NSU Associate Director for Prospect Management and Research

Virginia Information Technologies Agency • Norfolk, VA

3d • Onsite

About The Position

1. Create and implement a prospect management system to include processes and
policies that identifies, screens and rates prospects, defines prospect
management workflows, timelines and metrics.
2. Analyze the confidential and relevant information to assess financial
capacity and recommend cultivation strategies. Distinguish top tier donors with
indicators that detail the donor’s propensity, affinity and capacity for major
gifts to Norfolk State University.
3. Design a range of research reports on prospects based on a combination of
data from the donor database, available financial records, organizational
background, real estate ownership and other ethical intelligence gathering
techniques that provides high quality research on individuals, corporations, and
foundations.
4. Assign new prospects to major gift officer portfolios from multiple referral
sources, matching prospect interest with fundraising priorities. This will
include periodic review of CRM records to identify existing lower tier donors
with major gift potential and to qualify major gift donors ready for their next
major gift.
5. In consultation with the Assistant Vice President for Development, ensure
that prospects are guided through the philanthropic donor cycle through regular
portfolio review sessions and moves management discussions with development
officers.
6. Use prospect research to provide analytical support and regular reports for
new fundraising initiatives.
7. Develop relationships with fundraisers that foster an understanding of
applications for prospect management.
8. Provide general support to development staff and work on special projects
when necessary.

Requirements

• Bachelor’s Degree from an accredited university or college required.
• Minimum of 5 years of relevant work experience.
• Demonstrated experience in overseeing a comprehensive database management system using analytical skills to organize information, including running query-based reports.
• Demonstrated experience in prospect research, development, or an information-related field, preferably in a higher education environment.
• Ability to recall, recognize, and communicate interrelated information pertaining to donors and prospects.
• Experience with prospect research programs such as Raiser’s Edge, Target Analytics, Salesforce, iWave, Lexis/Nexis, ZoomInfo and/or WealthEngine.
• Strong computer skills and demonstrated background in internet-based research.
• Excellent oral and interpersonal skills, including diplomacy, required to function effectively among development officers, leadership, and other campus constituencies.
• Ability to work in a team environment, yet demonstrate the ability to work independently, prioritize work, and meet deadlines.
• Ability to maintain confidentiality and work with sensitive information.

Nice To Haves

• Demonstrated understanding of the Association of Professional Researchers for Advancement (APRA) Body of Knowledge.
• Demonstrated project management skills with the ability to evaluate complex data.
• Demonstrated ability to work in a demanding environment.
• Knowledge of domestic wealth indicators, lifestyles, investment structures, and approaches to philanthropy.

Responsibilities

• Create and implement a prospect management system to include processes and policies that identifies, screens and rates prospects, defines prospect management workflows, timelines and metrics.
• Analyze the confidential and relevant information to assess financial capacity and recommend cultivation strategies.
• Distinguish top tier donors with indicators that detail the donor’s propensity, affinity and capacity for major gifts to Norfolk State University.
• Design a range of research reports on prospects based on a combination of data from the donor database, available financial records, organizational background, real estate ownership and other ethical intelligence gathering techniques that provides high quality research on individuals, corporations, and foundations.
• Assign new prospects to major gift officer portfolios from multiple referral sources, matching prospect interest with fundraising priorities.
• Use prospect research to provide analytical support and regular reports for new fundraising initiatives.
• Develop relationships with fundraisers that foster an understanding of applications for prospect management.
• Provide general support to development staff and work on special projects when necessary.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1-10 employees