The Assistant/Associate Director, Prospect & Portfolio Management, serves as a collaborative partner and leader for fundraisers on strategic portfolio composition and donor strategy development and drives fundraiser activity toward achieving goals and metrics. This role uses advanced knowledge and skills to implement prospect management best practices that encourage major and transformational gift relationships and is responsible for maximizing fundraising opportunities within gift officer portfolios.
FGCU is a member of the State University System of Florida and an Affirmative Action and Equal Employment Opportunity and Access Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, disability, sex, pregnancy, national origin, marital status, genetic predisposition, sexual orientation, gender identity/gender expression, veteran status, and any other protected class(es), as required by applicable state and federal law, as well as University regulations and policies.
Job Description Typical duties may include but are not limited to:
- In collaboration with leadership team, develops and maintains dynamic portfolios to support the University's strategic plan and fundraising priorities.
- Leads prospect management efforts for leadership and major/principal gift fundraising team.
- Oversees, manages, develops, and guides portfolios by serving as a strategic partner to monitor and assess portfolio activity, such as actions and opportunities. Guides fundraising team towards effectively qualifying, cultivating, soliciting, and stewarding donors and prospects by planning and developing innovative strategies for portfolio growth.
- Uses research and donor analytics to analyze patterns of giving and donor characteristics to create annual and ad hoc strategy recommendations for maximizing solicitations.
- Leads portfolio review meetings to oversee prospect management, including portfolio assignment or un-assignment requests, qualification strategy development, and accountability for donor next steps. Leverages analytics and industry best practices to help fundraisers prioritize donor prospects.
- Assists in developing, managing, tracking, and reporting fundraising goals and metrics.
- Conducts regular data audits and data hygiene projects to ensure that prospect management and donor data accuracy in Raiser's Edge.
- Monitors fundraisers' performance metrics and strategically utilizes data to assist fundraisers to meet their individual goals.
- Proactively outlines milestones, outcomes, and deliverables and effectively communicates them to leadership. Creates progress reports as requested.
- Assists with documenting and maintaining prospect development processes and procedures.
- Maximizes use of Raiser's Edge NXT Database to support fundraising activities.
- Completes basic prospect research requests, including bios, gift capacity review, and available wealth screening data.
Other Duties:
- Performs other job-related duties as assigned.
Additional Job Description Assistant Director, Prospect & Portfolio Management Required Qualifications:
- This position requires either ten years of directly related full-time experience or, as an alternative, a Bachelor's degree from an accredited institution in an appropriate area of specialization and six years of full-time experience directly related to the job functions.
- Professional full-time experience with Advancement, fundraising, or other relevant experience.
- Experience operating a personal computer and proficient with Microsoft Office (Word, Excel, Access, PowerPoint, Publisher, and Outlook).
- Any appropriate combination of relevant education, experience, and/or certifications may be considered.
Associate Director, Prospect & Portfolio Management Required Qualifications:
- This position requires either eleven years of directly related full-time experience or, as an alternative, a Bachelor's degree from an accredited institution in an appropriate area of specialization and seven years of full-time experience directly related to the job functions.
- Professional full-time experience with Advancement, fundraising, or other relevant experience.
- Experience operating a personal computer and proficient with Microsoft Office (Word, Excel, Access, PowerPoint, Publisher, and Outlook).
- Any appropriate combination of relevant education, experience, and/or certifications may be considered.
Knowledge, Skills, & Abilities:
- Knowledge of the principles, best practices, trends, and legal constraints of fundraising and gift solicitation within higher education.
- Knowledge of or ability to learn Raiser's Edge.
- Excellent interpersonal, verbal, and written communication skills.
- Skill in public speaking and delivering presentations to individuals and groups.
- Strong problem-solving skills and judgment to solve problems and develop intervention strategies.
- Strong analytical skills to assess problems and determine creative solutions.
- Demonstrated skill in planning, developing, and producing events and special projects.
- Strong organizational skills and the ability to prioritize and complete simultaneous projects.
- Ability to interact in a professional manner with a diverse group of staff, faculty, students, and the community in a service-oriented environment.
- Ability to translate technical information to non-technical users.
- Ability to think critically and creatively, have a high standard of integrity, and be motivated to incorporate best practices into the organizational structure.
- Ability to build relationships while driving projects to completion.
- Ability to take initiative to plan, organize, coordinate, and perform work in various situations when numerous and diverse demands are involved.
- Ability to maintain confidentiality and discretion at all times.
- Ability to anticipate problems and address them proactively.
- Ability to work evenings, nights, and weekends as necessary.
- Ability to thrive in an organization that values the diversity of its student body and workforce and actively promotes an equitable environment.
Applicants will be evaluated for roles as either the Assistant Director or Associate Director based on their qualifications. Assistant Director, Prospect & Portfolio Management - Pay Grade: 18 Associate Director, Prospect & Portfolio Management - Pay Grade: 19
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Florida Gulf Coast University
Nov 09, 2024