Job Requisition Number: 23674. PROSPECT DEVELOPMENT UNIT OVERVIEW Prospect Development manages information about UC Berkeley?s donors and prospective donors with the goal of building lasting philanthropic relationships that benefit both the donor and the University. In partnership with development officers, Prospect Development provides information, knowledge, coordination, and tools that support the campus in achieving its fundraising goals. The unit identifies prospective donors, matches their interests to campus programs, and ensures that prioritized prospective donors are included in development officers? portfolios. Prospect Development?s research informs prospect strategy, and its ongoing work helps development officers move prospective donors through stages of the fundraising cycle while recording the activities that foster the relationship.
POSITION OVERVIEW Works closely with campus fundraising programs to identify, qualify, assess, rank, and prioritize donor prospects through research and analysis of potential donors and analyzing, interpreting and segmenting pools of donors; provides customized research and analysis to aid in cultivation, stewardship, and solicitation of donor prospects, and to facilitate business decisions relating to program development and resourcing. Develops materials, marketing plans, and organizes related programs associated with research services and results. Manages client relationships with a diverse range of campus development units; meet regularly with campus fundraisers to document and analyze prospective donor engagement and activities. Utilizes a broad knowledge of prospect research methodologies, sources, and results. Analyzes prospective donor information and presents results as reports, charts, tables and other visual aids. May lead cross-functional teams to solve complex business or systems issues.
?Using campus donor database, manages, records and reports on wide range of demographic, financial, activity and descriptive information. Segments, analyzes and ranks prospect pools to answer specific business questions that create fundraisers efficiencies and improve fundraising effectiveness. Uses internal and external data sources. Gathers, analyzes, prepares and summarizes information and data; recommends approaches, trends, sources and uses. Prepares data for presentation. Analyzes the interrelationships of data and defines logical aspects of data sets. Reviews new software and services and keeps abreast of best practices.
?Conducts financial or biographical research on alumni, friends, corporations, and foundations to identify, qualify, and prioritize prospective donors; independently researches, selects sources for research and ensures accuracy of written pieces.
?Analyzes data and researches prospect information to create appropriate prospective donor portfolios. Manages prospect progress through solicitation cycle. Implements business processes; ensures prospect portfolios contact mix of prospects at appropriate stages with up-to-date information; partners with unit fundraisers to review prospect portfolios on regular basis and develop on-going portfolio maintenance solutions.
?Develops and maintains in-depth and routine information, providing comprehensive analysis of donor trends and interests, and giving capacity and affinity.Serve as expert subject coder. Understand structure and logic of biographic and prospect code tables and suggest enhancements and edits.
?Provides range of information services to fundraising clients using information resources in a wide range of formats and disciplines; develops educational activities and assessments of client learning.
?Gathers, analyzes, prepares and summarizes business and user needs, and documents requirements. Creates complex specifications for reports to meet user requirements. Designs, develops, modifies and evaluates prospect reports.
?Plans, schedules, and implements projects and programs that support fundraising and alumni relations. Coordinates and oversees the work of support staff and/or other professionals.
?Assists and participates in short and long-range strategic planning of fundraising and alumni relations programs and results ?Provides analysis and information of complex results or activities, including analysis of donor trends and interests and giving capacity and affinity,and makes recommendations to upper management for program changes or development of new programs as required. Develops strategies within existing policy guidelines.
?Participates in cross-functional teams to solve complex business or systems issues.
?Ensures that predetermined goals are met.?Thorough working knowledge and understanding of fundraising and donor relations concepts, principles, techniques, procedures and practices. ?Thorough working knowledge of the campus, including its vision, mission, goals, objectives, achievements and infrastructure. ?Thorough knowledge of applicable laws, rules, regulations, policies, et cetera. ?Thorough knowledge of key information resources, including news, financial, corporate and government sources. ?Thorough knowledge of relational databases. ?Good interviewing and listening skills. ?Thorough knowledge of moves management methodology and best practices. ?Thorough written, oral and interpersonal communication skills, including political acumen, to build and maintain effective working relationship at all organizational levels and with outside constituencies, and to work with both technical and non-technical personnel. Must be able to communicate technical information in a clear and concise manner. ?Thorough analytical and critical thinking skills, including skill in creative and effective decision-making and problem identification/avoidance/resolution. ?Thorough project management skills. ?Good skills associated with analysis of processes and problems, information flow and architecture. ?Requires ability to understand business needs and how business systems can support those needs. ?Requires skills in programming and analysis tools such as MapPoint, Excel and PowerPoint. ?Must be self motivated, work independently or as part of a team, able to learn quickly, meet deadlines and demonstrate problem-solving skills. ?Skills to maintain confidentiality. ?Skills to meet or exceed prospect research goals and objectives. ?Excellent client service orientation and follow-through. ?Background check required.
Education/Training: ?Bachelors degree in related area and/or equivalent experience/training
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.