Prospect Development Director

Prospect Development Director

Requirements

• Bachelors Degree or equivalent
• 8-10 years of work experience

Responsibilities

• Develops and implements best practices, policies, and services to support prospect and portfolio management.
• Conducts portfolio reviews at least quarterly with gift officers.
• Assesses portfolio composition to understand needs for future assignment and ensure a pool of pre-qualified prospects for the portfolio.
• Recommends prospects to be removed from or added to portfolios and supports gift officers as they manage their portfolios.
• Provides strategic support to gift officers as they plan visits with prospects and donors.
• Oversees the fundraising forecast through open proposals, ensuring donors and prospects are assigned to and move between the appropriate program and portfolio within our fundraising programs.
• Accelerates the performance of principal, major, and planned gift pipelines through work with gift officers, including portfolio reviews, moves management, and strategic recommendations.
• Develops and deploys a robust grateful patient screening strategy.
• Directs grateful patient identification strategy for major giving and principal giving programs.
• Collaborates with Advancement Services team to track and manage patients from the healthcare system, through screening and validation, and ultimately into the fundraising CRM, Raiser’s Edge.
• Reviews new prospect and patient lists and recommends areas for focus with support of IA leadership team.
• Proactively and independently executes strategies to identify sources of major gift prospects using creative research techniques, push technology, news alerts, print materials, gift reports and action notes, query building/data mining, and electronic search methodologies.
• Manages and provides oversight of prospect research efforts to ensure the IA team is provided with updated and accurate information about prospects, patients and donors.
• Gathers, analyzes and synthesizes information to determine a prospect’s biographical and professional background, financial capacity, giving propensity, philanthropic interests, and relationships to MUSC.
• Oversees quantitative analysis ratings based on financial data and complex financial disclosure documents (SEC filings, real property files, etc.).
• Ensures complete, accurate, and timely updates of information maintained in Raiser’s Edge as it relates to biographical, business, research notes, and prospect management data.
• Monitors and assists in preparation of concise written analytical reports such as profiles, biographies, narratives, lists, spreadsheets, and charts that summarize and synthesize data and other critical information.
• Handles sensitive information with confidentiality and tact.
• Ensures self and team adheres to research guidelines and methodologies as defined by Apra as well as the Association of Fundraising Professionals (AFP) Code of Ethics.
• Communicates with and trains staff regarding prospect strategies, prospect identification efforts, and research requests.
• Documents processes and assists in providing training and support on prospect management procedures and use of the database to key MUSC personnel involved in fundraising.
• Provides regular reporting on gift officer metrics, portfolio baselines, and pipeline management practices.
• Works with Advancement Services team to create reports and dashboards to analyze prospect development efforts and provide insights into portfolio performance.
• Works with Advancement Services team to create best practices for report production and updates.
• Oversees and manages the prospect development arm of the Advancement Services Team.
• Defines a strategic vision for the prospect development program at MUSC.
• Develops, implements, and manage day-to-day operations of MUSC IA prospect development efforts, including identification and prioritization of new prospects, recommending portfolio assignments and removals, and evolving portfolio management practices.
• Collaborates with IA leadership to refine the definitions and metrics of fundraising and gift officer success, coordinating the development of necessary reports to monitor activity and outcomes.
• Collaborates with the Senior Director of Advancement Services, database management team, gift officers, and the IA leadership team in the formulation of policy and execution of all research and prospect management projects.

Preferred Qualifications

No preferred qualifications provided.