Assistant Director of Prospect Research and Management
About The Position
The Assistant Director of Prospect Research and Management (ADPRM) serves as a strategic partner to Advancement leadership by providing prospect research, wealth intelligence, portfolio analysis, and prospect management support to advance fundraising priorities and institutional goals. The ADPRM is responsible for identifying, researching, analyzing, and evaluating prospective donors using a variety of biographical, philanthropic, financial, and public information sources. This position works closely with gift officers, Advancement Operations, and departmental leadership to develop prospect pipelines, enhance fundraising strategies, and support major gift cultivation and solicitation efforts. The ADPRM helps ensure that Advancement staff have access to accurate, timely, and actionable prospect intelligence to support effective donor engagement and fundraising success.
Requirements
- Bachelor's degree preferred; high school diploma required with 1-3 years of related experience.
- Demonstrated ability to gather, analyze, interpret, and present complex information from multiple sources.
- Ability to manage multiple priorities, meet deadlines, and maintain confidentiality.
Nice To Haves
- Experience in prospect research, wealth screening, prospect management, fundraising analytics, or related Advancement functions preferred.
- Experience with prospect research resources, wealth screening tools, and fundraising databases preferred.
- Knowledge of Slate for Advancement, DonorSearch, LexisNexis, or similar research platforms preferred.
- Knowledge of APRA ethical standards and prospect research best practices preferred.
Responsibilities
- Conduct comprehensive research and analysis on individuals, corporations, foundations, and organizations to assess philanthropic capacity, affinity, and inclination to support the institution.
- Prepare detailed prospect profiles, briefing materials, relationship maps, and research reports for Advancement leadership, gift officers, and institutional executives.
- Identify and qualify new major gift, principal gift, and planned giving prospects through proactive research and data analysis.
- Utilize public records, subscription research tools, wealth screening resources, and internal systems to gather and evaluate prospect information.
- Support wealth screening projects and assist in evaluating screening results and recommendations.
- Maintain current knowledge of wealth indicators, philanthropic giving patterns, and prospect research best practices.
- Promote ethical research practices and ensure compliance with institutional policies and professional prospect research standards.
- Ensure prospect research records are accurate, complete, and appropriately maintained within the CRM.
- Partner with development officers and Advancement leadership to develop and maintain prospect portfolios.
- Conduct regular portfolio reviews to reflect pipeline movement and ensure updates are captured in the CRM.
- Assist with the development and maintenance of prospect management policies, procedures, and business processes.
- Collaborate with Advancement staff to ensure prospect records accurately reflect current research findings and engagement activity.
- Maintain reports and dashboards related to prospect identification, portfolio performance, fundraising activity, and pipeline metrics.
- Assist the Sr. Dir. of Advancement Operations & Prospect Research in monitoring key performance indicators related to major gifts and fundraising outcomes.
- Coordinate recurring prospect and fundraising performance reports for Advancement leadership and frontline fundraising staff.
- Performs other duties as assigned by the Sr. Director of Advancement Operations and Prospect Research.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
