Prospect Research Specialist
4 weeks ago
**Prospect Research Specialist (Administrative Analyst Exempt I ) - Advancement Services**
**California State University, San Bernardino**
**Job No**: 535925
**Work type**: Staff
**Categories**: Unit 9 - CSUEU - Technical Support Services, Probationary, Fundraising & Alumni Relations, Full Time**Job Summary**:
The Prospect Research Specialist identifies and performs the full range of work related to program and policy research, analysis, development, evaluation of information on prospective donors to CSUSB. The research specialist provides research support to key leadership at the University and within the Foundation, as well as to the Office of Philanthropic Giving to inform development strategies and advance potential donor relationships. As part of a collaborative team, the Prospect Research Specialist will coordinate with Philanthropic Giving and Advancement Operations staff to ensure that the best prospects are identified and assigned to giving officers and that the history of relationship-building efforts is tracked and plays a critical role in the overall success of the growing University Advancement program.
**Major duties and responsibilities**:
Prospect Research
- Use free and paid prospect research tools such as Google, iWave, Wealth Engine, LexisNexis for Development Professionals, LinkedIn, PeopleSoft, and the University Advancement internal database to conduct comprehensive research and analysis on individuals, corporations and foundations identified as potential donors. Summarize/synthesize/utilize the information that is obtained to prepare briefing documents, profiles and reports on donors and prospective donors, adhering to deadlines.
- Conduct research into the capacity, affinity and propensity of alumni, friends, and potential donors to the University by looking at publicly available information on asset ownership and philanthropic giving. Calculate and assign philanthropic gift ratings using Prospect Research rating guidelines.
- Complete research requests, coordinating with requestors as needed to assure timely delivery of requested research. Confirm contact information, education, employment, promotions/awards; other philanthropic interests, connections, etc. and update the Advance database with new information as needed.
- Track research activity for internal advancement research metrics.
- Compile and create biographical profiles that support the University's philanthropic efforts throughout the fundraising cycle to identify, qualify and engage potential major gift and high-level gift prospects and build the campaign pipeline. Upload completed profiles to the applicable records in the University Advancement database.
- Independently search wealth screening and predictive modeling results and validate information for effective utilization, segmentation and qualification of prospects.
- Assist with scheduling regular prospect strategy meetings with each of the Directors of Philanthropy. Prepare meeting materials and attend meetings, notating research requests and other follow-up actions and entering the requests into the Prospect Research work queue.
- Prepare and edit purpose-specific biographies on current and potential donors, leaders, award and board nominees and special event attendees for Advancement leadership, often under strict deadlines.
- Identify potential prospects and prominent alumni by creating electronic alerts and monitoring sources (e.g. LiveAlumni, newspapers, business publications, social media, and news alerts) and sharing relevant information with other internal staff as appropriate.
- Use research tools to locate or confirm current address, contact, and biographical information on alumni, donors and potential donors and update alumni/donor database or delegate updates.
- Compile lists of potential prospect visits or event guests for Advancement-related travel and events.
- Update Foundation board member and top prospect bios annually or as needed with recent giving, engagement, and achievements.
- Maintain the research resources library and a list of resources/tools for division staff.
- Stay abreast of current prospect research and management tools and methods, data management and advancement services best practices through webinars, conferences, participation in professional associations such as the Association of Professional Researchers for Advancement (APRA) and other professional development opportunities.
Proposal/Portfolio Coordination and Maintenance
- Update and maintain proposal information and prospect portfolios in database by accurately coding, assigning prospects and following up with Philanthropic Giving staff; guide other staff in these tasks.
- Monitor proposal data against actual commitments for timely updates and review inactive prospects in portfolios to recommend actions to be reviewed during prospect strategy meetings.
- Train and guide other internal staff and student assistants in using and maintaining prospect, proposal and contac
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