This position provides leadership for the strategic direction and work of the Research staff who support the fundraising programs and activities of the College. This team is responsible for identifying and profiling high-capacity prospects to achieve the College’s fundraising priorities and for advising and supporting gift officers in the strategic management of donor relationships. Incorporating the College’s prospect research, the Director develops tailored gift tables and fundraising analysis and bench-marking based on College fundraising priorities and goals.
Primary Position Responsibilities
Oversee prospect development including prospect research and identification, pipeline moves management, and key performance metrics.
Establish and maintain best practice methodologies for research techniques, reporting templates, and all process documentation.Develop in-depth profiles, lists, reports, and screenings to help gift officers strategically achieve their goals.
Use prospect research to provide analysis, bench-marking, and forecasting of College’s ability to meet fundraising goals.
Coordinate with records staff to achieve effective systems of records management for approximately 40,000 constituents
Supervise a staff of 2.
Administer operating budget of approximately $45,000.
Conduct research: Collect, confirm, analyze, interpret, and summarize complex biographical and financial data; wealth assessment; philanthropic assessment.
Create briefing materials for president, trustees, senior staff and volunteers to inform personal contacts and solicitations.
Provide leadership in area of responsibility. Strategic plans and annual goals are clear and reflect interests of all development departments. Goals are achieved on deadline.
Research is accurate, well written, and presented and provided in a timely fashion.
Research methodology is current and effective in order to identify new prospects, develop biographical and financial profiles on prospects, and assist in determining strategies for engagement and solicitation.
Research staff is well trained, understands the importance of ethical behavior in conducting research and provides work of the highest quality.
Expenses do not exceed budget.
Collaborative and productive working relationships with colleagues and vendors.
Demonstrate initiative, sound judgment, and strategic thinking.
Demonstrate complete knowledge of development business practices
Demonstrate facility with best in practice, state-of-the-art research and prospect management approaches
Senior Associate Director, Research and Prospect Management
Associate Director, Research and Prospect Management
7-10 years’ experience with prospect research and analysis in fundraising including experience with relational databases.
Skills and Abilities Required
Supervision, management and organizational skills; project management and problem solving skills
Outstanding written and oral communication and presentation skills
Proficiency in conducting donor research with experience in recognizing and assessing wealth indicators and giving capacity; analytical skills
Ability to synthesize and present critical information in a variety of formats for various College constituents
Meticulous attention to detail
Strong interpersonal skills; ability to work with and through others; ability to work independently and as part of a team
Self- motivated; ability to establish priorities and flexibility to adjust priorities to meet changing needs.
This individual has the ability to influence the work of the development office tremendously by ensuring that we are not overlooking high-capacity prospects with the ability to give tens of millions of dollars to the College. Therefore, their skills, knowledge, and ability to motivate the team and ensure quality work are of the utmost importance. This individual must have a deep understanding of the specialty field of prospect research, including an understanding of the business world, the world of wealth, and how to calculate someone’s philanthropic capacity, which is both an art and a science. They must have the ability to assess the accuracy of many different sources of information and pull together reports that highlight important information for the president, senior staff, trustees, and others to know in devising and implementing engagement and solicitation strategies. This is crucial position essential to the success of the highest-level fundraising at the College.
Wellesley is known for the excellence of its education, the beauty of its setting, its gifted faculty, and the uniqueness of its campus culture. But most of all, Wellesley is known for the thousands of accomplished, thoughtful women it has sent out into the world for over 100 years women who are committed to making a difference. Every year, some 2,400 of the world's top undergraduate women are challenged to exceed their own highest personal and intellectual expectations. The mastery Wellesley graduates demonstrate across the professional and vocational spectrum, and the influence they wield, whether in their own communities or on the world stage is testament to a singularly empowering undergraduate experience. Wellesley's lively academic community places a high value on rigorous, probing inquiry, and creative, cross-discipline thinking. Its collaborative approach to scholarship encourages students to question, debate, and refine their points of view, not only with each other, but with our world-class faculty, often by working directly with them on groundbreaking projects. A Wellesley education fosters the highest standard of readiness for the real world in its graduates, in terms... of ability to think, act, and contribute meaningfully and effectively in their chosen areas of interest.