Development Research & Prospect Manager

5 days left

Location
San Francisco, California
Posted
Jul 26, 2019
Closes
Aug 25, 2019
Position Type
Full Time

STATUS: Fulltime/Regular/Exempt

REPORTS TO: Deputy Director of Development

SALARY: DOE + Benefits

Scope:  This is a full-time position responsible for the management of research for the entire A.C.T. Development department, with specific emphasis on overall prospect management and prospects related to board, major gifts, corporate, foundations, the Committee of Trustees and Governance (COTG) and Development committees, and any additional fundraising and/or capital campaigns as needed. Management of these activities includes: prospect research, database analysis, project management and gift strategy. The Development Research and Prospect Manager (DRPM) is also responsible for leading the Development team regarding standards for donor information related to prospect management and the maintenance of a moves management system in Tessitura.  Additionally, the DRPM will be a key team leader in the organization’s management of Tessitura CRM system and will be the department’s lead administrator of its iWave prospecting software. The DRPM plays an integral role in creating and implementing the overall strategy of the fundraising department.  

Reporting

The Development Research and Prospect Manager will report to the Deputy Director of Development and will work collaboratively with the Director of Development and other gift officers on collecting prospect research and strategizing gift solicitations.

 

Responsibilities 

 

Prospect Identification:

 

  • Use data mining, donor analytics and predictive modeling techniques to identify new prospects within the database.
  • Regularly read all appropriate newspapers, websites, business journals, real estate updates to populate and replenish the prospect pool.
  • Proactively identify 15-20 robust prospects per month for individuals, foundations, and corporate giving.
  • Proactively identify prospects for Committee on Trustees and Governance pipeline.
  • Follow up with staff and committee members to keep them on target with tasks and assignments.
  • Remain current on significant gifts, events, etc., in the community to identify new prospects not necessarily within A.C.T.’s database.
  • Ensure effective integration of prospect screening data as appropriate.
  • Pull targeted lists to support special events, major and mid-level gifts, planned giving, in-kind donations and other development outreach efforts.

 

Prospect Research:

 

  • Conduct biographical and financial research using recognized prospect research procedures, electronic databases, on-line reference resources, and printed resources.
  • Create reports on prospect information and collect research, integrating information from a variety of sources into a format designed for efficient review.Reports include full bios, thumbnails for special events, short summaries for board members and other formats as requested.
  • Create prospect-related materials for Development and COTG committee meetings.
  • Prepare prospect-related materials for all special events, including cultivation assignments and seating notes.

 

Prospect Management:

 

  • Oversee and maintain the organization’s moves management system in Tessitura, ensuring all pipelines are moving forward on time and solicitation and biographical information is consistently updated.
  • Train and oversee Development staff on the utilization of the prospect management system.
  • Actively participate in cultivation/solicitation planning meetings, including direct mail campaign solicitations
  • Work with Individual Giving staff, Institutional staff, Development Assistant and others to track moves/management of corporate, foundation, board and individual giving prospects.
  • Manage and maintain movement through pipeline for use as a visual representation of forward movement of prospects.
  • Ensure gift officers and other front-line fundraisers participate in and adhere to the moves management system.
  • Enter data and pull/edit reports.
  • Track and updated financial projections and forecasts for all major donor campaigns.

 

Data Oversight:

 

  • Maintain integrity of donor data, including creating protocols for team to follow.
  • Schedule database record merges.
  • Join database User Group and work on projects for the database in accordance with technology updates and changing best practices.

 

Professional Qualifications

  • Two to three years of development research experience
  • Strong project management skillset
  • Strong computer and database management skills; familiarity with the Tessitura database is highly desired.
  • Superior oral, written communication and presentation skills
  • Regularly problem solve and negotiate with tact and diplomacy
  • Successful candidate will be expected to adhere to the Code of Ethics of APRA, the professional association related to prospect research and fundraising

 

Personal Attributes

  • A researcher’s innate drive to “dig deeper”
  • Personable, positive and diplomatic individual with integrity and a sense of humor, who works effectively with Board, donors, volunteers and staff
  • Strong initiative, self-confidence, creativity, and entrepreneurial skills, who enjoys working as a team player but also has the capability to work independently and as a self-starter
  • Well-organized, able to plan and manage strategically yet have sufficient focus on details to assure effective implementation and follow through
  • Genuine interest in the arts who understands and supports A.C.T.’s mission with natural ability to articulate this mission and role to others
  • An innate ability to inspire those working with him/her toward accomplishing common objectives and goals

 

Compensation/Schedule

  • This is a full-time exempt position with benefits. This position works normal business hours with periodic evenings and weekends required.

To Apply

Send cover letter including salary requirements, resume and references to Development Research and Prospect Manager Search at hr@act-sf.org

Deadline: Position available immediately. Open till filled.

What we look for in our staff:  the ability to imagine, the energy to create and explore new ideas and the freedom of spirit to celebrate our diverse community. To learn more about A.C.T., visit our website at www.act-sf.org. No calls, please.  EOE.

Diversity makes us stronger. A.C.T. is committed to diversity in its programming and creating an inclusive work culture and environment that is reflective of the San Francisco Bay Area. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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