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The Director of Prospect Research & Development serves as an essential member of the Advancement team to establish overall goals and strategies for increasing private support to and engagement with Willamette University. Reporting to the Executive Director of Advancement Strategy and Operations (ASO), the Director is responsible for the planning and implementation of a comprehensive program of prospect research, prospect management, prospect data management, and analysis. The prospect research program focuses on the qualification and identification of prospects at the major gift level, with an emphasis on principal prospects.
The prospect management program focuses on the development of policies and procedures for prospect tracking and management that support a fully integrated system of fundraising. The prospect data management and analysis program focuses on the compilation, analysis, and presentation of data about the prospect pool and fundraising at Willamette to support and inform strategy planning at the individual, department, and division level. The Director focuses the department’s activity on these initiatives to maximize donor philanthropic support.
Willamette is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Willamette recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Ethics and Data Stewardship:
Adhere to the ethical guidelines set forth in the APRA Ethics Statement and Willamette University policies on privacy and data usage.
Develop and implement training on these ethics guidelines for division staff and other campus partners who have access to prospect data.
Regularly collaborate with the Executive Director of Advancement Strategy and Operations to review and update division policies regarding ethics and prospect data usage.
Implements a comprehensive prospect identification program that identifies, rates, and recommends prospects for the university across all programs (annual fund through principal giving).
Implements a comprehensive program of quality prospect research (biographic, financial, and philanthropic) to support cultivation and solicitation activity by advancement staff, campus partners (such as Deans) and campaign volunteers as appropriate. Prioritizes and manages research requests according to institutional and division level priorities.
Proactively manages alerts and other proactive research tools to keep fundraisers up to date on principal gifts prospects (changes to wealth, employment, philanthropy, and other news).
Develops and implements policies and standards for donor/prospect research projects with the primary focus on major and principal gifts.
Prospect Management / Pipeline Development:
Works closely with VP of Advancement and AVP of Advancement to maximize effectiveness of fundraiser portfolios, including the annual review of portfolios and regular portfolio and strategy reviews with the AVP and all fundraising field staff.
Develops and implements a comprehensive prospect management policy, provides training across the division according to roles and responsibilities.
Leads portfolio review meetings and assists gift officers in developing targeted strategies toward solicitation.
Manages the assignment (and reassignment, including prospect clearance) of prospects and partners with the AVPs for Advancement and University Relations to ensure that fundraising activity is coordinated and prospects are moved successfully through the fundraising cycle.
Provides quantitative and qualitative analysis of pipeline activity and movement to drive strategic planning across Advancement, including modeling and donor journey analytics.
Supervises a student-worker data entry team to maintain up-to-date prospect management information in The Raiser’s Edge and Raiser’s Edge NXT.
Hires, supervises, coaches, and conducts performance management for a team of employee(s), contracted researchers, and student employees.
Prepares annual strategic business plan and budget for the research and prospect management unit.
Manages external services and subscriptions for the unit.
Devises success metrics by which the research program can be measured and evaluated annually.
Collaborates with the Associate Director of Data Acquisition, Integrity, and Metrics to make recommendations for database modifications needed to support effective reporting and analysis. Ensures the accuracy of the prospect information captured in the database.
Performs additional duties as required.
Commitment to leading and serving in a diverse work environment.
Knowledge of the APRA skill sets.
Proficiency with standard research tools including fundraising databases, wealth screening vendors, ratings, modeling, and online services.
Excellent attention to detail, organization, and project management skills.
Excellent oral and written communication skills, and interpersonal / relationship management skills.
Proven record of leadership and supervision of employees, demonstrated ability to effectively train and motivate a diverse set of direct reports and colleagues across a division and an organization.
Strategic thinker who is creative and willing to think beyond traditional boundaries.
Must be able to maintain a high level of confidentiality regarding sensitive materials and information.
Proficiency with Microsoft Office Suite and the ability to learn and adapt quickly to new software.
Demonstrated knowledge and understanding of diversity and inclusion best practices.
Experience in higher education fundraising.
Three or more years in prospect research and/or prospect management.
Experience with The Raiser’s Edge and Raiser’s Edge NXT.
Knowledge of modern data management practices and techniques including data-based computerized information systems, data modeling, and models of analysis that leads to effective decision making on behalf of the program.
Internal Number: R0002046
About Willamette University
Willamette University, founded in 1842, is a nationally recognized liberal arts school with graduate programs in business and law. WU has earned a national reputation for its academic standards and exemplary citizenship, values that have defined the culture of this campus for more than 160 years. Willamette University's motto, “Not unto ourselves alone are we born,” captures the essence of our distinguished university. It speaks to our commitment to community service, to the extraordinary collaboration between faculty and students, and to the tradition of service and civic engagement that is typical of our alumni.Willamette University is situated in the heart of the Willamette Valley and Oregon Wine Country, Salem is Oregon’s capital city, boasting a mild climate and high quality of life. Our prime location affords us ready access to the Oregon Coast, the Cascade Mountains and a wide range of recreational opportunities. Salem’s local attractions are complemented by those of nearby urban, cultural and academic centers in Portland, Corvallis, and Eugene – all within an hour’s drive of the of our beautiful campus. ?Oregon is home to great food and wine and some of the nation’s most be...autiful scenery.? Salem is the perfect community in which to live and raise a family.Willamette University Values Diversity:Employment at Willamette University means being part of a community that values education and its impact on the world is friendly, supportive, and increasingly diverse.