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Senior Advancement Research and Portfolio Development Specialist

Apply now Position Number: 989732
Work Type: Staff/Unclassified
Location: Kent Campus
Category: Full-time
Home Org/Dept: Prospect Mgmt & Research - Kent Campus [100771]

Job Title:

Senior Advancement Research and Portfolio Development Specialist

Physical Location:

Kent, OH 

Salary:

$48,970 to $69,335 

Basic Function:

To provide comprehensive research on potential donors to the University, including in-depth industry analysis and relationship mapping. Identify potential major and leadership donors through the deployment of complex database segmentation strategies utilizing analytical software, demographic and in-house data. Analyze, interpret and evaluate information collected on a potential donor to produce effective cultivation strategies at the individual and team level. Reports to the Associate Director, Prospect Research or designated administrator.

Additional Basic Function – if applicable:

 

Examples of Duties:

Duties/essential functions may include, but not be limited to, the following: 

Lead and direct prospect identification efforts through industry analysis, demographic data, database segmentation strategies and electronic and/or peer screenings. Perform in-house data-mining through complex database queries and statistical modeling concepts.

Identify connections between business, family, social and volunteer relationships among individuals and organizations. Identify philanthropic patterns and tendencies. Analyze and match charitable and economic interests of prospective donors to identified fundraising projects. Develop comprehensive and effective cultivation/solicitation strategies.

Utilize and interpret information from various sources to potential major and leadership donors.

Utilize mailing and contact lists from others sources such as list houses, organizations and internet sources to identify interest and affiliations to specific fundraising projects/goals.

Teach basic prospect research to a diverse audience to include making presentations, being responsible for training processes, and mentoring research staff.

Perform related duties as assigned.

Additional Examples of Duties – if applicable:

 

Minimum Qualifications:

Bachelor's degree in Business, Liberal Arts, Library Science, or a relevant field; four to five years experience in prospect management, research or analytics.

License/Certification:

 

Knowledge Of:

Creation and purpose of private, personal and family foundations*
Major donor prospect research methods*
Deferred giving vocabulary, vehicles and cultivation strategies*
Various gift types (pledges, outright gifts, soft credit) and how each influences a donor's gift history*
The changing market of subscription-based research tools
Online databases and sources*
Current trends in fundraising and philanthropy in the United States
Diverse fundraising practices and procedures in non-profit fundraising

Skill In:

Utilizing spreadsheet and database applications (specifically Microsoft Excel and Access
Interpreting SEC data (including compensation and pension information, insider stock options, ownership and transfers; evaluation of profit and loss and business forecasting statements
The creative use of sources as applied to the process of evaluating donor prospects for capacity, inclination and readiness *
Written and interpersonal communication*
Multitasking and prioritizing time and resources*
Querying various types of software for demographic or prospect information including importing and exporting data between various sources*

Ability To:

Accurately interpret IRS/SEC forms (990, 990PF, DEF14-A,10K,13G)*
Decipher complex donor gift records to determine a donor's gift history*
Evaluate and utilize new or alternative resources for information including text sources, electronic sources and screening results*
Assess source validity*

Preferred Qualifications – if applicable:

Experience in non-profit environment.

Assessments:

Asterisk (*) indicates knowledge, skills, abilities which require assessments

Working Conditions / Physical Requirements:

Light work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or negligible amount of force constantly to move objects. Incumbent may be required to travel from building to building and/or off campus frequently.

Working Schedule:

 

Additional Information:

  YOU WILL FIND ADDITIONAL INFORMATION ABOUT THE DIVISION AND A LIST OF CURRENT OPEN POSITIONS IN INSTITUTIONAL ADVANCEMENT, BY VISITING OUR WEBSITE: HTTP://WWW.KENT.EDU/ADVANCEMENT.

Disclaimer:

The intent of this description is to illustrate the types of duties and responsibilities that will be required of positions given this title and should not be interpreted to describe all the specific duties and responsibilities that may be required in any particular position. Directly related experience/education beyond the minimum stated may be substituted where appropriate at the discretion of the Appointing Authority. Kent State University reserves the right to revise or change job duties, job hours, and responsibilities.

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Applications close: Eastern Daylight Time

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