JOB SUMMARY

This position serves as an essential member of the Development team to establish overall goals and strategies increasing private support and engagement with the National Trust for Historic Preservation for the planning and implementation of a comprehensive program of prospect research, prospect strategy, data management, and analysis. The role collaborates with Development leadership and gift officers to determine financial giving capacity of current and prospective donors. Directs process of preparing development research for major and principal gift donor/prospects. Exhibits independent discretion in proactively identifying viable individual, foundation and corporate prospects and ensuring that appropriate research and analysis is done to make a compelling donor-solicitation for funds. Liases with Philanthropy & Institutional Giving departments to manage operations related to adoption of CRM.

DUTIES

• Implement a comprehensive prospect identification program that identifies, rates, and recommends prospects for NTHP across all programs (annual fund through principal giving).
• Implement a comprehensive program of quality prospect research (biographic, financial, and philanthropic) to support cultivation and solicitation activity by Development staff, Program partners, and volunteers as appropriate.
• Proactively oversee alerts and other proactive research tools to keep fundraisers up to date on principal gifts prospects (changes to wealth, employment, philanthropy, and other news).
• Develop and implement policies and standards for donor/prospect research projects with the primary focus on major and principal gifts.
• Work closely with leadership to maximize effectiveness of fundraiser portfolios.
• Lead portfolio review meetings and assist development officers in developing targeted strategies toward solicitation.
• Direct the assignment (and reassignment, including prospect clearance) of prospects and partners with the Chief Development Officer and Vice Presidents to ensure that fundraising activity is coordinated and prospects are moved successfully through the fundraising cycle.
• Provide quantitative and qualitative analysis of pipeline activity and movement to drive strategic planning across Development, including modeling and donor journey analytics.
• Collaborate with colleagues in Development Services to make recommendations for database modifications needed to support effective reporting and analysis.
• Lead the strategic and long range planning for new initiatives and programs designed to enhance the donor relations and/or stewardship activities of assigned strategic insitiave and program.
• Oversee annual strategic business plan and budget for the unit.
• Will directly supervise, train and direct the work of assigned staff.
• Additional duties as assigned.

QUALIFICATIONS

• At least 8 years of professional level experience, particularly in a matrixed and geographically dispersed non-profit. Experience independently conducting donor prospect or related research preferred. Experience managing staff preferred.
• Experience managing projects with colleagues with diverse work styles and technical abilities.
• Advanced organizational, analytical and problem solving skills, including issue identification and prioritization.
• Advanced project-management skills, including project budgeting and planning. Ability to achieve results with general supervision.
• Experience successfully managing internal stakeholders.
• Proven ability to collaborate across divisions to implement processes and achieve results. Track record of building and maintaining productive relationships with multiple stakeholders.
• Ability to prioritize, multi-task efficiently and respond to a high volume of ongoing requests in a timely fashion.
• Proven ability to continually develop skills related to use of rapidly changing technology and communications best practices.
• Effective presentation skills. Excellent verbal and written communication skills.
• Excellent attention to detail and ability to multi-task.
• Entrepreneurial spirit and skill set essential.
• Ability to adapt and be flexible in a dynamic work environment.
• Demonstrated success in engaging culturally diverse audiences, partners and colleagues.
• Advanced knowledge of Microsoft Word and Excel required. Familiarity with software such as: LexisNexis, Foundation Directory Online, WealthEngine, DonorSearch and databases, strongly preferred. Familiarity with ROI Solutions database systems a plus.
• Regular and reliable attendance is required.