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RAND · 1 day ago

Director of Prospect Management & Research

LA Metro Area

Full-time

Hybrid

Lead/Staff, Director/Executive

$76K/yr - $112K/yr

3+ years exp

RAND is a nonprofit organization dedicated to improving policy and decision-making through research and analysis. The Director of Prospect Management & Research will lead fundraising efforts by managing prospect systems, conducting research, and developing donor relationships to enhance the effectiveness of fundraising initiatives.

EducationGovernmentHealth CareMedicalNon Profit

Responsibilities

Lead the implementation and maintenance of the prospect management system to identify, evaluate, categorize, and report on the progress of major gift prospects

Lead moves management and prospect strategy meetings

Conduct regular meetings with fundraisers and staff to discuss prospects and the state of portfolios, review activity metrics, and ensure recording of donor cycle stage progression

Proactively identify prospects and vet new donors by reviewing donor gift reports and news alerts. Share relevant information with colleagues and update constituent records

Lead efforts to pipeline donors with additional capacity (i.e., small gift, high-capacity referrals, annual giving, etc.)

Conduct market, prospect, and donor research focused on the acquisition of new donors

Prepare detailed reports on individuals/prospects; may recommend strategies to segment donors

Compose individualized research reports, briefs, and other documents (profiles, biographies, project summaries) when advanced research methods are required

Oversee and conduct the comprehensive vetting process for prospective board members, which includes drafting detailed candidate profiles, evaluating philanthropic history and prior board service, conducting conflict of interest assessments, vetting donors to ensure alignment with organizational values, verify financial capacity and comply with donor due diligence best practices

Support and lead efforts to identify and cultivate relationships with donors and stakeholders before and after development-focused events. This includes donor-hosted programming, salons, workshops, regional meetings, RAND researcher and leadership attended programming and other engagement opportunities

Together with leadership and colleagues, develop and implement policies, procedures, processes, systems, and rating formulas relevant to prospect and development management and research

Act as RAND Development’s lead regarding prospect tracking and prospect management policies and documentation

Train and onboard RAND Development Officers on best practices and systems

Train RAND Development Coordinators (and others as needed) to ensure that biographical (employment, address, email, and telephone updates) and donor information is accurate and recorded in the database in a timely, consistent, and reportable format

Manage a suite of prospect research tools and subscriptions; make recommendations when new technologies and tools emerge and annually evaluate ROI in existing subscriptions

Will work other special projects as assigned

Qualification

Prospect researchCRM experienceData analysisProject managementMicrosoft OfficeTraining experienceCommunication skillsOrganizational skillsProblem-solving skillsInterpersonal skills

Required

Proficiency and sophistication with computers, technology devices, software, and applications at a level of proficiency and sophistication appropriate for the position's duties

Ability to learn and use new technologies, software, and applications at a level of proficiency appropriate for the position's duties

Excellent project management skills

Excellent verbal and written communication skills, with a keen ability to draft donor profiles that reflect strategic insight and foster meaningful donor relationships

Strong writing, editing, and proofreading skills

Proven success in following through with and completing projects, including multiple projects being worked on at the same time

Strong orientation toward taking initiative and ownership of projects and assignments, and being proactive with projects, assignments, quality, professional development, and process improvements

Ability to prioritize, multitask, be flexible with changing circumstances, and meet deadlines

Excellent organizational skills and attention to detail

Excellent analytical, critical thinking, and problem-solving skills

Excellent ability to routinely and independently exercise sound judgment in making decisions

Ability to maintain and promote confidentiality of information and effectively handle highly sensitive and confidential information with sound judgment, tact, and discretion

Strong ability to practice a high level of data privacy

Excellent customer service, interpersonal skills, and diplomatic ability

Ability to work independently, to effectively receive supervisory input and directions, and to effectively work as part of and contribute to a team

Demonstrated experience in prospect research required

Proven ability to design and prepare professional research profiles, donor briefs, and analytical reports that inform fundraising strategy and donor engagement

Knowledge of prospect research platforms and tools (e.g., iWave, ResearchPoint, DonorSearch, Foundation Directory Online, etc.) and experience evaluating new technologies for effectiveness and ROI

Demonstrated success in leading prospect management systems and processes, including portfolio analysis, pipeline development, and moves management tracking

Excellent written, verbal, and presentation skills to communicate effectively with fundraisers, leadership, and cross-functional teams

Strong problem-solving skills, resourcefulness, intellectual curiosity, and flexibility, with a demonstrated ability to adapt to changing priorities and manage multiple projects simultaneously

Advanced proficiency in Microsoft Office products (Excel, Word, PowerPoint, Outlook) and comfort working with data and reporting tools

Experience training and mentoring staff and collaborating across departments to ensure data accuracy and consistency

Must be able to pass a background check

Minimum of 3-5 years of progressively responsible experience in prospect management, development research, fundraising analytics, or a related field within a nonprofit, academic, or research organization

Bachelor's degree required

Preferred

Sophisticated operating knowledge of moves management systems and experience using a CRM or donor database (such as Salesforce, Raiser's Edge, or similar) preferred