About The Position

Under the supervision of the Director of Prospect Management and Research, this position will have an active role in researching and analyzing major donor and prospect information to optimize fundraising portfolios. Proactively identify and evaluate potential donors according to interest, university affinity, and financial giving capacity for development officers to qualify, cultivate, solicit, and steward. Develop and evaluate portfolios on current donors and future prospects using wealth screening data, research tools, and internal data sources. Support the maintenance of the prospect module of Advance to track all major fundraising activities and ensure data integrity and accuracy. Participate in selecting meetings with the Prospect Management and Research team.

Requirements

  • Equivalent to a bachelor’s degree in a related field.
  • Relevant education and/or experience which demonstrates acquired and successfully applied knowledge and abilities may be substituted for the required education on a year-for-year basis.

Responsibilities

  • Researching and analyzing major donor and prospect information to optimize fundraising portfolios.
  • Proactively identify and evaluate potential donors according to interest, university affinity, and financial giving capacity for development officers to qualify, cultivate, solicit, and steward.
  • Develop and evaluate portfolios on current donors and future prospects using wealth screening data, research tools, and internal data sources.
  • Support the maintenance of the prospect module of Advance to track all major fundraising activities and ensure data integrity and accuracy.
  • Participate in selecting meetings with the Prospect Management and Research team.

Benefits

  • Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

5,001-10,000 employees

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