Florida State University
Assistant Director, Research and Prospect Management (Posted on August 24, 2010)
Position Summary: The Assistant Director of Research and Prospect Management, Advancement Services is a manager in the Advancement Services team. This position provides assistance with administrative duties in the areas of prospect research and prospect management to support the fund raising goals and objectives of the Florida State University Foundation. This individual will research and analyze issues, individuals, foundations and corporations in the search of private support for the University. The incumbent will provide guidance in the ongoing development of a service model responsible to the requests of the University development community while engaging proactive strategies designed to expand the base of potential donors. The Assistant Director, Research and Prospect Management will be expected to uphold and exemplify the operating practices and mission of the Foundation.
Principal Responsibilities:
- Supervise a staff of four Research Analysts.
- Develops and implements research strategies and methodologies.
- Designs program tactics for prospect identification, cultivation and solicitation.
- Analyzes and synthesizes relevant information.
- Determines appropriate distribution of prospect leads.
- Collaborates with frontline development officers.
- Estimates gift potential.
- Prepares briefing materials.
- Contributes to the review and evaluation of informational resources.
- Sustains the maintenance of central development files and in-house research library.
- Assists in the orientation of new frontline development officers.
- Seeks to improve the organization by incorporating new knowledge, practices and trends within the profession.
- Creates narrative reports, profiles, prospect alerts, charts, graphs and other illustrations.
- Generates gift officer activity reports.
- Quantifies and measures the performance of the department.
- Assists in the hiring, training and mentoring of Research personnel.
- Supports policy-making, long term planning, and goal setting.
- Protects confidential information.
Special Skills:
- Demonstrated organizational and management skills.
- Professional demeanor.
- Employee development and performance management skills.
- Knowledge and expertise of fundraising fundamentals, process analysis, and project management.
- Advanced analytical, evaluative and objective critical thinking skills.
- Superior communication skills to include effective writing and public speaking.
- Careful attention to detail.
- Demonstrated initiative, resourcefulness, and problem-solving skills.
- Ability and discipline to meet deadlines.
- Service oriented approach.
- Commitment to professional ethics.
- Outstanding interpersonal skills and willingness to work collaboratively as a member of the Foundation team and participate enthusiastically in the life of the University.
Working Relationships: The Assistant Director of Research and Prospect Management reports directly to the Director of Research and Prospect Management of the Florida State University Foundation. Direct line supervision of four full-time Research Analysts and one part-time Research Specialist. Internal relationships include daily supervision of the Research staff and daily contact with other Foundation staff. External relationships include contact with individuals outside the direct line of authority, including academic deans, college development officers, department heads, faculty, the FSU Alumni Association and the Seminole Boosters. Additional external relationships include contact with public information officers in government agencies and libraries, foundations, corporations and occasional development and business service providers.
Qualifications/Experience: Minimum of three years of increasingly responsible positions in development, including a minimum of one year of supervisory experience, with significant experience in research data analysis and prospect management.
Education: Baccalaureate degree required; master’s preferred.
Technical: Proficiency in the Microsoft Office products suite; working knowledge of library science as well as commercially available research systems; experience with Blackbaud Raiser’s Edge a plus.
Additional: Experience in a higher education environment desirable.
To Apply: Use the online application form at http://www.foundation.fsu.edu or send to the postal address:
Advancement Services Florida State University Foundation, Inc.
2010 Levy Avenue
Tallahassee, FL 32306
Florida State University
Director of Data Management (Posted on August 24, 2010)
Position Summary: The Director of Data Management is responsible for the operation of the Gift Processing unit and the Development Data unit. This individual is the Data Steward for the FSU Advancement database and provides leadership in data entry and maintenance, customer service and staff training. By managing data as a valued enterprise asset, this individual contributes to the strategic planning and implementation of key Foundation initiatives. The Director of Data Management upholds and exemplifies the operating practices and mission of the Florida State University Foundation. The Director of Data Management will be expected to uphold and exemplify the operating practices and mission of the Foundation.
Principal Responsibilities:
Operations:
- Responsible for the definition, management, control, integrity, and maintenance of our Enterprise data resource.
- Responsible for the operation of the Development Data unit which processes information updates from constituents, advancement staff, members of the university community and other sources.
- Responsible for the operation of the Gift Processing unit which processes gift, Alumni Association membership and event transactions; acknowledges all charitable contributions; and prepares monthly pledge reminders.
- Provides leadership in the creation, documentation, implementation, and review of business processes and data integrity of gift, membership and advancement data in collaboration with Seminole Booster and Ringling staff.
- Collaborates with Accounting and Advancement Relations on the maintenance of data used to support the FSU Foundation’s stewardship programs.
- Provides oversight of procedures for capturing digitized documents for gift transactions and other advancement data.
- Ensures that all system enhancements and related business processes include the use of electronic imaging technology where appropriate.
- Secures the identity and documents related to uniquely anonymous constituents.
- Communicates advancement data policies and procedures to development staff, campus users, volunteers and constituents.
- Collaborates with other development staff on constituent questions about their gifts or other information.
- Maintains user confidentiality agreements and requests to access the FSU Advancement Database, web-based reports and the HelpDesk.
- Creates instructional materials and provides Raisers Edge, web-based reports, PaperSave, and HelpDesk training and support to advancement staff and campus users.
- Provides outreach to campus units regarding their data needs and orientation about how the FSU Advancement Database and services of FSU Foundation support their programs.
- Collaborates with others to create and implement a Train-theTrainer program.
- Instills in Data Management staff a holistic view of the role of Data Management within the FSU Foundation and larger university community.
- Responsible for the hiring, training, supervision, work plans and evaluation of two associate directors who each supervises a team of data entry staff.
- Prepares the annual operating plan for Data Management as well as the corresponding budget of more than $50,000 (exclusive of personnel costs).
- Collaborates in the generation of reports used to manage, audit and benchmark the Data Management processing operation.
- Serves as a member of the FSU Advancement Database Integrity Committee (FADIC).
- Contributes to the implementation of new tools and software.
- Protects confidential information.
Special Skills:
- Ability to inspire and lead a staff team including cross-unit teams.
- Ability to understand abstract concepts and business rules.
- Aptitude for understanding the larger ramifications of policy and procedural decisions.
- Understanding of how information is structured and reported.
- Ability to validate data, identify anomalies and research discrepancies using a wide range of resources.
- Demonstrated analytical thinking, strategic planning and problem solving skills.
- Strong organizational and administrative skills.
- Excellent communication skills to include strong verbal and written proficiency.
- Customer service oriented and effective interpersonal approach.
Working Relationships: The Director reports directly to the Chief Information Officer. Supervisory responsibilities include direct line supervision of two associate director staff members who are part of a 12-member team of primarily data entry staff. Internal relationships include contact with Foundation staff, especially Accounting, Information Services, and Advancement Relations staff. External relationships include contact with individuals outside the direct line of authority, including staff in other direct support organizations, members of the university community, donors and other constituents, peers in the profession, vendors and auditors.
Qualifications/Experience: Field experience structuring, validation, auditing and reporting data; experience with the advanced functionality of various desktop applications such as Microsoft Office and Adobe Acrobat; experience in data handling techniques to include queries, data imports and exports; ability to explain complex issues to a variety of audiences; experience in writing technical procedures, developing training materials, and implementing training programs; supervisory and team-building experience.
Education: Baccalaureate degree; advanced degree preferred.
Special Note: Responsibility for network administration, web programming, technical support and programming services are not part of this position.
To Apply: Use the online application form at http://www.foundation.fsu.edu or send to the postal address:
Advancement Services Florida State University Foundation, Inc.
2010 Levy Avenue
Tallahassee, FL 32306
Stetson University
Prospect Researcher (Posted on August 17, 2010)
12 month position with full benefits
About Stetson University: Stetson University was founded in 1883 and is an independent, values-centered, liberal arts university located in Central Florida. Stetson serves a diverse student population of 3,700 in nationally recognized undergraduate, graduate and professional programs on its two campuses and two satellite centers. The historic main campus in DeLand, located between Orlando and Daytona Beach, houses the College of Arts & Sciences, School of Business Administration and School of Music. The University also includes the College of Law with its main campus in Gulfport/St. Petersburg, the Tampa Law Center in downtown Tampa, and the Stetson University Center at Celebration near Orlando
Basic Job Description: The Prospect Researcher is charged with the responsibility of identifying and qualifying major gift prospects for Stetson University. He/she reports to the Associate Vice President for University Relations, with a secondary report to the Associate Vice President of College Relations at the Stetson University College of Law.
Qualifications: A bachelor’s degree is required, master’s or other advanced degree preferred; minimum two years’ experience in prospect research; demonstrated proficiency in prospect management, and data analysis; understanding of the cultivation cycle and the role of prospect research at each stage of cultivation; knowledge of donor types and gift vehicles; ability to translate and present research into formats usable by a variety of campus development professionals; inquiring and resourceful; persistent investigation skills; proactive; ability to work independently; moral character; ability to identify and adhere to a code of ethics and to maintain strict confidentiality; strong interpersonal skills and the ability to communicate effectively, efficiently, and cooperatively with co-workers and constituents; significant aptitude and experience with computers, sophisticated internet research, and relational databases; excellent oral and written communication skills and a clear, concise writing style; a commitment to higher education and philanthropy; ability to travel several times each year to different campuses of the University; prior experience in university advancement and experience with the Banner Advancement System preferred.
Essential Job Functions: Identifies and helps coordinate strategy for cultivating and soliciting major gift prospects for all University campuses through extensive prospect research efforts. Approximately two-thirds of his/her time will be spent focusing on DeLand/Celebration campus prospects and one-third researching College of Law prospects; conceptualizes and develops strategies for proactive prospect identification. Prepares extensive research profiles while participating in and monitoring research activities including data collection, evaluation and analysis using a wide variety of databases and search engines, and predictive modeling. Recognizes and translates wealth indicators into prospect ratings. Through this work, helps to qualify wealth data; contributes as a vital member of the Major Gifts team in the strategic planning for fundraising campaigns, including participation in planning meetings; identifies, explores and evaluates new and enhanced information sources for effectiveness on an ongoing basis; assists in establishing management procedures and methods related to identifying and rating major gift prospects; staffs prospect screening sessions; conducts staff workshops on prospect screening/identification and research methods.
Application Procedure: Please submit a cover letter and résumé, with names, addresses, emails and telephone numbers of three professional references to the Department of Human Resources at humres@stetson.edu or send to Stetson University, Inc., Office of Human Resources, 421 N. Woodland Boulevard, Unit 8327, DeLand, FL 32723. FAX: 386.822.7562. E-MAIL: humres@stetson.edu
Stetson University, an equal opportunity employer, affirms the values and goals of diversity and strongly encourages the applications of women and candidates from historically underrepresented groups.
Florida International University
Research Associate (Posted on April 12, 2010
The Division of University Advancement at Florida International University has an exciting opportunity for a dynamic, knowledgeable person with strong interpersonal and analytical skills that shows attention to detail, and would like to become part of a team that strives to achieve and maintain a dynamic partnership with donors and alumni of the University.
The Office of Research and Prospect Management serves FIU as the primary source of knowledge-based information on individual prospects, actively participates in prospect management, and supports ongoing fundraising efforts.
Responsibilities include:- Under the general direction of the Director of Research and Prospect Management, the team identifies, analyzes and profiles prospective donors, and collaborates with fundraisers to formulate cultivation and solicitation strategies using moves management techniques.
- Organized under a business model structure, each Research Associate works with a portfolio of campus fundraising clients.
Minimum qualifications: Master's degree; or a bachelor's degree and two years of appropriate experience.
Desired qualifications: Excellent communication skills; writing and editing ability important, as well as, competence in interpreting biographical, corporate and foundation information. Proficiency with electronic research tools (including Internet) and techniques used to gather in-depth information on potential and existing donors desired.
Salary: $35,000 to $40,000 (Commensurate with experience)
For further information or to apply online visit our website at http://www.fiujobs.org and reference position #41501/34509.
FIU is an EE/EO/EA Employer & Institution.
Vanderbilt University
Please note that this position is located outside of Florida
Research Analyst/Development Analyst II
(Posted on April 1, 2010)
- Identify and profile potential major gift donors to Vanderbilt University to enhance the university’s fundraising efforts, for the University’s medical center.
- Collaborate and strategize with colleagues, clients and key administrators regarding prospect identification.
- Provide clients with written reports containing analysis of information gathered from public sources and recommended courses of action for specific donors.
- Report to the Director of Research and Prospect Development (RPD).
- Provide prospect identification and research needs for an assigned group of development officers (clients) enabling them to meet and exceed fundraising goals.
- Collaborate routinely with clients to develop prospect identification, cultivation, solicitation and overall fundraising strategies.
- Consult with clients to determine feasibility of research requests and special projects. Negotiate project scopes and deadlines directly with clients.
- Advise development officers of database segmentation opportunities.
- Design and implement segmentation strategies to uncover new prospects.
- Identify new prospects using traditional and novel prospect research techniques and tools including periodical and electronic resource screening and/or information provided by the prospect, his/her organization and or peers. Notify clients of new potential prospects consistent with established DAR policies.
- As requested by clients, provide briefing materials to the chancellor, deans, Board of Trust members, and other key university administrators regarding major donors/prospects.
- Possess high-level of knowledge and understanding of the donor database.
- Review local and national news data from internet-based and published periodicals. Send articles/alerts to clients as appropriate.
- Notify data maintenance staff and clients (as appropriate) to new prospect/donor information so that it can be appropriately updated in Advance.
- Safeguard the confidentiality of donor information at all times. Uphold DAR policies regarding confidential information.
- Adhere to ethical and confidentiality guidelines as indicated by the Association of Professional Researchers for Advancement (APRA) as well as university guidelines.
- Manage special projects as assigned.
- Produce and deliver service to clients based on departmental product standards within agreed upon timelines.
- Maintain professional working relationships with clients and colleagues.
- Bachelor’s degree and at least two years of relevant experience
- Experience in university advancement/development operations; specific experience in support of an academic medical center or health-related organization preferred.
- Ability to analyze, interpret, synthesize and present complex information effectively.
- Ability to design and implement data-mining initiatives to identify and/or stratify potential major gift prospects.
- Solid judgment, sensitivity, and discretion in handling confidential information and situations.
- Ability to collaborate effectively with colleagues and staff, particularly in support of medical center goals and initiatives.
- Ability to manage several projects simultaneously, set priorities and meet multiple deadlines.
- Demonstrated proficiency in usage of electronic research tools and techniques, including use of push technology for news alerts.
- Demonstrated proficiency in efficient and effective internet search methodologies.
- Demonstrated proficiency in use of computer applications and databases.
- Knowledge of SunGard Advance database.
- Exemplary communication, organizational and customer service skills a must.
- Understanding of HIPAA requirements preferred.
Application
To apply for this position, go to the following link: http://vanderbilt.jobs/. Under “Job Category” select “Professional Non-licensed.” The position is listed as a Development Analyst II, Requisition Number SC20397.
Vanderbilt University is committed to the principles of equal opportunity and affirmative action.
This position will be posted on the Vanderbilt Human Resources website until April 25, 2010.
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