This position works closely with Development and Alumni Relations staff to enhance Lehigh University's fundraising efforts by assisting in the identification of new prospects, preparing comprehensive research reports and profiles, project management of research for key University initiatives, and provides both proactive and reactive prospect research services for Development and Alumni Relations. The Lehigh community takes seriously our commitment to antiracism and The Principles of our Equitable Community.
1. Research and Analysis *Compile and analyze detailed biographical and asset data on individuals to determine gift capacity, Lehigh affinity and philanthropic giving and updating the database accordingly. Investigate prospect's financial status, including stock holdings, salary, real property and community philanthropy. Research history of relationship, contacts and philanthropy with Lehigh University *Identify and access all pertinent reference and library sources, including hard-copy and on-line references, Lehigh University Archives and local and national libraries. Identify and obtain detailed financial disclosures, including: SEC shareholder filings, IRS 990 filings, proxy statements, corporate annual reports, property records and corporate and biographical references. Identify and access a variety of proprietary databases and various Internet sites. Using creativity, initiative and judgment to determine and locate additional sources of prospect information *Review, analyze and synthesize data as it relates to the fundraising strategy. Determine information pertinent to prospect's potential, propensity to give and the solicitation process. Verify facts; resolve discrepancies between various sources. Identify philanthropic patterns, tendencies and relationships among individuals and family foundations *Using wealth and data analytic screenings, validate/qualify those with the potential to make major gifts *Provide counsel to gift officers regarding the interpretation of prospect research data *Assists in the proactive identification through projects and resource-based identification efforts *Create, vet and maintain news articles on key major gift prospects *Adhere to and keep abreast of current best practices in Development Research, including maintaining the confidentiality of donor data and handling all data in a discrete and ethical manner *Assist on special projects and perform other duties as assigned
2. Prospect Profile and Briefing Development *Compose and edit written summary and briefing reports on major gift prospects for University senior leadership *Collaborate with the gift officer and be a participant in the evolution of the profile writing process *Translate complex corporate and asset-based language into easily comprehensible terms * Use appropriate and standard grammar, style and content tailored to the audience
3. Project Management for Key Research Initiatives *Serve as project manager on projects as assigned by the director of prospect management and research *Collaborate with gift officers and DAR partners on the structure, process and deliverables of these projects. Keep key players abreast of project progress and any changes in deliverables
Position Number: S88540
Grade: 8-40; $45,490 - $54,600
This is an approximate range and is subject to change based on experience, skills and qualifications.
Special Considerations
Persons with disabilities who anticipate needing an accommodation for any part of the interview or hiring process may contact Lehigh's Accommodations Specialist at [email protected]
This position may be eligible for a fully remote work arrangement pending University approval; remote work opportunities for non contract positions are only offered within the United States
Qualifications
Bachelor's Degree in Liberal Arts, Economics, Social Sciences, Business or the equivalent combination of education and experience
One to three years related work experience
Strong organizational skills
Strong communication and interpersonal skills
Experience reading and interpreting financial statements
Research experience and statistical analysis
Experience working in a higher educational institution or non-profit organization
Successful completion of standard background checks including but not limited to: social security verification, education verification, national criminal background checks, motor vehicle checks, PATCH, FBI fingerprinting, Child Abuse Clearance and credit history based upon the requirements of the position
Only complete applications will be considered therefore please complete the application in its entirety. Once the posting is removed from the website applications may no longer be allowed to be completed.
Lehigh is a premier residential research university, ranked in the top tier of national research universities each year. We are a coeducational, nondenominational, private university that offers a distinct academic environment of undergraduate and graduate students from across the globe.