Assistant Director, Prospect Strategy - Western Kentucky University
Western Kentucky University
Location: Bowling Green, Kentucky
Internal Number: 153406
Location: Bowling Green, KY Category: Staff Posted On: Mon Sep 19 2022 Job Description:
The Division of Philanthropy & Alumni Engagement (PAE) seeks to foster lifelong relationships with WKU constituents through activities designed to honor the WKU spirit, engage all members of the WKU family in the life of the University, and secure private support to advance WKU's mission. The Division's core values drive our success through: a Positive and supportive culture, being Accountable for our work and to our peers, demonstrating we are a Resilient team that adapts to change, and see Feedback as an opportunity for growth, and above all, expect Professionalism at all times.
The Assistant Director of Prospect Strategy reports to the Executive Director of Strategic Operations & Appeals and works with the Prospect Strategy Associate to manage donor prospecting and research activities at Western Kentucky University. This position is one of the key liaisons between Gift Officers and prospect identification, assignments, research support, and prospect management including proposal entry, stage changes, pipeline efforts, research and segmentation. This position supports the prospect management and research needs of approximately 15 full-time fundraising professionals. Responsibilities include the identification, research, and analysis of alumni, parents, and friends in support of fundraising efforts at WKU. This position utilizes online research tools to update prospect records and provide recommendations of philanthropic prospects.
Essential Job Functions
The following duties are customary for this position, but are not to be construed as all-inclusive. Duties may be added, deleted and assigned based on management discretion and institutional needs.
Prospect Data Management
Develop, organize and conduct internal prospecting activities to identify potential major gift donors in support of fundraising initiatives.
Maintain in-depth analysis of prospect and portfolio data in order to inform strategic decision-making by fundraising managers.
Implement prospect management, handling, pipeline, coding and analysis functions.
Manage prospect records in database system and performs regular audits of prospect management data.
Work with users to ensure accurate data and, as needed, develop training and support materials on prospect management policies and procedures.
Maintain a system for monitoring prospect and portfolio movement and support and assist fundraisers in portfolio management and prospecting activities.
Utilize data to make meaningful and strategic recommendations for prospecting.
Compile and monitor business plan solicitations and proposal pipelines.
Audit portfolios and manage the assignment review process, which includes leads generated, and categorize prospects according to the prospect classification.
Schedule and lead quarterly reviews with gift officers to review portfolios, business plans and prospecting strategies.
Work with Data Specialist to create and maintain reports for prospect management, analytics and segmentation.
Contribute to the planning and implementation of comprehensive, proactive prospect identification and management of potential prospects.
Coordinate with vendors as needed to ensure data feeds between Advance and Evertrue transfer accurately, collaborate with vendor on assignments, and monitor biographic updates via Evertrue and gift officers.
Work with leadership and fundraisers to define needs, share results, and enhance the value and effective use of research in identifying, qualifying, cultivating, soliciting, and stewarding donors.
Execute prospect identification activities for new prospects utilizing external information and prospect research tools and databases.
Produce prospect and donor profiles and event bios when needed to support cultivation and solicitation activities.
Integrate newly identified prospects into the allocated prospect discovery pool for qualification and assignment.
Track research productivity with database metrics and project management tools.
Conduct research using public, proprietary, purchased or leased databases, newspapers, published materials, and other resources to identify potential donors and funding sources.
Utilize prospecting tools such as data screening and modeling to provide analyses of targeted groups and overall prospect pool.
Foster Collaboration and Partnerships
Assist others on the team and/or across the Division on special projects to support the Division needs as necessary.
Build partnerships across campus to drive PAE initiatives.
Support Best Practices
Collaborate with team members and recommend improvements.
Research best practices; evaluating and learning new tools to support philanthropic and alumni engagement needs.
Contribute outside-the-box ideas in conjunction with research and best practices to position the Division to be leaders in the industry.
Knowledge and Skills Considered Essential for Success
Must be a self-starter, organized and able to work in a team environment.
Ability to establish priorities and work independently.
Research skills necessary to locate and validate information from multiple sources including websites, social media, and commercial research databases.
Advanced problem-solving and critical-thinking skills.
Ability to manage to completion large, long-term or fast-moving projects.
Strong attention to detail and accuracy with data entry and project tracking.
Strong grammar and writing skills.
Superior and effective interpersonal, written, and verbal communication and presentation skills.
Computer literacy and proficiency to include Microsoft Office Suite with high proficiency in Excel and aptitude for learning new software packages.
Knowledge of commercial research databases such as Lexis Nexis.
Strong organizational skills and the ability to manage large volumes of data in an accurate and meaningful way.
Experience with data analysis and reporting.
Ability to use discretion in working with sensitive, confidential materials and data.
Kentucky state law requires all public institutions of postsecondary education to conduct pre-employment criminal background checks to determine suitability for employment.
Western Kentucky University (WKU) is committed to a policy and practice of providing equal employment and educational opportunities to all individuals. In accordance with Title VI and VII of the Civil Rights Act of 1964, Title IX of the Educational Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, Revised 1992, and the Americans with Disabilities Act of 1990, no form of discrimination or harassment will be tolerated at WKU on the basis of race, color, ethnicity, national origin, creed, religion, political belief, sex, sexual orientation, gender identity/expression, marital status, age, uniformed services, veteran status, genetic information, pregnancy, childbirth or related medical conditions, or physical or mental disability in admission to career and technical education programs and/or activities, or employment practices.
Persons with disabilities, who need reasonable accommodations to participate in the application and/or selection process, should notify the office of Equal Employment Opportunity/Affirmative Action/University ADA Services (EEO). To request an accommodation, report/express a complaint, or ask questions regarding WKU's Discrimination and Harassment Policy (#0.2040), please contact Mr. Joshua Hayes, EEO Director/Title IX Investigator/University ADA Coordinator, via email at [email protected] or by phone at (270) 745-5121.
The University is also required to investigate complaints of sex and gender-based harassment, also a form of discrimination, and has designated the Title IX Coordinator as the individual responsible for coordinating the investigation and response to such complaints. The Title IX Coordinator for the University is Ms. Ena Demir, who can be contacted via email at [email protected] or by phone at (270) 745-6867. Additional information regarding Title IX is accessible via WKU's https://www.wku.edu/titleix/ website.
Western Kentucky University (WKU) prepares students of all backgrounds to be productive, engaged, and socially responsible citizen-leaders of a global society. The University provides research, service and lifelong learning opportunities for its students, faculty, and other constituents. WKU enriches the quality of life for those within its reach.