The Point Loma Nazarene University community is, and intends to be, a decidedly Christian community, as exhibited by our shared beliefs, corporate practices, and Christlike character.
The Prospect Research Manager reports to the Executive Director of Advancement Operations and works closely with the Director of Advancement Services to provide strategic intelligence for University Advancement. Partners with front-line fundraisers to provide prospect identification, analysis and tracking. Interprets and summarizes data from a variety of sources. Utilizing data-informed strategies, provides recommendations for appropriate prospect cultivation. Works with development officers to provide specific information regarding donor engagement, philanthropic interests and capacity, and other factors influencing giving potential. The Prospect Research Manager will use data analysis to discover potential opportunities and will participate in data analytic projects to identify new individuals for both specific fundraising needs and for the department at-large.
Develop and oversee the implementation and execution of a systematic portfolio review and maintenance process for major giving and planned giving.
Serves as primary liaison to assigned development officers to provide discovery prospects and portfolio balance.
Interpret relationship management data for development officers in regular meetings. Troubleshoot ways for fundraisers to best capture their activity.
Provide descriptive statistics and analysis of assigned development officers prospect pools and portfolios in order to assist development officers with prioritizing prospects, relative to specific fundraising goals.
Track prospect movement, contacts, and proposals.
In collaboration with the Executive Director of Advancement Operations and the Director of Advancement Services, recommends and assigns new prospects to appropriate development officers and University Advancement leadership, for discovery and cultivation, with attention to balancing portfolios.
Establish ways to monitor and seek feedback to ensure assigned development officers receive appropriate research support and understand uses of prospect development data.
Prospect Identification and Analysis
Work as an internal consultant to meet prospect identification goals for each assigned development officer by initiating, performing and evaluating results of a variety of prospect identification projects that align with portfolio needs.
Advise development staff on use of predictive modeling and wealth screening data.
Design systematic, as well as one-time projects, to qualify and quantify segments of the university’s prospect pool for multiple engagement purposes and campaign priorities, through the use of screenings, predictive models, and querying the database.
Communicate clearly the process and results of data analysis projects in a variety of formats that support emerging cultivation strategies.
Manage the annual review of new parent prospects, identifying those qualifying as major gift prospects and contributing to the development of appropriate engagement.
Research of Identified Potential Donors
Create appropriate, timely, strategic briefings on top prospects for University Advancement and University leadership strategy sessions. Includes analyses of donor gift capacity, philanthropic motivation/interests, timing of gift, engagement with PLNU, and factors affecting wealth as well as identifying what critical information may be missing.
Produce and deliver prospect profiles based on departmental research standards within agreed upon timelines, tailored for distinct audiences, including University leadership and other key stakeholders.
Collaborate with colleagues to identify possible networks and synthesize pertinent relationship data for each level of research, using visual displays as appropriate.
Participate actively in advancement prospect management meetings by proactively offering relevant research findings, industry analyses, and recommendations to inform strategy and decision-making.
Collaborate with Advancement Services in the development of reports and data visualizations to inform the areas of research, prospect management and major giving.
Identify and recommend process improvements and new sources of data that will serve to better evaluate prospect pools/constituencies, becoming a partner in preserving and enhancing the quality of information in the database.
Assess the quality, reliability, and accuracy of current and emerging research tools and resources, understanding the emerging tools that can reveal prospect interests, relationships and networks.
Integrate industry trends, tools and new resource options to maximize efforts in discovering, analyzing and tracking prospects.
Orient development officers to research and relationship management policies and system procedures in the database; interpret the policies as needed.
Train development officers on how to understand and use research capacity ratings for prospect prioritization and strategy.
Project Management, Professional Development
Maintain an active and thorough knowledge of key university constituencies and institutional priorities.
Manage projects across teams by providing a project framework, collaborating with key staff members, and delivering clean and consistent communication to stakeholders.
Independently manage and prioritize workload from planning stages to completion.
Develop and maintain expertise in fundraising in order to present research in strategic and relevant ways and to contribute to the growth of the prospect development team as internal knowledge providers.
Negotiate directly with assigned development officers on deadlines, feasibility and scope of projects.
Exercise appropriate initiative through troubleshooting and basic project design.
Maintain an active role in professional research/relationship management networks.
Safeguard the confidentiality of donor information at all times, adhering to the ethical and confidentiality guidelines of University Advancement, APRA, CASE, and AFP. Remind development officers of this issue as needed.
Ability to work with all levels of colleagues and to employ the verbal, written, and visual communication strategies that serve the task at hand.
Prospect research skills, familiarity with online resources, as well as electronic database search experience are a plus, as is experienced with Raiser's Edge database system.
2-3 years work experience in the non-profit fundraising field;
Experience working with a relational database, preferably Raiser's Edge,
Preferred, adept at query and report writing;
Preferred, experience in data mining techniques and procedures and knowing when their use is appropriate.
SKILLS AND ABILITIES
Ability to navigate and learn unfamiliar information systems and use a variety of computer programs with little or no guidance.
Aptitude for critical thinking and problem solving; ability to think strategically about the potential implications of information found and willing to make judgment calls as appropriate.
High level organizational skills for building records that are current and easy to access.
Self-starter, with proven experience in effectively handling details, priorities, multiple projects, and competing deadlines.
Must be persistent and resourceful, especially in exploring and adapting research methodology.
Able to maintain sensitive and confidential information under the ethical guidelines established by industry standard organizations (e.g. APRA, CASE, and AFP).
Strong to outstanding computer skills.
The work is primarily sedentary and may require sitting for extended periods of time. Use of computer equipment: computer keyboard, mouse, and monitor. Ability to read documents, email and other correspondence, and reports on paper and computer monitor. Hearing and speaking to communicate effectively with others in person and by phone. Ability to stand, stoop, push, pull, and lift up to 10 lbs throughout the day.
BENEFITS Benefits include health, dental, tuition benefits for employee and dependents, competitive retirement matching, vacation and sick time, and 15 paid holidays per year. In addition, we have many opportunities to engage with our community including staff chapel, monthly lunches ??and a robust wellness program.
Point Loma Nazarene University does not discriminate on the basis of race, color, national origin, sex, age, disability or status as a veteran in any of its policies, practices or procedures. In a continuing effort to enrich its academic environment and provide quality educational and employment opportunities, PLNU actively encourages applications from members of underrepresented groups in higher education.
At Point Loma Nazarene University, academics, faith, and community are all vital. Students benefit from this balanced approach to education and leave PLNU prepared to think, act, and contribute to the world. In addition to more than 60 undergraduate areas of study, PLNU offers graduate program regional centers throughout Southern California. PLNU serves more than 3,500 students.PLNU is a community committed to calling. As a result of our mission to provide whole-person education in the context of our Christian faith, our faculty and staff are known for their excellence, regardless of their responsibilities or field.We believe God calls all of us to participate in bringing about His Kingdom in a unique and deeply personal way. We also believe in pursuing calling together. Excellent work and meaningful relationships all belong to what we call vocation. Being part of a community full of individuals engaged in the same endeavor will set you up for a lifetime of weaving calling into who you are and everything you ever do.Be part of something meaningful. Discover and cultivate your true potential. Be part of Point Loma Nazarene University.