Manager of Donor Research & Strategy

PhilOrch • Philadelphia, PA

18d • Hybrid

About The Position

The Manager, Donor Research & Strategy will be responsible for conceptualizing, planning, and administering a robust program of strategic donor research and prospect management for The Philadelphia Orchestra and Kimmel Center Inc.’s (POKC) Development Department. These services will include, but are not limited to, prospect identification and research, moves management, portfolio maintenance and reporting. The Manager will collaborate closely with the POKC’s frontline fundraising team and will have a significant impact on the achievement of fundraising goals. Leading with our bold vision to inspire and connect humanity through the Philadelphia Sound, we at The Philadelphia Orchestra and Kimmel Center, Inc. are vital influencers and conveners, emblemizing our values of being exceptional, innovative, diverse and inclusive, and authentic. IDEAS—Inclusion, Diversity, Equity, and Access Strategies—is a comprehensive transformation process, guided by our vision and values, to assess and improve all aspects of our operations, concerts, and programs, and to spur sustainable change. The Manager reports to the Senior Director, Development Services, and will interface daily with members of the frontline fundraising team, providing assistance with portfolio management, research, and reporting. The Manager’s work will inform strategy and decision-making on the highest levels of POA board and staff leadership. This position will be responsible for proactively developing systems to maximize fundraising potential and articulating strategies while working in a fast-paced environment, maintaining flexibility and a sense of urgency. The Manager will create protocols and metrics that measure and advance the development department goals. The Manager’s work is especially critical at this time as POKC is in a comprehensive fundraising campaign, encompassing annual fundraising, endowment growth, capital and special project fundraising.

Requirements

• Bachelor’s degree or equivalent, with a minimum 3 years of experience in development; an emphasis in prospect research is required.
• Experience with fundraising databases required; , Tessitura or a similar CRM experience preferred.
• Knowledge of, and experience using, online databases to research individual and institutional donors (e.g., WealthEngine, iWave, Guidestar, etc.).
• Highly organized with strong project management skills and the ability to prioritize and manage deadlines.
• Ability to analyze data and identify trends and opportunities.
• Strong ability to seek out and research donor prospects and to document information and activities in databases.
• Experience working with frontline fundraisers and helping support their efforts.
• Strong experience in and track record of developing systems, policies and protocols, leveraging data to create gift portfolios, metrics and evaluative methods.
• Excellent computer skills and advanced proficiency with Microsoft Office (Excel, Power-point, Word) programs.
• Strong communication, writing, and presentation skills.
• Strong interpersonal skills.
• Flexibility and ability to work independently and as a team player with a range of constituents and colleagues.
• Commitment to the mission and programs of POKC.

Responsibilities

• Oversee prospect research for POKC leadership and frontline fundraisers, including both individual, foundation and corporate prospects.
• Work closely with the frontline fundraising team to establish and implement effective processes for portfolio management, including analysis, rebalancing, documentation, and reporting.
• Using Moves Management best practices process, direct pipeline meetings and reporting for effective coordination of cultivation and solicitation action steps for major gift prospects.
• Oversee a data-based approach that ensures gift officers execute strategies that result in the meaningful engagement and successful solicitation of prospects.
• Generate and analyze data to identify opportunities for new fundraising efforts.
• Collaborate with the Senior Director, Development Services and the Vice President of Development to develop reports for use with Board of Directors and related committee reporting.
• Other responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 101-250 employees