Manager, Prospect Development

Job Summary

The Manager, Prospect Development designs and implements data-driven strategies for prospect identification and qualification, portfolio health, and prospect research to achieve the Foundation's annual and long-term fundraising goals. Reporting to the System Director of Advanced Analytics and Strategic Intelligence for Foundations, this individual oversees portfolio management, prospect research, data analysis, and moves management to build healthy portfolios and a robust pipeline of major gift prospects for the Dallas Foundation.

The Manager ensures key Foundation staff have accurate, comprehensive, and timely information to inform fundraising strategy and decision-making, and advises development officers on prospect strategy.

Essential Functions

- Encourage and inform robust portfolio cultivation

Ensure each development officer maximizes the philanthropic potential of their portfolio through regular feedback on efficiency, productivity, and opportunity, moving prospects and donors from identification to stewardship.

Examples:

Evaluate the quality of prospect assignments based on financial assessment, affinity, and giving interests.
- Maintain and refine prospect management protocols, including prospect codes and portfolio data.

- Drive prospect and grateful patient identification

Proactively identify new major, annual, and planned gift prospects, including individuals, companies, foundations, and grateful patients and families

Examples:

Screen, research, and prioritize grateful patients and families through physician referrals and screening data.
- Identify connections to the organization through board members and friends.

- Provide prospect research

Research and evaluate a prospect's financial status, gift capacity and propensity, philanthropic interests, and alignment with Baylor Scott & White's mission.

Examples:

Conduct proactive and reactive research using online databases, business and biographical directories, periodicals, screening software, SEC filings, and other published materials.
- Prepare profiles, snapshots, and briefs covering biographical, financial, professional, philanthropic, and capacity information.

- Inform strategy and lead team workflow
Actively participate in prospect strategy development and adapt quickly to new situations.

Examples:

Work with the Research Officer to coordinate the team's workflow, manage weekly workload, and set priorities.
- Continually evaluate research processes, methods, and products to meet fundraisers' and the organization's evolving needs.

- Ensure data collection and integrity.

Manage the collection, analysis, and accurate documentation of major and planned gift prospect information, and ensure the integrity of donor and prospect data

Example:

Oversee regular updates and clean-up of the Raiser's Edge database, including planned giving, major gifts, cultivation stage tracking, and prospect research data.

- Reporting and data support

Provide reporting, data, and mailing lists that support cultivation, solicitation, and stewardship initiatives.

Examples:

Support annual giving and appeal strategies in partnership with the Director of Communications and Annual Giving.

Working Conditions

- Hybrid (max 2 WFH days), in-office.
- Additionally, staff and support major, off-site fundraising events.

Preferred Qualifications

- Bachelor's degree.
- 5+ years of relevant experience in development research, prospect management, or an equivalent combination.
- Adherence to industry and professional standards and ethics, including HIPAA, APRA, AFP, and AHP, and safeguard the confidentiality of
- donor information in line with Foundation and system policies.
- Familiarity with relational databases and reporting tools, and strong Microsoft Office skills (Excel, Word, and PowerPoint).
- Experience with Raiser's Edge or a similar fundraising database/CRM, and standard prospect research resources.
- Knowledge of current trends in prospect research, wealth analysis, and non-profit business.
- Experience calculating approximate public and private business valuations.

Knowledge, Skills and Abilities

- Excellent writing, communication, and analytical skills.
- Flexibility, intellectual curiosity, creativity, and attention to detail.
- Ability to work independently and collaboratively across teams and with diverse personalities.
- Ability to prioritize multiple assignments and meet deadlines in a fast-paced environment; works well under pressure.

Minimum Qualifications

- Bachelor's or 4 years of work experience above the minimum qualification
- 5 Years of Experience