The Assistant Director (AD), Prospect Development position is to assist the Development department with prospect identification and research, prospect management and pipeline development, prospect strategy development and database analysis and reporting. The AD is responsible for evaluating and identifying prospects and works in conjunction with Development staff on the preparation and submission of fundraising proposals and requests. Responsibilities include researching specific individuals, corporations and foundations; preparing reports tailored to the needs of the fundraisers; identifying and qualifying new prospects; analyzing and preparing in-depth reports on high-level donors and prospects; maintaining comprehensive files on prospects; updating proposal templates and materials; assisting with the management of all prospects and donors to those projects; setting and monitoring news alerts; and assisting with the management of donor recognition for various campaigns. This position is critical to the oversight and development of the donor database.
Principle Duties and Responsibilities:
- Researches and gathers information on individuals, corporations, and foundations to evaluate funding priorities and potential
- Prepares thorough and accurate donor profiles on individuals, corporations and foundations which include biographical and financial information, potential for philanthropic support, areas of interest, affiliations and prior involvement with the Museum; also identifies possible Museum-affiliated individuals who serve as connectors
- Provides ongoing prospect management, which includes facilitating the prospect assignment process to ensure balanced and viable portfolios, as well as portfolios that are in-line with the established policies and procedures; works closely with staff to ensure that portfolios are well resourced with appropriate leads from prospect pools; collaborates with Chief Development Officer (CDO) on the management and assignment of these prospect pools
- Provides Museum and Development executives with tools, such as reports and analyses, to assist them in making data-driven decisions; assists in the creation and ongoing development of these tools
- Leads the assessment and analysis at agreed upon intervals of the wealth, financial capacity, and philanthropic engagement levels of the Museum’s overall constituent pool.
- Utilizes best practices, new technology and trends in all aspects of prospect development work, and regularly shares insights and information with the team
- Collaborates with the Database Administrator to continue to enhance the capability to track and report on prospect and portfolio activity in order to inform strategy
- Researches donors and prospects and evaluates and qualifies them for potential gifts
- Sets and monitors news alerts and compiles information from resources
- Identifies and researches prospective board members; assists Board Services Coordinator in assembling reports on current board member activity and roll-over
- Serves as campaign / project assistant for capital campaigns and/or various fundraising projects (e.g. upcoming exhibitions)
- Oversees donor database for Development and in collaboration with the Database Administrator and CDO as needed; monitors appropriate use of the database; provides pipeline and routine reports on a scheduled basis
- Educates staff on Prospect and Proposal Management business processes, which may include formal training classes
- Creates prospect lists from Altru database and other sources for purposes of cultivation and solicitation of gifts
- Prepares fundraising progress reports as needed
- Provides data support to Development staff
- Works with CEO and other Department heads to complete the Community Impact Report bi-annually and as requested
- Works with Survivor groups to manage and maintain information on Survivors and Descendants in database
- Performs other duties as requested
Education and Experience:
- Bachelor’s degree or higher in a related field
- Three to five years job-related work in Development
- Demonstrated knowledge of the technology tools available to Development, including a CRM environment (preferably Altru) and MS Office Suite; prior knowledge of MS Power Bi is a plus
- Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
- Knowledge of institutional funding principles, methods, procedures, and resources
- Proven library and research techniques, emphasizing the ability to gather, evaluate and synthesize complex data from various sources, apply intelligence and interpretative insights and present information in a clear and cohesive manner
- Effective verbal and written communication skills
- Ability to manage a commitment to professional ethics and confidentiality; apply good judgment and discretion when dealing with highly confidential donor and prospect information
- Must be a detail-oriented, self-starter with an ability to work independently and manage multiple projects and priorities to meet challenging deadlines.
Reports to: Chief Development Officer
Directs: Volunteers and/or interns as appropriate