Director, Philanthropic Research and Management
Type of Appointment: Full-time, Management Personnel Plan (MPP II)
Salary Range: Commensurate with Qualifications and Experience
Recruitment Closing Date: Open Until Filled
First Review: October 6, 2021
REQUIRED (All candidates must submit the following)
An on-line application
A letter of interest which explains in detail and, where possible, provides examples of how the candidate meets the qualifications specified in this announcement
A current résumé or curriculum vitae
Three references who can provide assessments of the applicant's professional experience, accomplishments, and prospect for success in this position.
ABOUT THE DEPARTMENT
The Division of University Advancement's primary purpose is to enhance the private support and knowledge of the university. University Development develops programs, events, and activities that stimulate the involvement and interest of alumni, friends, parents, corporations, and foundations to develop relationships which cultivate and foster relationships and stimulate giving to the university.
DUTIES AND RESPONSIBILITIES
The Director, Philanthropic Research and Management will be responsible for the following:
Build Relationships with Senior Development Office Leadership and actively communicate challenges and opportunities as they arise.
Prospect Strategy and Portfolio Management
Direct, implement and manage a coordinated prospect strategy and portfolio management/moves management program including associated meetings with fundraisers. Create and lead these meetings with senior development office leadership.
Relational Database Management
Identify, direct, and implement definitions and protocols of what relationship management data is recorded, where it is recorded, who records it, how it can be searched, how it can be exported, and what policies govern it. Develop and execute strategies to incorporate common prospect tracking data in the relationship management system, such as prospect ratings, staff assignments, solicitation goals strategies moves contact reports proposals and stages.
Prospect Pool and Base Analysis
Utilize alumni and donor database, Excel, and/or other statistical program tools to provide detailed descriptive statistics and manage the overall prospect pool and pipeline, such as, number and percent of pool at each rating level, prospect stage, donors vs. non-donors, assigned vs. unassigned, geographical location and other segments. Apply prospect analysis results to make executive-level decisions for long-term organizational planning, such as setting campaign goals, defining fundraising priorities, event planning and regional initiatives, and making staff-time allocation recommendations.
Relationship Management Reporting
Work with senior leadership to refine how CPP defines and measures fundraising/program/relationship manager success, and then create, lead, and direct the development of reports needed to monitor activity and outcomes.
Pipeline Management: support the maturation of the prospect development pipeline through active management and reporting.
Orienting and Training Colleagues: Working with the leadership team, create and implement orientation program and trainings for the relationship and prospect management programs.
Prospect Research, Identification, and Qualification
Screenings: Evaluate and utilize screening results, including participation in data validation, assessment of source validity, and the creative use of additional sources to analyze capacity, inclination, and readiness.
Organization and Fundraising Knowledge: Determine what constitutes a good prospect through analysis, conversations with staff, and knowledge of organizational history.
Assist in the research and production of briefings for development-related meetings, trips, and events. Participates in the tracking and reviewing of contact reports filed by gift officers to assess donor interests, prioritize donors for ratings, and works with others to ensure key data points are documented in the database of record. Active support for the Diversity, Equity, and Inclusion (DEi) initiatives in the performance of job duties.
Bachelor's degree in sales & marketing, economics, sociology, psychology, healthcare analytics or related field or a or any combination of education, training or experience that provides the required knowledge, skills and ability to perform the job. Valid California Drivers' License and insurance.
3 years of experience and expertise in quantitative population-based analytics or a closely related field and experience with data analysis, prospect management and research, donor relations and stewardship, and advancement services.
Ability to act independently and provide strategic direction; strong management skills, problem solving skills, data analysis skills, and decision-making skills; ability to manage resources and work to assure deadlines are met; ability to handle various special projects on an ongoing basis while addressing daily needs for operation; effective interpersonal and communication skills to motivate and inspire staff, volunteers, donors, and others to achieve their maximum potential; ability to leverage emerging technology to develop new ways to identify potential donors; knowledge of population-based statistics, analytical methods and strategies, data processing and analysis; experience with major fund-raising database system; ability to learn new software applications and programs with ease; excellent planning skills with the ability to identify priorities in a fast-paced, high-visibility environment; ability to create, interpret and evaluate policy and procedural requirements for prospect; research/management and related database management; ability to define, produce and analyze reports relevant to prospect management and related data integrity; familiarity with different reporting interfaces and methods, such as dashboards, on-demand reporting, mobile reporting, and scheduled reports; tactful exercise of judgment and discretion with sensitive and highly confidential information; strong organization skills and ability to perform time-sensitive duties with regular interruptions; strong written and verbal communications; strong interpersonal skills; strong sense of professional ethics and confidentiality standards.
Possession of a Master's degree and experience in higher education preferred.
APPOINTMENT AND SALARY
Salary is competitive and includes a comprehensive benefits package. Salary is competitive and commensurate with qualifications and experience. This is a Management Personnel Plan Level II position with an attractive benefits package, which includes a vacation accrual rate of 16 hours per month, an excellent choice of medical, dental, and vision insurance, long term disability coverage, life insurance and retirement benefits.
CLOSING DATE AND HOW TO APPLY
Review of complete applications will begin October 6, 2021 and will continue until the position is filled. For application information and materials, visit our website at www.cpp.edu/hr and refer to Job ID # 63196. All candidates must submit: (1) a formal University application (2) a letter of interest which explains in detail and, where possible, provides examples of how the candidate meets the qualifications specified in this announcement; (3) a current résumé or curriculum vitae; and (4) the names, titles, addresses and telephone numbers of three references who can provide assessments of the applicant's professional experience, accomplishments and prospect for success in this position.
A background check must satisfactorily be completed before a candidate can be offered this position. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for this position. The background check consists of the following: Employment verification, education verification, reference checks, and checks of the following systems and databases: National Social Security Number/Address Locator, Felony/Misdemeanor, National Criminal Database, Federal Criminal, Department of Motor Vehicles, and National Sex Offender Registry.
Cal Poly Pomona hires only individuals lawfully authorized to work in the United States. In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal Poly Pomona Annual Security and Fire Safety Report is available at: https://www.cpp.edu/campus-safety-plan.shtml
Cal Poly Pomona is a smoke and tobacco-free campus. Please refer to the link below for policy information. http://www.calstate.edu/EO/EO-1108.html
CONDITION OF EMPLOYMENT
The person holding this position is considered a 'limited reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. http://www.calstate.edu/eo/EO-1083.html
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
Cal Poly Pomona is an Equal Opportunity, Affirmative Action Employer. The university subscribes to all state and federal regulations and prohibits discrimination based on race, color, religion, national origin, sex, gender identity/gender expression, sexual orientation, marital status, pregnancy, age, disability, genetic information, medical condition, and covered veteran status.
Closing Date/Time: Open until filled