Director, Prospect Research And Management Resume Example University Of San Francisco

DIRECTOR, PROSPECT RESEARCH AND MANAGEMENT

Professional Summary

Seasoned Prospect Management and Research professional with over thirteen years of experience in the field of Development. Proven success in implementing, building and managing a successful Prospect Management system and Prospect Research team at a large private University. Purpose driven and passionate about building innovative and effective Prospect Research and Management systems that contribute to fulfilling the mission of making the world a better place.

Skills

Exceptional verbal and written communication skills
Advanced level technology and database skills

Demonstrated skill in writing and editing logical, detailed and analytical reports that support planning and decision making

Strong staff management, team-building and training skills

Ability to prioritize work and independently manage multiple, diverse and competing priorities while meeting deadlines
Proven ability to collaborate and interact with varied constituencies in a professional manner
Highly organized, proactive and detail oriented
Demonstrated ability to oversee data integrity and to coordinate systems that improve efficiency

Work History

Director, Prospect Research and Management09/2013 to Current
University of San Francisco – San Francisco, California

Developed and implemented new and novel pro-active database screening techniques to build and grow the University's prospect pool.

Develop and lead all Prospect Research and Management processes and systems, including the creation and implementation of policies for prospect assignments and moves management, implementing a systematic approach to research that continues to define and build the University's prospect pool and developing and evolving strategies to store and extract data, and maintain and refine codes and tables in Salesforce Advancement Connect and Banner Advancement.
Provide leadership and direction to the Prospect Research and Management team and conduct quarterly and annual performance reviews.
Advise Development Staff in the strategic management of prospect relationships; advise and train staff on recording and reporting on these interactions.
Employ analytics, research and other information to efficiently move prospects through the development cycle and ensure that the value of Development Officer portfolios is increased and that philanthropic potential is optimized.
Create client-centered educational opportunities to ensure that Development staff and University leadership are appropriately educated and trained in the policies, products and services offered by Prospect Research and Management.
Working in close partnership with the Vice President and the Associate Vice President of Development, provide strategic information and analysis to conduct ongoing individual portfolio and pipeline reviews with Development Officers, manage and maintain the Principal Gift prospect pipeline, inform and co-facilitate the monthly Prospect Manager team strategy meetings and assist in the identification and development of the Board of Trustees candidate pipeline.
In collaboration with the Associate Vice President of Development and an external consulting firm, successfully co-facilitated a campaign feasibility study that included predictive analysis and wealth screening of the entire database (through an outside firm) and led to the creation of the University's campaign fundraising goal and strategic priority formulation.
Acted as the Business Lead and subject matter expert for Prospect Management and Research in the successful configuration, testing, implementation and data migration over to a new CRM for University Development; continue to act as Business Lead by providing leadership, guidance and input in the ongoing evolution of this new platform.

Associate Director, Prospect Research and Management06/2010 to 09/2013
University of San Francisco – San Francisco, California

Developed and implemented new and novel pro-active database screening techniques that led to the increase in the size and robustness of the University's prospect pool.

Evaluated and assessed the Prospect Research and Management department's process, structure and policies and made recommendations for pro-active changes that led to a more efficient and streamlined department, including the creation of an online research request system and a Prospect Research and Management website.
Successfully implemented and led a more effective and efficient process for the screening and early identification of new, wealthy parents that allowed the Parent Relations department to start development work earlier, leading to better targeted events, solicitations and an overall increase in dollars raised.
Continued to develop and evolve the Prospect Management and Moves Management system through the successful implementation and integration of data into a third-party cloud-based platform, leading to an overall increase in productivity for Development Officers as well as better transparency through more robust metric reporting and dashboards.
Provided key support in the University's Development expansion plan by building eight new prospect portfolios for newly added fundraising positions in Regional Special Giving, Planned Giving and Athletics; support included the review of twelve existing Officer portfolios for re-calibration and movement of prospects into more appropriate portfolios.
Conducted detailed biographical research, including business and financial background and analysis on prospects, as they emerged in each stage of the development cycle of identification, qualification, cultivation, solicitation and stewardship.

Prospect Tracking Manager06/2009 to 06/2010
University of San Francisco – San Francisco, California

Developed and implemented the University's first Prospect and Moves Management system that included the creation and implementation of new portfolio management strategies, processes for data mapping and collection and policies.

Spearheaded the development of an initial Prospect Management training for new Development Officers and Staff that became a standard component to the on-boarding process for all new Development staff.

Initiated and managed regular Prospect Management portfolio review sessions and team strategy meetings with Development Officers.

Conducted strategic analysis of existing Development Officer portfolios that led to rebuilding and re-calibrating portfolios to align with industry best practices and maximize fundraising success.

In collaboration with Development Services, developed new Prospect Managementreports that provided the ability to analyze and further develop prospect portfolios, prospect pools and specific prospect tracking.

Program Coordinator, Office of Planned Giving 06/2005 to 06/2009
University of San Francisco – San Francisco, California

Provided overall administrative and program support to the Director of Planned Giving and the department's fundraising staff of three.
Managed and organized planned gift administration, including updating planned giving donor and prospect electronic and hard files.

Worked with the Director of Planned Giving on charitable trust and estate matters including maintaining records for bequests received, tracking relevant metrics, and processing documents.

Collaborated with the Marketing Department and Director of Planned Giving on the development and preparation of marketing materials to promote the University's Planned Giving program.

In partnership with the Development events team, organized, planned and managed prospect and donor targeted events.

Developed and maintained a systematic way of tracking and managing planned gift intentions through pipeline reporting.

Created detailed expense reports and managed the overall department budget.
Planned and coordinated logistics and materials for donor and staff meetings.
Managed and supervised a team of two to three Student Employees.

Development Student Assistant, Office of University Development06/2003 to 06/2005
University of San Francisco – San Francisco, California

Provided general administrative assistance to the Program Coordinators for Corporation and Foundation Relations, Office of Planned Giving, Major Giving, Prospect Research and the Office of the Vice President.

Conducted online research to identify new potential foundations for funding opportunities as well as provide background detail on grant submission criteria and guidelines for Corporation and Foundation Relations.
Formatted and edited research briefings for the Prospect Research team and assisted in overall data entry for biographical notes and contact report information.

Assisted in managing extensive Corporation and Foundation Relations, Planned Giving and Central Development hard files and associated detailed data entry in the database.

Registered Dental Assistant04/1998 to 06/2002
Endre Selmeczy, DMD – Livermore, California

Set up examination room and dental trays in preparation for examinations and procedures.
Assisted dentist in management of medical or dental emergencies when necessary.
Instructed patients on dental hygiene practices such as proper tooth-brushing and flossing techniques.
Competently exposed, developed and mounted dental x-rays (both intraoral and extraoral).
Regularly attended dental society and treatment team meetings and in-service trainings to continuously learn about best practices.
Competently prepared dental materials including cements, amalgams and composites.
Worked closely with patients before, during and after dental procedures.
Maintained clear, organized dental records and reports.

Education

Bachelor of Science: Biology, Minor in BiochemistryUniversity of San Francisco- San Francisco, California

Master of Arts: Counseling PsychologyUniversity of San Francisco- San Francisco, California

Additional Information

A list of references will be available upon request.

Resume Overview

Companies Worked For:

University of San Francisco
Endre Selmeczy, DMD

School Attended

University of San Francisco

Job Titles Held:

Director, Prospect Research and Management
Associate Director, Prospect Research and Management
Prospect Tracking Manager
Program Coordinator, Office of Planned Giving
Development Student Assistant, Office of University Development
Registered Dental Assistant

Degrees

Bachelor of Science : Biology, Minor in Biochemistry
Master of Arts : Counseling Psychology

Director, Prospect Research and Management Resume Example

Resume Score: 70%

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