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At Fred Hutch, we believe that the innovation, collaboration, and rigor that result from diversity and inclusion are critical to our mission of eliminating cancer and related diseases. We seek employees who bring different and innovative ways of seeing the world and solving problems. Fred Hutch is in pursuit of becoming an antiracist organization. We are committed to ensuring that all candidates hired share our commitment to diversity, antiracism, and inclusion.
The Prospect Management and Research Strategist (Prospect Researcher II) role is part of the Philanthropy team and reports to the Director of Prospect Management and Research (PMR.) Within Philanthropy, the Advancement Services (AS) team includes seven integrated and collaborative work groups including Prospect Management and Research, Data Reporting and Analytics, Software Integration Programming, Gift Services and Data Management, Software Training, Project Management, and Restricted Giving.
This position contributes to the maintenance and growth of comprehensive prospect management and prospect research best practices. Metrics accountability, strategy coordination with fundraisers, and thoughtful management of prospects through the Philanthropy prospect/donor lifecycle are key components of this work. The position is responsible for partnering with frontline fundraisers to build their effectiveness by providing high-level strategic briefings on major gift prospects, using a wide variety of ethical sources to analyze and synthesize intelligence that informs financial capacity, philanthropic tendencies, and linkages to the Hutch priorities.
The incumbent promotes and interprets prospect management guidelines, provides training and learning programs, advises on frontline metrics goals, and analyzes opportunities, actions, portfolios, and other major gift prospect data to help maximize returns from solicitations for private gifts. Ultimately the position ensures that prospect data will meet the needs of a campaign and frontline fundraisers for a steady stream of prospects and identification of growth opportunities. The strategist works independently and manages their own workload, assists the Director, and collaborates on team projects.
The strategist performs administrative activities as well as leads moderately complex assigned project support activities to ensure the successful delivery of Prospect Management and Research deliverables. This position will lead small, minimally complex projects or parts/phases of a larger complex project with the direction of the Director, Prospect Management and Research.
- Adhere to and show an understanding of the organization’s prospect and portfolio management procedures, as well as of the ethical guidelines of the profession as outlined by APRA (Association of Professional Researchers for Advancement)
- Demonstrate knowledge of portfolio management best practices around the donor cycle, prospect and opportunity statuses and their links
- Interpret and communicate prospect management guidelines for frontline staff, recommending changes that reflect the changing needs of the team
- Act as a resource for fundraising and support staff in the proper data entry procedures into NXT
- Manage and disseminate reports focused on the solicitation pipeline
- Aid in the interpretation and updating of opportunity data to ensure that current strategic plans and campaign fundraising projections are accurate
- Update portfolio assignments as needed, as well as reporting out on the changes to frontline staff
- Assist in the development of prospect management reports that use prospect status data. Play an active role in the continued maintenance of and development of refinements in this data, acting as a resource for best practices in PM reporting and process for Philanthropy staff.
- Create timely, strategic briefings on major gift prospects, which include analyses of donor gift capacity, philanthropic motivation/interests, timing of gift, engagement with the Hutch, and factors affection wealth. Identify critical information that may be missing that could guide engagement efforts.
- Negotiate with fundraisers on the feasibility and scope of research requests
- Review news for business and development trends and monitor news about key prospects for potential impact on cultivation and solicitation
- Assist in making recommendations for the placement of prospects in particular gift officer portfolios through the use of basic research data (capacity, philanthropic giving to others, etc.)
- Review and screen new leads that are generated from gift reports; assist in the development of new reports and processes by which to identify prospects at all capacity levels.
- Maintain and generate PMR team productivity reports. Assist in the development of new reports for tracking PMR contributions and successes.
- Manage and maintain the teams’ requests and projects queues, assist in managing the workflow, offering support as needed (management of SmartSheet queries for PR and PM)
- Maintain and administer the use of ResearchPoint software for weekly and ad-hoc screenings of prospects, act as team point-person for its use and training, manage data uploads from RP to RE, and act as liaison with Blackbaud as needed
- Maintain attribute and other data in NXT in support of PMR team activities
- Distinguish general campaign phases and describe the role of the PMR team in supporting campaign objectives to other philanthropy staff. Demonstrate knowledge of campaign goals and priorities.
- Assist in creating projects to identify prospects for key campaign initiatives; help manage the infrastructure to keep the best prospects moving into portfolios.
- Assist in the development of PM reports for the campaign
- Work collaboratively across various teams: Prospect Researchers, Data and Reporting, Gift Services, Frontline Fundraisers, and the Chief Philanthropy Executive for Individual Giving
- Safeguard the confidentiality of donor information always
- Bachelor’s degree or equivalent experience
- At least two years of prospect management and prospect research experience
- Basic proficiency with standard research tools, including fundraising databases, wealth screening vendors, and online services
- Excellent computer skills, including intermediate proficiency with Microsoft Excel
- Understanding of fundraising standards and methodologies
- Strong ability to synthesize and summarize relevant information into coherent narratives that guide strategy
- Excellent written and verbal communication skills, attention to detail, and an aptitude for critical thinking
- Previous experience leading small, minimally complex projects; strong project management skills
- Ability to anticipate needs and show initiative in proposing new projects that improve processes
- Experience collaborating and coordinating technical issues with technical resources; strong analytical skills with demonstrated ability to drive solutions to problems through project teams.
- Demonstrated ability to meet deadlines and juggle priorities
- Exceptional interpersonal and team building skills, including diplomacy required to interact and collaborate effectively with all philanthropy staff
- Takes initiative, collaborates with multiple team members, works on multiple projects simultaneously and flexible with changing priorities and deadlines
- Strategic thinker who is creative and willing to think beyond traditional boundaries
- Comfortable working within a complex organization
- Ability to work with sensitive information and demonstrates strong commitment to professional ethics and confidentiality
- Three or more years of prospect management and prospect research experience
- Expert level understanding of fundraising standards and methodologies
- Raiser’s Edge/RENXT experience
- Some experience with Visio, SharePoint, Smartsheet or equivalents
- Understanding of fundraising standards and methodologies
- A sense of curiosity and enthusiasm toward learning
Please submit a cover letter with your application to be considered for this opportunity.
Fred Hutch has a mandatory COVID-19 vaccine requirement, with exceptions only for approved medical or religious accommodations.
As a condition of employment, newly hired employees must provide proof of vaccination or initiate the accommodations process before their first day of employment.
A statement describing your commitment and contributions toward greater diversity, equity, inclusion, and antiracism in your career or that will be made through your work at Fred Hutch is requested of all finalists.
Our Commitment to Diversity
We are proud to be an Equal Employment Opportunity (EEO) and Vietnam Era Veterans Readjustment Assistance Act (VEVRAA) Employer. We are committed to cultivating a workplace in which diverse perspectives and experiences are welcomed and respected. We do not discriminate on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability (physical or mental), marital or veteran status, genetic information, sexual orientation, gender identity, political ideology, or membership in any other legally protected class. We are an Affirmative Action employer. We encourage individuals with diverse backgrounds to apply and desire priority referrals of protected veterans. If due to a disability you need assistance/and or a reasonable accommodation during the application or recruiting process, please send a request to our Employee Services Center at email@example.com or by calling 206-667-4700.