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Current Openings (Updated July 21, 2018)
Contract Researcher for the National Wildlife Federation
Fundraising CRM Data Manager at the National FFA Foundation
Director of Prospect Research & Moves Management at Hanover College
Contract Researcher for the National Wildlife Federation
National Wildlife Federation on behalf of the Choose Clean Water Coalition is seeking a seasoned prospect research consultant with demonstrated experience in identifying prospects for special projects or campaigns; preparing detailed biographical, financial, and philanthropic profiles on individual, corporate, and foundation prospects, and wealth-screening services to evaluate donors.
About Choose Clean Water Coalition
Hosted by National Wildlife Federation, the Choose Clean Water Coalition was formed in 2009 to energize the effort to restore and protect the rivers and streams that feed into the Chesapeake Bay by harnessing and enhancing the collective power of the many advocates and stakeholders working on this mission. Representing more than 240 organizations, the Choose Clean Water Coalition focuses on state-specific, targeted campaigns to advance the Chesapeake Bay restoration. The Coalition is working to advance strong policy improvements and on the ground projects by building the resources and influence of organizations throughout the watershed.
Currently, the Coalition has an 18-person steering committee comprised of leadership from member organizations.
As part of the Coalition’s five year strategic plan, we have been tasked with diversifying our funding sources. The Coalition is currently funded by private foundations for general support and project specific work. In order to create a more stable and unrestricted funding stream, the Coalition is in the process of seeking potential new funding from foundations, individual donors, and corporations. To support this effort, the Coalition seeks to hire a prospect research consultant that has experience working with nonprofit organizations.
Scope of Work
The consultant will:
- Review the Coalition’s five year strategic plan and priorities to become familiar with program.
- Meet with development director to determine research parameters and review existing funding stream.
- Create detailed biographical, financial, and philanthropic profiles on individual, corporate, and foundation prospects; wealth-screening services to evaluate donors.
The consultant will be working closely with our staff and our goal is to have the project completed by December 31, 2018.
If you are interested in being considered for this work, please submit a brief statement of your qualifications and your approach by 5pm on August 20, 2018. As a non-profit organization, we are on a tight budget. Your response should include a variety of options and the price point for each. Our budget for this project is $4,500.
Proposals should be submitted via email to Rebecca Neumann at firstname.lastname@example.org.
Fundraising CRM Data Manager at National FFA Organization
Location: Indianapolis, Indiana
The Fundraising Customer Relationship Management (CRM) Data Manager provides technical and strategic leadership for the management of the CRM, StratusLIVE (Microsoft Dynamics), and Foundation data needs. He/she will serve as a resource to internal and external constituents and ensure organizational effectiveness by providing leadership for the organization's technology and service operations by implementing organizational strategies, policies, and practices. He/she is responsible for application administration as well as the accurate data analysis and management of all charitable transactions. He/she will serve as the senior liaison between departments so as to maximize organizational strategy and operational effectiveness.
Reporting to the Director, Development Operations, the Fundraising CRM Data Manager plays a leadership role in developing and implementing the Foundation's vision and plans for its fundraising systems and operations, ensuring that software and business processes run smoothly. The Fundraising CRM Data Manager is responsible for ensuring that staff have the tools needed to do their jobs effectively, and that donors experience a positive gifting experience that is recognized in a timely manner.
- Overseeing the StratusLIVE database as it pertains to fundraising relations and providing support for integrated and aligned fundraising tools, subscriptions, and services. StratusLIVE is part of the Foundation's larger Microsoft Dynamics ecosystem.
- Assisting senior management and Information Technology staff with authoring and implementing strategic technology initiatives.
- Ensuring that data is entered into the database in a consistent and timely manner in accordance with industry guidelines such as CASE and IRS. Provides guidance to the organization related to non-profit industry standards, the Foundation's gift acceptance policies, and industry best practices.
- Overseeing the development and implementation of policies, procedures, and automated processes to ensure efficient flow of data, smooth integration between systems, and the confidentiality and security of constituent information.
- Ensuring the effectiveness of the Foundation's software, and providing leadership advice on related infrastructure issues, projects, budgets, options, and the impacts of decisions.
- Participating in the creation and implementation of long-range plans for fundraising technology that effectively and economically meet current and anticipated needs of the Foundation.
- Producing, or assisting with the production of, financial, analytical, and demographic reports, as well as mailing lists, recognition lists, and other data extractions as requested.
- Managing vendor relationships as needed. Coordinating with vendors and Central IT on software upgrades, including planning, project management, feature testing, and related business process redesign.
- Working with vendor support and IT support to troubleshoot and diagnose problems, escalate support tickets, and advocate for patches to the application when appropriate.
- As necessary, provide leadership when coordinating database de-duping, address updates, data cleanup, mass updates, and other strategic initiatives.
- Managing access, security, and privacy policies related to Foundation information systems.
- Assisting in training of staff on fundraising database procedures.
Bachelor’s degree required
At least five+ years experience in systems and/or development operations specifically in database management systems, database reporting, and office productivity packages. Microsoft Dynamics experience is preferred.
Experience with enterprise reporting tools, including Crystal, Excel, and SQL preferred.
Additional Required Skills and Abilities:
To apply visit the following website.
- Demonstrated knowledge and experience in the use of automated business and systems tools needed to support the efficient management of development operations. Microsoft Dynamics or related software experience is preferred.
- Excellent communication and interpersonal skills, political astuteness, and a strong customer service orientation.
- The ability to communicate technical subjects to non-technical audiences and translate fundraisers’ needs into effective and cost-effective technical solutions.
- Excellent organizational skills, including the ability to prioritize and manage multiple tasks, meet deadlines, and use logic and analysis to troubleshoot software problems.
- Ability to exercise decisiveness and good judgment in situations requiring the evaluation of information to reach creative solutions.
- Demonstrated knowledge of the principles and practices of nonprofit, gift entry and administration, donor stewardship, database administration, records management, and IRS regulations regarding charitable giving.
- An understanding of the types of data, reports, and analyses needed to support the fundraising efforts of a large nonprofit.
Director of Prospect Research & Moves Management at Hanover College
Location: Hanover, Indiana
The Hanover College Advancement Department provides leadership, support, and coordination in generating support for the College’s teaching, service, and research functions through the development, oversight, implementation, and management of campus wide campaigns, and service to academic units for priority projects and approved campaigns.
The Advancement Department’s Prospect Research and Management Director manages prospect research and wealth trends, actively participates in the planning and implementation of fundraising campaigns, and oversees and manages the campus-wide prospect management and tracking systems. These systems are essential to the development and coordination of work with all giving prospects, especially those with lead and major gift capacity. The individual maintains overall responsibility for major gift prospect identification, management of prospects through the major gift processes, and research in support of the College’s fundraising goals and objectives and will play a key role in capital and special gift campaigns.
The Director of Prospect Management is an integral member of the campus fundraising team. The Director is responsible for identifying, researching, and analyzing prospects for major gift cultivation and solicitation. This research and analysis serves as the foundation of a fundraising campaign and directly contributes to the success of the College’s fundraising initiatives. The outcome of effective research and management facilitates the cultivation and solicitation of top prospects by lead campaign volunteers and College and Advancement staff members.
A. Daily 40% Major Gift Prospect Identification
Proactively and independently plan and execute creative strategies to identify sources of major gift ($10,000+) private support using prospect data, wealth capacity screening, and individual research to ensure that campus wide fundraising initiatives have sufficient prospects to meet fundraising goals. Develop and manage prospect management processes, including the assessment of Linkage, Ability, and Interest, rankings and ratings. Manage the prospect pool and assignments to the major gift officers, volunteers, and others involved in the cultivation to solicitation of prospects. Develop and execute strategies to ensure that newly identified prospects are presented and assigned to appropriate campus fundraisers in a timely manner.
B. Daily 30% Oversee Moves Management and Provide Campaign Support
Oversee the maintenance and updating of the moves management system and ensure compliance with the policies and procedeures related to the system. Provide support for a campaign through the oversight of the system and through reporting processes. Develop moves management strategies for the donor prospects of Trustees and Campaign Volunteers. Establish and maintain processes for the allocation of new prospects. Develop and implement processes for wealth capacity screening of new donors and the assignment of these donors.
B. Daily 15% Prospect Research, Analysis and Writing
Research/Analysis/Evaluation: Provide high-level research on individuals, corporations, and foundations using a wide variety of biographical, organizational and financial sources, including state-of-the-art online database services, Internet websites, library and government sources and other external repositories of public information. Analyze and synthesize accumulated information to assess financial capacity, philanthropic tendencies, giving propensity and linkages to campus. Evaluate research results to develop and implement further research strategies utilizing ethical intelligence-gathering techniques of the information profession.
Writing: Compose documents (profiles, biographies, project summaries) using style, grammar and content appropriate to specific audiences. Interpret and translate complex financial, legal and corporate language into easily comprehensible terms while adhering to College standards of discretion and confidentiality. Extract and communicate key information which directs cultivation and solicitation strategies. Prospect knowledge, including ratings, interests and linkages acquired through research is preserved and maintained in a complex database system that is accessible to campus wide fundraising staff and used to develop future cultivation strategies.
C. Daily 10% Consultation
As a key member of various campaign committees and liaison to a portfolio of advancement directors, collaborate and consult with diverse campus contacts, including advancement staff, academic leaders, and others on matters related to portfolio development, solicitation strategy formulation and information gathering through peer screenings. Interpret results and provide direction on the segmentation and management of large groups of prospects and donors identified through the electronic screening process.
Provide consultative services and orientation sessions on research methodologies and resources to fundraisers, faculty and other key campus personnel involved in fundraising. Efficiently monitor a core group of principle gift prospects and maintain an active awareness of the important news and events involving them.
D. Daily 5% Other Duties
Help with work related to the campus-wide prospect management and tracking system as needed.
- Bachelor’s degree from an accredited institution of higher education
- A minimum of five years in fundraising
- Familiarity with Raisers Edge
- Demonstrated experience in prospect research, development, library research or information related field preferably in a higher education environment. Knowledge of the range of resources available to prospect researchers and the ability to apply those resources in an organized and purposeful manner.
- Demonstrated analytical skills to initiate and perform complex analyses and organize information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations and foundations. Ability to analyze and interpret complex financial disclosure documents for the purposes of wealth assessment (SEC filings, real property files, financial and legal disclosures, etc.).
- Demonstrated ability to conceptualize and develop proactive prospecting methodologies to support organizational goals, including data mining, sophisticated constituent database queries, etc.
- Strong computer skills and demonstrated background in Internet-based research. Experience working with a relational database a necessity, preferably Advance C/S, as well as the Microsoft Office suite of products, including excel. Ability to download and export information between systems.
- Excellent oral and interpersonal skills, including diplomacy required to function effectively among campus fundraisers, high level campus administrators, volunteers and other constituencies to bring large scale projects to completion. Ability to work in a team environment.
- Demonstrated ability to work independently, prioritize work, and independently manage multiple, diverse and competing priorities while meeting deadlines.
- Strong project management skills and problem-solving skills and demonstrated ability to work in a demanding environment. Ability to maintain confidentiality and work with sensitive information.
- Ability to recall, recognize and communicate interrelated information pertaining to College benefactors and prospects.
- General fundraising skills, including proficiency at supporting and participating in prospect management and tracking processes and staying informed of trends in the field.
- Knowledge of ethics statements by APRA, Council for Advancement and Support of Education (CASE), and other related associations.
- Personal belief in mission, goals and objectives of private higher education
- Self-motivated & self-starting
- Passionate & committed to going out and getting gifts
- Respectful, kind
- Optimism and positive attitude
- Attention to detail
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Posted June 21, 2018