What are the responsibilities and job description for the Assistant Director of Prospect Research position at Boys & Girls Clubs of Boston Metro Area (BGCBMA)?
The Assistant Director of Prospect Research is responsible for developing and implementing Campaign prospect pipeline monitoring and management procedures, supporting prospect review meetings in collaboration with frontline fundraisers, conducting prospect research projects, preparing donor briefings, and assisting with individual proposal writing in direct support of the comprehensive campaign. This position reports to and works collaboratively with the AVP of Campaign and Development Operations.
Essential Duties and Responsibilities :
- Establish an effective prospect research program by identifying prospect review strategies and portfolio management protocols in support of BGCB's comprehensive campaign.
- Create processes for establishing and maintaining balanced portfolios for Individual and Institutional prospects. Evaluate prospect portfolio potential, work closely with the frontline fundraisers on managing their pipelines, and recommend cultivation and solicitation strategies based on research results. Utilizing portfolio activity metrics, ensure that frontline fundraisers engage in the most value-added activities.
- Conduct proactive research, including data mining and predictive modeling, to identify new campaign prospects and prospects with the potential to increase their annual giving, focusing on assessing capacity, inclination, and connections to the organization. Identify potential engagement strategies and make prospect assignment recommendations.
- In collaboration with frontline fundraisers, support the prospect review meetings; track in Raiser's Edge NXT database and follow up with prospect managers on next steps.
- Prepare biographical and financial profiles on individuals, foundations, and corporations using various offline and online prospect research resources. Assign prospect ratings based on both inclination and giving capacity. Translate information into effective confidential research snapshots, briefings, in-depth profiles, and event bios.
- Provide research support for Director and Trustee nomination procedure, board committees, and event briefings, as needed.
- Occasionally, support campaign proposal writing for top prospects in close collaboration with prospect managers.
- Verify, update, and code various types of prospect information in Raiser's Edge NXT database.
- Proactively alert the Development team and other senior staff about findings and news stories related to prospects, donors, and Board members.
- Perform other related duties as assigned.
