Prospect Development Director

Job Description Summary

As part of the Medical University of South Carolina Institutional Advancement (IA), the Director of Prospect Development oversees the team responsible for prospect management, analytics, and prospect research. They will establish the vision and priorities for a comprehensive prospect development program that includes grateful patient prospect strategy and will develop and oversee the policies, procedures, practices, and oversight of prospect development resources and services. The Director of Prospect Development will provide information and insight to IA leadership and deliver consultative and analytical services to all IA staff, including portfolio management, pipeline assessment, and advancement analytics to support prospect identification, cultivation, solicitation, and stewardship efforts. Remote work will be considered for this position.

Entity

University Medical Associates (UMA) Only Employees and Financials

Worker Type

Employee

Worker Sub-Type​

Regular

Cost Center

CC005438 UMA OTHR PAY MUSCF - Institutional Advancement

Pay Rate Type

Salary

Pay Grade

Health-34

Scheduled Weekly Hours

40

Work Shift

Job Description

As part of the Medical University of South Carolina Institutional Advancement (IA), the Director of Prospect Development oversees the team responsible for prospect management, analytics, and prospect research. They will establish the vision and priorities for a comprehensive prospect development program that includes grateful patient prospect strategy and will develop and oversee the policies, procedures, practices, and oversight of prospect development resources and services. The Director of Prospect Development will provide information and insight to IA leadership and deliver consultative and analytical services to all IA staff, including portfolio management, pipeline assessment, and advancement analytics to support prospect identification, cultivation, solicitation, and stewardship efforts. Remote work will be considered for this position.

Responsibility

30% Develops and implements best practices, policies, and services to support prospect and portfolio management. Conducts portfolio reviews at least quarterly with gift officers. Assesses portfolio composition to understand needs for future assignment and ensure a pool of pre-qualified prospects for the portfolio. Recommends prospects to be removed from or added to portfolios and supports gift officers as manage their portfolios. Provides strategic support to gift officers as they plan visits with prospects and donors. Oversees the fundraising forecast through open proposals, ensuring donors and prospects are assigned to and move between the appropriate program and portfolio within our fundraising programs. Accelerates the performance of principal, major, and planned gift pipelines through work with gift officers, including portfolio reviews, moves management, and strategic recommendations.

20% Develops and deploys a robust grateful patient screening strategy. Directs grateful patient identification strategy for major giving and principal giving programs. Collaborates with Advancement Services team to track and manage patients from the healthcare system, through screening and validation, and ultimately into the fundraising CRM, Raiser’s Edge. Reviews new prospect and patient lists and recommends areas for focus with support of IA leadership team. Proactively and independently executes strategies to identify sources of major gift prospects using creative research techniques, push technology, news alerts, print materials, gift reports and action notes, query building/data mining, and electronic search methodologies

20% Manage and provide oversight of prospect research efforts to ensure the IA team is provided with updated and accurate information about prospects, patients and donors. Gathers, analyzes and synthesizes information to determine a prospect's biographical and professional background, financial capacity, giving propensity, philanthropic interests, and relationships to MUSC. Oversees quantitative analysis ratings based on financial data and complex financial disclosure documents (SEC filings, real property files, etc.). Ensures complete, accurate, and timely updates of information maintained in Raiser’s Edge as it relates to biographical, business, research notes, and prospect management data. Monitors and assists in preparation of concise written analytical reports such as profiles, biographies, narratives, lists, spreadsheets, and charts that summarize and synthesize data and other critical information. Handles sensitive information with confidentiality and tact. Ensures self and team adheres to research guidelines and methodologies as defined by Apra as well as the Association of Fundraising