Manager Of Prospect Research And Management

Manager of Prospect Research and Management

Regular

SA20524

Full-Time 40 Hours Weekly

Exempt

$66,560-$70,000

Chapman University is required to provide a reasonable estimate of the compensation range for this position. This range takes into account a variety of factors that are considered in making compensation decisions, including experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. Salary offers are determined based on the final candidate’s qualifications and experience, as well as internal equity and other internal factors. The anticipated pay range is not a promise of a particular wage.

The Manager of Prospect Research and Management partners with frontline fundraisers to support university fundraising priorities. Reporting to the Director of Prospect Research, this position proactively identifies prospective donors by researching, analyzing, and evaluating individuals whose philanthropic interests and giving histories align with Chapman’s fundraising priorities. The manager prepares written bios and briefings and provides analysis on the capacity and philanthropic inclination of current and prospective donors for fundraisers and senior leadership. The manager strategically analyzes and assesses prospects and portfolios to assist the Development team in driving a donor-centric cultivation cycle. This position leads prospect management meetings, performs prospect management tasks in the university’s CRM, Affinaquest, and reviews incoming gifts and fundraiser activity reports for compliance with departmental gift credit and confidentiality policies.

Prospect Research

• Identify, research, and evaluate prospective donors whose philanthropic inclinations and giving histories align with Chapman University’s fundraising priorities. Screen, review, and prioritize lists of potential donors.
• Research and prepare individualized prospect bios, giving histories, and in-depth profiles using industry standard biographical and financial resources. Respond to research requests from fundraisers and senior leadership in a timely manner.
• Provide thorough analysis on and assessment of the capacity and inclination of Prospects to give to specific areas of interest across campus.
• Review and monitor electronic and paper resources for research related information about constituents, alumni, parents, and friends of Chapman University. Distribute and record pertinent information to development team and Affinaquest database.
• Continually assess Prospect Research effectiveness and look for opportunities to test new research tools/sources and new methods/sources of Prospect identification.

• Lead prospect management meetings and provide fundraisers with donor-centric, data-driven strategy, engagement, identification, qualification, cultivation, solicitation, and stewardship recommendations and insights.
• Maximize effectiveness of fundraising portfolios by tracking moves management activities and building out principal, major, and annual gift pipelines.
• Make strategic recommendations for assignment of new prospects, reassignment of existing prospects, and closure of Prospects who do not demonstrate a philanthropic inclination toward the university.
• Monitor fundraiser activity reports for data integrity and compliance with department confidentiality policies.
• Provide training for frontline fundraisers and other Development team members on portfolio management policies and procedures.
• Ensure Prospect Research and Management policies and procedures are implemented, regularly reviewed, and updated in alignment with industry best practices.

• Prioritize and ensure data accuracy and integrity of donor information in Affinaquest, including regular upkeep of information. Work with the Advancement Systems team to keep data updated, including submitting demographic updates and identifying data integrity issues.
• Create, manage, and maintain Affinaquest reports, dashboards, and list views to monitor portfolio performance and upkeep.
• Conduct Affinaquest training with Development team members as needed. Collaborate with Systems team on additional training opportunities.
• Complete assignment, opportunity, and research cases in a timely manner.
• Supervise, train, and manage student workers.
• Prioritize continuing education and career training opportunities to stay up to date on industry standards, best practices, and current and emerging trends.
• Support campaign priorities and key university initiatives.
• Follow Chapman University and University Advancement policies and procedures as well as all relevant laws and regulations.

• Bachelor’s degree or equivalent education and experience.
• At least 3 years of experience in Prospect Research, preferably in higher education.
• Experience in ethical research using publicly available sources.
• Proficiency in using common research resources, including LexisNexis, DonorSearch, iWave, ProPublica, and LinkedIn.
• Strong interpersonal skills to work, interact, and communicate with diverse people and levels.
• Excel in managing deadlines, concurrent projects, and competing priorities.
• Proven ability to work both independently and in a collaborative team environment.
• Exceptional communication and problem-solving skills.
• Ability to maintain careful attention to detail and accuracy.
• Strong organizational skills and the ability to manage multiple projects and priorities.
• Excellent administrative skills; computer skills – knowledge of Microsoft Office: Word, Excel, PowerPoint, mail merge; excellent customer service skills and ability to interact with donors and the university community.
• Ability to maintain confidentiality and adhere to the Code of Ethics of the Association of Professional Researchers for Advancement (APRA).
• Experience developing prospect engagement strategies with an emphasis on donor-centricity.
• Ability to think critically, summarize, and present prospect information, analysis, and data in an organized and meaningful way.
• Familiarity with industry best practices, procedures, and ethics.
• Experience assessing and determining prospect assignments based on capacity, prior philanthropic giving, volunteer and employment history, and student major.
• Dedication to data integrity and a proven ability to identify potential data and system errors.
• Experience testing new processes, procedures, and data functionalities.
• Superior oral and written communication skills, including an eye for grammar.

• Willingness to grow and develop Salesforce skills, including utilizing reporting and dashboard functionality.
• Familiarity with and knowledge of Chapman University, including the personnel, campus departments and systems used (Affiniquest, PeopleSoft, 25 Live, etc.).
• Ability to manage and supervise student workers, including providing necessary the training, managing their project load and confirming the accuracy of their work.

Chapman University is an equal opportunity employer committed to fostering a diverse and inclusive academic global community. The University is dedicated to enhancing diversity and inclusion in all aspects of recruitment and employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, citizenship status, physical disability, mental disability, medical condition, military and veteran status, marital status, pregnancy, genetic information or any other characteristic protected by state or federal law.
The University is committed to achieving a diverse faculty and staff and encourages members of underrepresented groups to apply. More information on diversity and inclusion at Chapman University can be found at www.chapman.edu/diversity.
Applicants for Staff and Administrator positions must be currently authorized to work in the United States on a full-time basis. Chapman University does not sponsor applicants for Staff and Administrator positions for work visas.
The offer of employment is contingent upon satisfactory completion and outcomes of a criminal background screening and returning to the Office of Human Resources a signed original acceptance of the Chapman University Agreement to Arbitrate.