Manager, Prospect Development
About The Position
The Manager, Prospect Development designs and implements data-driven strategies for prospect identification and qualification, portfolio health, and prospect research to support the Foundation’s annual and long-term fundraising goals. Reporting to the System Director of Advanced Analytics and Strategic Intelligence for Foundations, the Manager oversees portfolio management, prospect research, data analysis, and moves management to build healthy portfolios and a robust pipeline of major gift prospects for the Dallas Foundation. The Manager ensures Foundation staff have accurate, comprehensive, and timely information to inform fundraising strategy and decision-making, and advises development officers on prospect strategy. The role also supports cultivation, solicitation, and stewardship through reporting, data, and mailing lists, and works with the Research Officer to coordinate workflow and priorities. This is a hybrid, in-office role with a maximum of two work-from-home days. Staff also support major off-site fundraising events.
Requirements
- Bachelor’s degree or four years of work experience above the minimum qualification.
- Five years of experience, preferably in development research, prospect management, or an equivalent combination.
- Excellent writing, communication, and analytical skills.
- Flexibility, intellectual curiosity, creativity, and attention to detail.
- Ability to work independently and collaboratively across teams and with diverse personalities.
- Ability to prioritize multiple assignments, meet deadlines in a fast-paced environment, and work well under pressure.
Nice To Haves
- Adherence to industry and professional standards and ethics, including HIPAA, APRA, AFP, and AHP, and ability to safeguard donor confidentiality in accordance with Foundation and system policies.
- Familiarity with relational databases and reporting tools, and strong Microsoft Office skills, including Excel, Word, and PowerPoint.
- Experience with Raiser's Edge or a similar fundraising database or CRM, and standard prospect research resources.
- Knowledge of current trends in prospect research, wealth analysis, and nonprofit business.
- Experience calculating approximate public and private business valuations.
Responsibilities
- Encourage and inform robust portfolio cultivation by providing development officers with regular feedback on portfolio efficiency, productivity, and opportunity, and helping move prospects and donors from identification through stewardship.
- Evaluate the quality of prospect assignments based on financial assessment, affinity, and giving interests.
- Maintain and refine prospect management protocols, including prospect codes and portfolio data.
- Proactively identify new major, annual, and planned gift prospects, including individuals, companies, foundations, grateful patients, and families.
- Screen, research, and prioritize grateful patients and families using physician referrals and screening data.
- Identify organizational connections through board members and friends.
- Research and evaluate prospects’ financial status, gift capacity and propensity, philanthropic interests, and alignment with Baylor Scott & White’s mission.
- Conduct proactive and reactive research using online databases, business and biographical directories, periodicals, screening software, SEC filings, and other published materials.
- Prepare prospect profiles, snapshots, and briefs covering biographical, financial, professional, philanthropic, and capacity information.
- Participate in prospect strategy development and adapt to changing situations.
- Work with the Research Officer to coordinate team workflow, manage weekly workload, and set priorities.
- Evaluate research processes, methods, and products to meet fundraisers’ and organizational needs.
- Manage the collection, analysis, and accurate documentation of major and planned gift prospect information, ensuring donor and prospect data integrity.
- Oversee regular updates and cleanup of the Raiser's Edge database, including planned giving, major gifts, cultivation-stage tracking, and prospect research data.
- Provide reporting, data, and mailing lists to support cultivation, solicitation, and stewardship initiatives.
- Support annual giving and appeal strategies in partnership with the Director of Communications and Annual Giving.
- Staff and support major off-site fundraising events.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
