Assistant Director of Prospect Management

The assistant director of prospect management facilitates prospect activities including directing the activities responsible for prospect management, moves management and proposal pipeline maintenance and management. The assistant director will be responsible for maintaining standards for information storage regarding these areas. The incumbent is responsible for implementing and managing the model and policy for prospect management where prospect identification, tracking and moves management are closely related with proposal production and, ultimately, dollars raised.

The assistant director will also be responsible for supervising the maintenance of current and accurate information in the Ellucian Advance prospect management system. The assistant director is responsible for creating and distributing prospect and proposal reports to all relevant development staff in a timely manner. The position is an integral part of the leadership of the Advancement Services unit and is responsible for working with the various fundraisers in the University Relations and Development division to provide a consistent flow of viable prospects in support of Case Western Reserve University (CWRU) fundraising efforts.

The assistant director will work strategically and synergistically with the staff in the Advancement Services department, and with central development and unit-based development personnel to accomplish the goals of the position. The assistant director reports directly to the director of prospect management and works with the chief development officer, and their supporting fundraising professionals and staff at the university's various divisions, in the development and implementation of prospect management activities in accordance with the university's current and future strategic initiatives, including campaign planning and strategy.

This position involves regular and extensive interaction with the highest levels of university leadership, including university administration, trustees, deans, faculty, staff, students, and alumni of CWRU.

• Lead regular prospect review meetings with the university's various divisions and central development officers for the purposes of maintaining accurate prospect and proposal pipeline reports as well as identify new prospects and areas of prospect research that may be needed. Provide strategy consultations regarding identification of new prospects, cultivation of existing prospects and solicitation. Generate and distribute regular action reports to track donor activity under portfolio management.
  
  (45%)
• Proactively assess health of existing portfolios as well as philanthropic strength of newly-identified prospects to help expand, strengthen, and organize the prospect pools for various constituencies (alumni, parents, friends, corporations, and foundations, etc.). (20%)
• Utilize tools such as wealth screenings, predictive modeling, information services and other data sources to assess donors
  ¿ gift capacity, interests, inclination, and willingness to give. Assist in the ongoing discovery and cultivation of new prospects and integrate such information into prospecting and donor strategies. Identify external tools and resources to facilitate work. Stay abreast of new information sources and technology applicable for use by the department, and the current trends in prospect management methods. (15%)

• Provide special input to staff responsible for presidential or management center travel/solicitations as needed. (5%)
• Supervise the maintenance of the recording of up-to-date notes, next steps and lists relating to prospects for the purposes of all relevant prospect meetings. (4%)
• Produce pipeline reports of proposals staged by…