Job Description

SUMMARY OF POSITION: Reporting to the Director of Advancement Services, the Prospect Management & Research Coordinator will provide critical team support in a courteous, helpful, unbiased, and professional manner through comprehensive prospect research as well as assist the Philanthropy Officers with monitoring donors through the pipeline.

ESSENTIAL DUTIES/ NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prospect Management Duties (50%)

• Liaise bi-weekly with President to ensure all donor activity is recorded and coded appropriately for moves management
• Prepare and facilitate monthly pipeline review for progress reporting and projections to leadership to identify priorities that need attention
• Provide research and moves management support for Individual Leadership and Principal Gift Plans
• Manage the defined prospect tracking system that is in alignment with *moves management metrics, and with the storage and use of data from wealth screenings and DonorPerfect online.
• Oversee the Moves Management module
• Compile, sort, and prioritize lists of donors and prospects in ways that enable the university to understand its constituency's giving capacity and giving propensity.
• Actively participate in strategy meetings to support the organization's fundraising activity by providing necessary research on existing and prospective donors.
• Create benchmarks to assist the Philanthropy Officers are properly informed of new prospect names, then monitor and report on the progress of these goals.
• Screen prospective and existing donors to provide in-depth wealth screening, philanthropic giving, and other analytical information.
• Collaborate with the Executive Administrative Assistant of the President to provide a profile document and respond to any questions the President may have about the donor. This individual has their primary duty to include the exercise of discretion and independent judgment with respect to matters of significance.

Administrative Duties (30)%

• Responsible for the deceased tracking, verifying, and informing the team.
• Assist in managing data integrity within the database.
• Lend support to endowment reporting for the Director of Donor Relations.
• Proof all new pledge forms before they are sent to the donor to ensure the data is correct.
• Proof all new endowments.
• Create the record in DonorPerfect for each new endowment and verify the requirements are correct. Alert the Philanthropy Officer, Donor Relations, the Vice President of Finance, and Advancement Services that the endowment record has been set up. Ask Donor Relations to check the data and the Gift & Database Coordinator to set up the G/L Code.
• Create the file for each endowment and file in the File Room.
• Receive student withdrawal and leave of absence forms from the Registrar's Office and update student recipients in the database. This ensures that Donor Relations is able to inform the scholarship committee that these students are no longer attending Converse.
• Receive all name changes from the Registrar's Office and update in the database.

Research Duties 20%

• Expand individual, foundation, and corporate prospect pools through development research using multiple online tools; prepare prospect research profiles.
• Research existing and lapsed donors to make recommendations for appropriate actions.
• Other duties as assigned by the Vice President of Institutional Advancement and External Relations .

*The Moves Management Module provides Converse University the ability to design, schedule, and carry out a set of contact "moves" for a group of donors. For example, you can create a plan to solicit donations from your major donors for your annual appeal or capital campaign. Each plan includes a specific set of actions (e.g., phone calls, emails, and meetings).

JOB QUALIFICATIONS

Minimum qualifications:

• Associates degree accepted and 3 years of experience in the area of prospect research or research.
• Prior experience database knowledge preferred.

Preferred Qualifications:

• Bachelor's degree and 1 year of experience

Knowledge/Skills/Abilities

• Candidates must be able to work in a fast-paced environment under deadlines and have extensive experience with Microsoft Office Suite including Word, Excel and Google Suite to include Google Drive and Gmail. Mail merge expertise and excellent proofreading skills are critical. Experienced at using donor database management software is preferred.
• Ability to maintain the integrity of confidential data.
• Ability to learn propriety software for creating planned giving proposals and researching donors
• Knowledge of development and fundraising principles highly desired.
• Familiarity with planned giving instruments and practices preferred.
• Self-starter, high energy and goal oriented.
• Organizational skills; prompt and accurate reporting abilities and an understanding of the confidential nature of developmental work.
• Outstanding listening, communication and personal relationship skills.
• Proven ability to write and speak articulately.
• Ability to work in a close and collaborative way with members of the advancement services, development, and finance office team members.
• Comfortable managing multiple projects, priorities and deadlines.
• Commitment to the highest standards of customer service and professionalism.
• Attention to detail, ability to multi-task and high level of organization, and flexibility are critical to managing these responsibilities successfully.
• Well-grounded philosophy of honesty, integrity and respect
• Demonstrated ability to establish and maintain effective working relationships with various constituents including both internal to the organization and with the public
• Ability to work with and engage a diverse group of people
• Ability to work independently yet value and support a team-based environment
• Demonstrated professionalism and positive attitude

*this is standard language related to our university service expectations

GUIDELINES AND SUPERVISION: The position reports to the Director of Advancement Services and provides team support to the Philanthropy Officers with monitoring donors through the pipeline. The nature of the work of this office requires this staff member to exemplify professionalism; decisions are made under oversight of the Director of Advancement Services.

The employee has the primary duty of performing office or nonmanual work directly related to the management or general business operations of the employer or the employer's customers. This position works independently to vet and research potential donors, build a profile, and provide this to the President for fundraising calls, events, and meetings. They collaborate with the Executive Administrative Assistant of the President to provide a profile document and respond to any questions the President may have about the donor. This individual has their primary duty to include the exercise of discretion and independent judgment with respect to matters of significance. The individual is also responsible for the database Donor Perfect. Implementing new processes and managing the overall flow of communication to the IA department as it relates to the program.

Work Schedule: Converse University standard operating hours.

Licenses: None required

DISCLAIMER: The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

We believe that a diverse faculty and staff are essential to achieving academic excellence; thus, we strongly encourage applications from candidates from all racial, ethnic and cultural backgrounds.

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