The Director of Advancement Services & Prospect Development is a member of the Institutional Advancement Team and reports to the Vice President of Institutional Advancement. The position is responsible for supporting the Advancement team with all database management and research efforts including prospect and client research, moves management processes, activity tracking and data reporting needs.
Data Management: In collaboration with the Technology Center, this position is responsible for ensuring the accuracy, integrity and effective use of all data-related systems including the following software platforms: Banner, a Customer Relationship Management (CRM) system; Reeher for information that pertains to prospects, clients and funds; and other systems as needed.
A successful Director of Advancement Services & Prospect Development is highly organized, proactive, excellent at follow-through, skilled at database management and possesses a high level of computer competency. This role will ensure that appropriate staff is trained in the proper use of these software platforms, developing and implementing policies to guide data entry, and making sure that these software platforms are maintained effectively, and can be relied upon for the production of accurate information and reporting.
In collaboration with the Technology Center, maximize Institutional Advancement Team’s use of the CRM (Banner, Reeher, and related systems) and serve as the staff resource for these systems.
Understand, maintain and regularly update the Biographical, Prospect, and Giving modules of Banner for information that pertains to prospects, clients and funds.
In collaboration with the Technology Center, develop standards, protocols and policies for all aspects of data entry in these software systems, manage clean up as required, and monitor ongoing compliance.
Maintain accurate and updated contact information on donors, alumni, prospects and core constituencies and others in such a manner as to facilitate internal reporting and targeted mailings by category.
Prioritize and track requests and follow-up actions, ensuring timely and accurate delivery of information.
Produce and distribute prospect research in various formats needed for prospect identification, cultivation, and solicitation of major gift prospects, including individuals and organizations.
Analyze and synthesize accumulated information to assess philanthropic tendencies, giving propensity, financial capacity, and connections to the college.
Assist with the maintenance of prospect management data to ensure it is optimized for effective portfolio management and institutional reporting.
Serve as a subject matter expert on data management, prospect research and prospect management best practices and preferred resources, providing training to advancement colleagues as needed.
Prospect Research & Management: This position is responsible for all prospect research and prospect management within Advancement to assist with the college’s fundraising and engagement priorities. Key responsibilities include synthesizing, analyzing, and disseminating prospect information to frontline fundraisers and other staff as appropriate, in addition to providing portfolio management support to gift officers, utilizing prospect management best practices and prospect data to optimize fundraising resources. A successful Director of Advancement Services & Prospect Development ensures all deliverables needed to successfully carry out the college’s fundraising programs are accurate, comprehensive, and timely.
Be proficient with the use of tools and techniques to identify philanthropically inclined individuals and organizations that could be interested in working with Curry College.
Proactively identify prospects and collaborate with gift officers to identify the best means of prospect engagement.
Develop and maintain comprehensive prospect research and prospect management systems in partnership with key advancement staff.
Conduct regular meetings with all gift officers, to include portfolio reviews and prospect strategy meetings.
Manage the Curry College endowment statement process in partnership with the Finance Team.
Have primary responsibility for Reeher including maintenance, monitoring, setting up and removing users, trouble-shooting and assisting with the process of educating employees to answer client questions.
Be the College’s product champion and vendor contact for the above referenced software systems and stay current on these platforms that support the Advancement team.
Provide support of quarterly Trustee committee meetings and administrative support as needed.
Additionally, as a member of the Advancement team, this position is expected to work at alumni and donor events.
A minimum of a Bachelor’s degree is required.
A minimum of 5 - 7 years of demonstrated computer proficiency working with databases and related software platforms.
A minimum 2-3 years’ experience in nonprofit development, particularly in fundraising and prospect research and prospect management strategies. (Experience with Banner, Reeher, Raiser’s Edge, other client management databases preferred).
Experience using online products and services, and other data sources, to effectively research and support prospect identification efforts.
Ability to use the principal tools for development research, including LexisNexis, Foundation Directory Online, Foundation Search, NOZA, the internet and various online sources.
Understanding and adherence to high standards of ethics and confidentiality.
Ability to think analytically, manage multiple projects simultaneously, set priorities and meet deadlines.
Ability to discern data quality discrepancies that require further investigation.
Ability to prioritize work with a high degree of independence while exercising critical thinking skills to determine best use of time and resources.
Knowledge of the Donor Bill of Rights and ethics statements by Apra, the Association of Fundraising Professionals (AFP), Council for Advancement and Support of Education (CASE), and other related associations.
Ability to attend off-site events, such as community events and meetings, and represent the College appropriately.
Proficiency with the Microsoft Office suite of products, including Word, Excel, PowerPoint, Adobe Acrobat and Outlook.
Raiser’s Edge, Banner, or Related Fundraising Management Software: 5+ years.
Microsoft Office, including Excel, Word, and PowerPoint: 5+ years.
Data analysis and visualization tools, such as SPSS, Microsoft Access, or Tableau.
At the College’s discretion, the education and experience prerequisites may be excepted where the candidate can demonstrate, to the satisfaction of the college, an equivalent combination of education and experience specifically preparing the candidate for success in the position.
Employment in this position is contingent upon the successful completion of all required pre-employment background checks.
Founded in 1879, Curry College is a private, four-year, liberal arts-based institution located on a wooded 131-acre campus in Milton, MA just seven miles from downtown Boston. Accredited by the New England Association of Schools and Colleges (NEASC), Curry College offers 27 undergraduate majors, over 60 minors and concentrations, as well as four graduate programs and a variety of continuing education certificates and programs.
Curry College is an equal opportunity employer that encourages diversity in the workplace and is committed to a policy of equal opportunity in every aspect of its operations.