About the position
Under the supervision of the ED/AVP of Operations/Adv Services, the Director, Prospect Research is responsible for executing all prospect research and due diligence requests from Foundation team members. This role involves developing tools and resources to identify, report on, track, segment, and analyze prospects and donors to meet annual and long-term fundraising objectives. The Director will anticipate and respond to the needs of development officers by producing prospect profiles and evaluating a system to assign prospects to gift officer portfolios while monitoring related moves management activities. Additionally, the Director will secure and reevaluate prospect research vendors and tools, develop methods for identifying new potential prospects, and design studies and reports using research and screening tools on prospect constituencies. Keeping current on research and fundraising trends through regular contact with development and research colleagues at peer institutions and vendors is also essential. The role ensures the delivery of high-quality briefing documents and prospect profiles for TGH executive leadership, identifies and maintains information on major gift prospects, and presents appropriate materials in response to requests for information. The Director must maintain confidentiality of sensitive information and uphold ethical standards while pursuing professional development opportunities in the field of prospect research.
Responsibilities
- Develop tools and resources to identify, report on, track, segment, and analyze prospects and donors.
- Anticipate and respond to the needs of development officers by producing prospect profiles.
- Evaluate and maintain a system to assign prospects to gift officer portfolios and monitor related moves management activities.
- Secure prospect research vendors and reevaluate research vendors and tools.
- Develop and implement methods for identifying new potential prospects.
- Design and develop studies and reports using research and screening tools on prospect constituencies.
- Keep current on research and fundraising trends through regular contact with development and research colleagues.
- Ensure delivery of high-quality briefing documents and prospect profiles for TGH executive leadership.
- Identify, develop, analyze, and maintain information on major gift prospects.
- Utilize a variety of research techniques and resources to prepare background reports and profiles.
- Present appropriate materials in response to requests for information.
- Maintain the confidentiality of sensitive information and uphold ethical standards.
- Pursue professional development opportunities in the field of prospect research.
Requirements
- Bachelor's degree in Business or related field.
- Minimum 5 years' experience utilizing advanced research techniques and resources.
- Experience preparing research reports and briefings for executive leadership and board members.
- Experience maintaining and organizing prospect records in accurate databases and central files.
- Knowledge and experience with prospect research tools (e.g., DonorSearch, iWave, Blackbaud Analytics, Wealth Engine).
- Knowledge of financial regulations and security protocols related to prospect research and fundraising operations.
- Knowledge of data and IT security protocols related to healthcare and/or fundraising operations.
- Familiarity with wealth screening tools and synthesizing research into pertinent information.
- Ability to maintain professionalism and discretion in handling confidential donor and prospect information.
