The Prospect Manager/Researcher reports to the Senior Director of Advancement and is responsible for identifying, researching, and analyzing prospects for major gift and leadership annual giving cultivation and solicitation. Research and analysis serve as the foundation of Oglethorpe's Advancement operations and directly contribute to the institutions success. The Prospect Manager/Researcher works directly with frontline fundraisers, Annual Giving, and Alumni Relations staff to identify and qualify major donor prospects who have the propensity and capacity to support the universitys initiatives and campaigns. Specifically, the Prospect Manager/Researcher works to research individuals, corporations, and foundations and compile data into meaningful categories; evaluate data for accuracy and relevance, and prepare reports including detailed prospect profiles; and assign prospect ratings based on known indicators of wealth and philanthropic giving capacity.
- Provides the Vice President for Advancement, senior staff leadership, and other Advancement and campus staff with the tools/reports and information required to plan and execute Oglethorpes advancement programs, including research, prospect management, analysis of donor histories, and reporting.
- Proactively and independently plan and execute industry best practice strategies to identify sources of major gift private support using research techniques and electronic searching methodologies to ensure that campus wide fundraising initiatives have sufficient prospects to meet fundraising goals.
- Develop and execute strategies to ensure that newly identified prospects are presented and assigned to appropriate fundraisers in a timely manner.
- Coordinates assignment process for qualification visits; track, evaluate and report on progress in making qualification visits. Reviews assignments, at least monthly, and generates reports on progress made in cultivating, soliciting and closing major gifts and planned gifts.
- Develops, updates, and maintains the major gift prospect pipeline tools to monitor and report on the availability of prospects identified, qualified, and solicited for major gifts. Tracks top prospects to ensure the appropriate staff person is moving the prospect through the pipeline and stewarding gifts appropriately.
- Develops and maintains written reports, biographical profiles, providing basic analysis of program trends, and short- and long-range results.
- Composes documents (profiles, biographies, project summaries) using style, grammar and content appropriate to specific audiences. Interprets and translates complex language into easily comprehensible terms while adhering to University standards of discretion and confidentiality. Interprets research to fundraisers as necessary.
- Using creative research techniques provides high-level research on individuals, alumni, friends, corporations, and foundations using a wide variety of biographical, organizational and financial sources, including online databases, Internet websites, library and government sources and other external repositories of public information to identify prospects.
- Analyzes and synthesizes accumulated information to assess financial capacity, philanthropic interest, giving propensity and connectivity. Evaluates research results to develop and implement further research strategies utilizing ethical intelligence-gathering techniques of the information profession. Identifies donor gift capacity through the analysis and clarification of complex information