Assistant Director, Prospect Development

Department
 

BSD DEV - Donor Relations

About the Department
 

Medicine and Biological Sciences Development’s mission is to inspire and facilitate philanthropy at the University of Chicago Medicine by building relationships with those who share its goals of advancing excellence in research, education, community, and patient care. We accomplish this mission through expertise, integrity, creativity, and collaboration.

Job Summary
 

The job conducts biographical and financial research on individuals, corporations, and/or foundations to support fundraising. Identifies prospective donors using research and analysis through use of standard procedures. Forecasts and measures the effectiveness of the fiscal year and overall campaign progress, which will help employees in the job acquire higher-level knowledge and skills.

Responsibilities

• Administers a monthly donor screening. Vets a large volume of automated wealth ratings using an array of databases and online sources to confirm biographic, financial, philanthropic, and professional information on current donors to the Division of the Biological Sciences, the University of Chicago Medicine, and the Pritzker School of Medicine.

• Interprets complex financial information to assign gift capacity estimates to prospects. Prepares accurate, clear, and concise written profiles and briefings to communicate relevant details that advance the qualification, cultivation, and solicitation of prospective major and principal gift donors.

• Responds to requests for information from multiple University and UCM stakeholders.

• Cultivates partnerships with MBSD relationship managers to understand philanthropic priorities within their respective areas.

• Advises on protocol to prioritize, delegate, and track research requests.

• Proactively seeks training opportunities.

• Adheres to ARD and MBSD protocol governing research activities, including standards for assessing philanthropic capacity and well as maintaining prospect information in the University-wide CRM. Strictly adheres to MBSD, University, and UCM data governance policies, including HIPAA.

• Assesses demographic, wealth, service line, and other data to inform recommendations for prospect assignments across MBSD’s managed portfolio. Supports the Senior Associate Director in maintaining current and accurate documentation detailing prospect assignment procedures and policies.

• Conducts and supports comprehensive individual portfolio reviews with MBSD’s relationship managers.

• Monitors recurring prospect management audit reports to identify and address issues impacting MBSD’s portfolio data health in the University-wide CRM.

• Individually or in partnership with other Prospect Development staff, proactively manages prospect data in the CRM. Identifies opportunities for new initiatives to further improve portfolio data integrity.

• With the Senior Associate Director, leads ad hoc prospect management initiatives.

• Prepares and distributes recurring reports under the supervision of the Senior Associate Director.

• Conducts prospect research, prospect management, strategic planning and market research on prospects and donors.

• Develops, maintains, and updates information on new and existing prospects, solving problems as they arise.

• Performs other related work as needed.

Minimum Qualifications
 

Education:

Minimum requirements include a college or university degree in related field.

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Work Experience:

Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.

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Certifications:

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Preferred Qualifications

Education:

• Bachelor’s degree in a research and writing intensive field such as social sciences, history, economics, or library sciences. 

Experience:

• A minimum of one year of development experience including prospect research and prospect management in a major and principal gift program. 

• Experience in an academic medical center.

Preferred Competencies

• Proficiency with Windows, network based electronic environments, and the Internet.

• Familiarity with prospect research resources including business and philanthropic publications and automated databases.

• Excellent analytical and communication skills.

• Ability to express information clearly and concisely, whether orally or in writing.

• Discretion and confidentiality.

• Ability to work under tight time frames and with minimal direction required.