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Prospect Research and Management Officer 8696BR University Advancement Development
Job Summary The Prospect Research and Management Officer is the strategic partner of the development officer, ensuring that they have the appropriate portfolio of prospects and that prospects are being qualified, cultivated, solicited, and stewarded in line with the strategic goals of the division. They are charged with maintaining portfolio structure, analysis of the movement of prospects through the solicitation cycle, prioritizing prospects for outreach, and anticipating information needs of their assigned units. Duties include strategic portfolio analysis, conducting donor research, providing capacity ratings, augmenting strategies, and information needs, and providing assistance to Prospect Development colleagues as needed.
This role is responsible for locating, assessing, interpreting, disseminating, and directing information about major gift donor prospects and other VIPs, friends, and alumni in the service of University Advancement and securing private philanthropy for RIT. This role also helps analyze donor trends and provides business intelligence to frontline fundraisers to help maximize their prospect portfolios.
Job Responsibilities: Major Responsibilities:
Analyzes patterns of giving and characteristics of current donor pool including demographic data; employment information; levels of involvement; giving history amount, frequency, level vs. expectation, etc.
Creates and regularly disseminates resources to keep leadership and colleagues apprised of institutional, donor prospect, and industry news with relevance to fundraising.
Educates frontline fundraising personnel about role of prospect research and management, builds partnership with gift officers to grow institutional memory, and promotes professional status of advancement research.
Trains and orients new gift officers about prospect research and management through formal and informal approaches.
Makes recommendations on prospect's gift capacity and likelihood ratings; assists solicitors in formulating 'ask' amount and strategy.
Assists in maintaining data integrity via prospect management workspaces. Helps with portfolio management; ensures assigned gift officers portfolios are balanced and supported with optimal prospect pool. Manages gift officers requests.
Assists in managing reporting, data validation, and remediation strategies in connection with gift officer metrics; maintains data hygiene best practices, prospect identification, portfolio penetration, proposal conversion rates, and solicited revenue.
Produces specialized research targeted to prospect portfolios and develops solicitation strategies.
Creates impactful research deliverables for fundraisers and leadership, including critical briefing materials for dean, vice president, and president meetings.
Researches high net worth individuals, donor prospects, alumni, board candidates, private companies, and public corporations. Assesses their philanthropic interests, giving capacity, propensity, and readiness.
Uses print, electronic, and internet-based methods to pursue research and collect facts; filters through the lens of fundraising. Identifies and evaluates new research tools to remain continually up-to-date with products and services.
Other duties as assigned.
Required Qualifications: Bachelors degree, preferably in Library Science, English, Business, Communications, or another research and writing-intensive discipline.
Skills:
Experience searching online databases and the internet. Demonstrated knowledge of MS operating systems, Word, Excel, Access, Adobe Acrobat, etc.
Excellent written and verbal communication skills.
Ability to think critically, assess, and synthesize information.
Demonstrated ability to multitask, handle multiple deadlines, and feel comfortable with seeking feedback on work. Ability to learn from feedback and continue to develop based on job responsibilities.
Demonstrated ability to independently coordinate production of projects accurately and on deadline.
Proven ability to work collegially and collaboratively and to work effectively under deadline.
Sense of curiosity, ingenuity, and perseverance.
Strong sense of ethics, sound judgement, and strict adherence to confidentiality policies.
Preferred Qualifications: Skills
Expertise required with donor research methodology and practice, including wealth indicators, moves management, prospect management and data analysis.
Knowledge of general principles of major gifts fundraising.
Department/College Description At Rochester Institute of Technology, our mission is to shape the future and improve the world through creativity and innovation. As an engaged, intellectually curious, diverse and socially conscious community, we leverage the power of technology, the arts, and design for the greater good. In the Division of University Advancement at RIT, we are dedicated to advancing this mission by fostering deep and meaningful connections with alumni, parents, friends, and organizations with the goal of increasing the resources available to the university through greater volunteer engagement and increased philanthropic support. As Advancement professionals, we seek support from a variety of investors to ensure a life-transforming RIT education is accessible to the talented students who seek to join us.
RITs Division of University Advancement (UADV) is committed to diversity, equity and inclusion. We believe the power of diversity enriches all of us by exposing us to a range of ways to understand and engage with each other, our constituents and our broader communities. We are dedicated to developing and implementing best practices to promote even greater diversity through our employee retention and hiring, accessibility, marketing materials, constituent engagement and in pursuit of our philanthropic goals.
Minimum Qualifications Bachelors degree, preferably in Library Science, English, Business, Communications, or another research and writing-intensive discipline.
Skills:
Experience searching online databases and the internet. Demonstrated knowledge of MS operating systems, Word, Excel, Access, Adobe Acrobat, etc.
Excellent written and verbal communication skills.
Ability to think critically, assess, and synthesize information.
Demonstrated ability to multitask, handle multiple deadlines, and feel comfortable with seeking feedback on work. Ability to learn from feedback and continue to develop based on job responsibilities.
Demonstrated ability to independently coordinate production of projects accurately and on deadline.
Proven ability to work collegially and collaboratively and to work effectively under deadline.
Sense of curiosity, ingenuity, and perseverance.
Strong sense of ethics, sound judgement, and strict adherence to confidentiality policies.
How to Apply In order to be considered for this position, you must apply for it at: http://careers.rit.edu/staff. Click the link for search openings and in the keyword search field, enter the title of the position or the BR number.
Rochester Institute of Technology, the 10th largest private university in the U.S., is among the worlds leading technological universities. Its 18,000 undergraduate and graduate students from all 50 states and more than 100 countries are enrolled in over 200 academic programs, including 7 interdisciplinary Ph.D. programs. A pioneer in experiential education, RIT was the first to offer undergraduate degree programs in biotechnology, information technology, software engineering, and microelectronic engineering. As home to the National Technical Institute for the Deaf, the university offers unparalleled academic opportunities and services for the deaf and hard-of-hearing. Founded in 1829, RIT has 115,000 alumni throughout the United States and around the world. RIT has been named by the Chronicle of Higher Education as one of the 'Great Colleges to Work For.' RIT is a National Science Foundation ADVANCE Institutional Transformation site, and is responsive to the needs of dual-career couples through the Upstate NY Higher Education Recruitment Consortium. For more information, visit www.rit.edu/overview/rankings-and-recognition and www.rit.edu.
As a member of the RIT community employees receive a well-balanced benefits package that offers a variety of choices and access to additional employment advantages. These benefits, combined with an employees pay, provide a total compensation package that can be tailored to meet your needs. More on RITs Benefits, Health & Wellness program can be found at: https://www.rit.edu/fa/humanresources/content/benefits-health-and-wellness
RIT does not discriminate. RIT is an equal opportunity employer that promotes and values diversity, pluralism, and inclusion. For more information or inquiries, please visit RIT/TitleIX or the U.S. Department of Education at ED.Gov
Founded in 1829, Rochester Institute of Technology is a diverse and collaborative community of engaged, socially conscious, and intellectually curious minds. Through creativity and innovation, and an intentional blending of technology, the arts and design, we provide exceptional individuals with a wide range of academic opportunities, including a leading research program and an internationally recognized education for deaf and hard-of-hearing students. Beyond our main campus in Rochester, New York, RIT has international campuses in China, Croatia, Dubai, and Kosovo. And with more than 19,000 students and more than 125,000 graduates from all 50 states and over 100 nations, RIT is driving progress in industries and communities around the world. Find out more at www.rit.edu .
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