Director of Prospect Management and Research
Director of Prospect Management and Research
Angola, Indiana
Summary
The Director of Prospect Management and Research will play a critical role in advancing Trine University’s mission by identifying, analyzing, and managing potential donors to support strategic fundraising initiatives. This position will develop and implement prospect research strategies, ensure effective pipeline management, and deliver actionable insights to empower university leaders and gift officers.
Essential Duties and Responsibilities
Prospect Research and Analysis
- Identify and qualify prospective donors, including individuals, corporations, and foundations, using advanced research tools and techniques.
- Analyze data to assess giving potential and affinity to the university's mission.
- Prepare detailed prospect profiles, wealth screenings, and capacity assessments to inform cultivation and solicitation strategies
Prospect Management
- Oversee the prospect management system, ensuring the effective assignment and tracking of prospects throughout the donor lifecycle.
- Partner with advancement team members to monitor and optimize the prospect pipeline.
- Facilitate regular meetings to review prospect portfolios, identify opportunities, and address challenges.
Data and Systems Management
- Maintain and enhance the university’s donor database, ensuring accurate and up-to-date information.
- Develop and enforce best practices for data integrity and confidentiality.
- Utilize data analytics to identify trends, forecast outcomes, and inform strategic decision-making.
Strategic Collaboration
- Work closely with gift officers to provide research support for major and principal gift prospects.
- Collaborate with university leadership to support comprehensive campaign planning and execution.
- Stay informed on industry trends and emerging tools to ensure innovative and effective research methodologies.
Education and/or Experience
Required Qualifications:
- Bachelor’s degree in a related field such as business, communications, or data analytics; advanced degree preferred.
- Minimum of 3–5 years of experience in prospect research, development, or related areas.
- Proficiency with donor databases (preference for Slate) and research tools (e.g., iWave, DonorSearch, LexisNexis).
- Exceptional analytical and organizational skills, with a strong attention to detail.
- Ability to handle sensitive and confidential information with discretion.
- Strong written and verbal communication skills.
Preferred Qualifications:
- Experience in higher education or non-profit fundraising.
- Familiarity with wealth indicators, financial documents, and philanthropic trends.
- Knowledge of prospect segmentation, moves management, and campaign strategy.
Outstanding Benefits
Trine University offers a comprehensive benefit package designed to provide a variety of choices to best fit your needs and the needs of your family. Some benefits offered include:
- Health – medical, dental, vision, flex spending, HSA accounts
- Life Insurance – a variety of voluntary life options are available along with an employer paid employee life policy valued at 1½ times annual salary
- Financial Insurance – employer paid Long Term Disability and voluntary Short-Term Disability, Accident, Hospital Indemnity, and Critical Illness options are available
- Paid vacation and sick time
- Retirement – after one year of full-time service you are eligible for an employer contribution of 5% and up to an additional 5% employer match
- Education – after 6 months of full-time service, undergraduate education benefits are available for employee, spouse, and dependent children
Salary
The salary is competitive and commensurate with experience and qualifications.
Trine University is an equal opportunity employer. Applicants are considered for employment without regard to race, color, religion, sex, age, disability, national origin, genetic information, citizenship status, military status, or any other basis prohibited by law, unless such basis constitutes a bona fide occupational qualification. Trine will comply with its legal obligation to provide reasonable accommodations to qualified individuals with disabilities and for religious beliefs.