, and directly support the fundraising efforts of the all groups of the DO. You will also be responsible for maintaining the Research Group’s subscriptions to publications and online resources and databases.
- Identify and qualify prospective individual, corporate and foundation donors capable of significant financial support
- Conduct biographical and financial research on donors utilizing in-house resources and a variety of on-line and printed sources
- Write confidential research profiles on both individual and institutional donors for strategy planning and for briefings for DO and University events and meetings
- Develop strategic recommendations about prospect and donor cultivation, solicitations, and long-term relationship management
- Provide a daily email for the DO with links and summaries of pertinent news items; locate and send to staff important articles of interest that appear throughout the workday
- Maintain the Research Group’s responsibilities for inputting data and documents into the CRM and SmartSearch databases
How to Apply:
- 3 – 5 years’ work experience with prospect/donor research in the non-profit fundraising field
- Knowledge of prospect development principles and methods and familiarity with prospect research resources such as analyzing SEC filings, IRS 990s; NEXIS search results; ability to synthesize complex information from multiple sources and present in accessible summarized form
- Demonstrated ability to develop proactive prospecting methodologies to support organizational goals
- Proven writing skills - the ability to successfully write and edit professional fundraising documents
- Excellent interpersonal and communication skills and solid organizational skills - the ability to work productively and independently in a fast-paced environment, and the ability to prioritize a multi-faceted workload under strict deadlines, and with attentiveness to detail and accuracy in data entry, reporting, fact finding, and writing
- Excellent computer skills: internet search engines and advanced search techniques, fundraising software, data retrieval services (e.g. LexisNexis, Foundation Directory, iWave, Relationship Science, etc.), MS Office (Word and Excel, in particular)
- Bachelor's degree; Master's degree is a plus, but not required
We offer a competitive salary, comprehensive benefits, and a collaborative work environment.
Please visit the URL below and apply to job code ‘IRC20341’. Please make sure to upload your resume and a cover letter.
Development Associate, Montefiore Medical Center
The successful candidate will have an inquisitive mind and the ability to distill complex information into clear, well-written documents for members of the Development team and senior administration. He/she will bring energy, creativity and a commitment to teamwork to the position and to our fundraising efforts.
- Assist in proactively identifying and researching prospective donors, analyzing and compiling information using a broad range of data sources and techniques.
- Produce and update (as necessary) detailed research profiles and briefings including biographical and business information, financial assets, philanthropic support and affiliations as requested by members of the Development team and senior leadership.
- Assist in the analysis of philanthropic and wealth screening data to identify and qualify potential funders.
- Participate in prospect review and strategy sessions, collaborating closely with gift officers and serving as a resource for information and assisting in creative, long-term strategy development.
- Effectively utilize and help manage the database and record keeping systems for information storage and retrieval ensuring data integrity and information flow.
- Monitor industry, business, financial and other news relevant to principal and leadership prospects and share with colleagues as needed.
Education and Experience:
- Qualified candidates will have earned a bachelor's degree and have 2-3 years of experience in development.
- Ability to work with minimal supervision and maintain a high level of confidentiality required.
- Must be able to accurately handle diverse projects and a large volume of detailed work simultaneously, and use good judgment in prioritizing work.
- Candidates must have excellent computer skills and competency with Microsoft Office (Word, Excel, PowerPoint, and Outlook) and a demonstrated ability to use development databases, particularly Raiser's Edge.
- The candidate will have experience using online services (e.g. Wealth Engine, DonorSearch, Lexis Nexis, etc.); internet; and other data sources to obtain biographical, financial and philanthropic information.
Apply here: https://careers.montefiore.org/job/Bronx-DEVELOPMENT-ASSOCIATE-NY/427563900
Archdiocese of New York, Prospect Research Senior Manager
- Manages 1-2 staff members and works closely with the Executive Office and Leadership Giving
- Collaborate with Leadership Giving staff to develop a high quality moves management program that encompasses prospect cultivation, solicitation and stewardship and provides oversight and management of prospects in cycles
- Identify and recommend 10-15 names a month of newly found prospects
- Develop, prioritize and sequence the $10,000+ prospect list
- Generate prospect lists for Board review 2-3 times a year
- Semi-annual updates of four donor portfolios
- Oversees foundation outreach effort
- Serve as the primary manager of Leadership Giving office’s prospect rating system and database entries to ensure that they are current and properly coded
- Plan and facilitate prospect review meetings, support Principal Gift Managers portfolio review, update prospect ratings, and review and improve internal prospect tracking procedures
- Create and maintain policies and procedures supporting best practices, ethical and professional research standards, leveraging technology, data integrity and data security
Standards of Performance:
- Strong technical and analytical skills and proficient in use of technology
- Excellent interpersonal organization and communications skills – both oral and written
- Ability to work collaborate with fundraising staff
- Education: Bachelor’s degree required; Master’s degree preferred
- Strong knowledge of Windows, Microsoft Word and Excel
- Knowledge of Internet and standard research sites, Raisers’ Edge, LexisNexis and PowerPoint
- Intelligent, articulate, highly motivated self-starter with strong inter-personal skills
- Ability to relate effectively with upper management, peers and others
- Ability to independently carry out multiple and diverse tasks concurrently
- Possess initiative to constantly seek ways to improve fundraising results
- Ability to take on added responsibility as it is presented
- Excellent interpersonal, written, and oral communication skills
For more information, contact:
Margaret M. Holman
Holman Consulting, Inc.
575 Lexington Avenue, 4th floor
New York, NY 10022
Assistant Director, Prospect Manager and Pipeline Development, Mount Sinai Health System
Follow the link for the job description. You can also apply here