Director Of Prospect Management

Posting Number: S12867P Working Title: Director of Prospect Management Department: DAR-Prospect Management About the University of Georgia: Since our founding in 1785, the University of Georgia has operated as Georgia's oldest, most comprehensive, and most diversified institution of higher education ( https://www.uga.edu/ ). The proof is in our more than 235 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University's main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,000 faculty and more than 7,700 full-time staff. The University's enrollment exceeds 40,000 students including over 30,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 18 schools and colleges, as well as a medical partnership with Augusta University housed on the UGA Health Sciences Campus in Athens. About the College/Unit/Department: Division of Development and Alumni Relations The Division of Development and Alumni Relations at the University of Georgia advances the University's goals, objectives, and priorities by generating private financial support, building, and maintaining relationships with alumni and donors, and assisting students with career development opportunities. Office of Prospect Management The University of Georgia Office of Prospect Management aims to facilitate the development of long-term, meaningful relationships between the University of Georgia and its prospects and donors. With a donor-centric emphasis, the Prospect Management Team partners with fundraisers and their managers to facilitate the movement of prospects through the development life cycle. College/Unit/Department website: https://give.uga.edu/ and https://dar.uga.edu/ Posting Type: Internal (PEP) Retirement Plan: TRS or ORP Employment Type: Employee Benefits Eligibility: Benefits Eligible Full/Part time: Full Time Additional Schedule Information: 8:00am–5:00pm; Must be willing and able to work evenings and weekends, as necessary. Advertised Salary: Commensurate with qualifications and experience Posting Date: 11/05/2024 Open until filled: No Closing Date: 11/11/2024 Proposed Starting Date: 12/01/2024 Special Instructions to Applicants: This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position. Location of Vacancy: Athens Area EEO Policy Statement: The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, genetic information, disability, gender identity, sexual orientation or protected veteran status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (******). USG Core Values Statement: The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct . Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https://www.usg.edu/policymanual/section6/C2653 . Classification Title: Assoc/Asst Director, Subdivision/Unit AD FLSA: Exempt FTE: 1.0 Minimum Qualifications: Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the required minimum qualifications. Preferred Qualifications: Bachelor's degree and five-plus years of full-time experience in relationship management, prospect research, data analysis, development, or a related field Advanced degree in a field demonstrated to have some relevance to this position Familiarity with advancement computing systems and data visualization tools, i.e., Qlik Sense and/or Tableau Experience with relational databases or other fundraising software Previous development experience and/or a background in a non-profit or educational institution Knowledge of University policies and procedures is a plus Position Summary: Reporting to the Executive Director of Research and Prospect Management, the Director of Prospect Management oversees staff in support of maintaining an informative prospect management system that relates directly to goals and targets. It provides overall leadership, oversight, and strategy to the Prospect Management team with regards to prospect management. It directs activities that define the creation and strategic direction of prospect management programs and a portfolio review program. This position determines the cyclical nature of the portfolio review process and design assessment measures to assess the effectiveness of the process. This position plays a critical role in managing and analyzing prospect portfolios by participating in strategy sessions and collaborating closely with the Executive Director and development officers in identifying, analyzing, and pipelining donors/prospects for principal and major gifts. This requires subject-matter expertise in both fundraising and prospect management perspectives to fully engage the fundraisers in strategy sessions that will build successful portfolios. The Director partners with fundraisers in managing and building prospect pipelines and ensuring that prospect management policies and data are up-to-date and meet the needs of UGA Development. Knowledge, Skills, Abilities and/or Competencies: Knowledge of Prospect Management and Prospect Tracking principles and methods Ability to keep accurate records and complete timely reports Ability to maintain confidentiality of sensitive information Clear understanding of the prospect development process, ethics, and policies of professional fundraising Ability to communicate effectively, both orally and in writing Ability to train and distinctly articulate prospect management procedures and practices Excellent attention to detail Ability to work independently and as part of a team Solid knowledge of database management and spreadsheet software Knowledge of supervisory principles and practices Additional Division Expectations: Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment. Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation. Physical Demands: Work in a standard office environment Travel in and out of state, if necessary Work nights and weekends as necessary Work using electronic mail, telephone, face-to-face discussions, paper form correspondence Communicate effectively in writing, speaking, and listening Organize and establish priorities; Remember detail; multi-task Lift and/or move up to 10 pounds Walk, stand, stoop, lift, kneel, climb Is driving a responsibility of this position?: No Is this a Position of Trust?: Yes Does this position have operation, access, or control of financial resources?: Yes Does this position require a P-Card? : No Is having a P-Card an essential function of this position? : No Does this position have direct interaction or care of children under the age of 18 or direct patient care?: No Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications): Yes Credit and P-Card policy: Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website . Background Investigation Policy: Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website . Duties/Responsibilities: Supervision and Office Administration: Overall leadership of the unit's mission and activity. Provide leadership, oversight, and strategy to the Prospect Management team. Supervise employees reporting directly to this position to ensure each individual meets all their goals, objectives, and project timelines. Develop a performance plan for each employee and evaluate their performance annually. Direct the Prospect Management team in a coordinated and systematic approach to qualification, cultivation, solicitation, and donor engagement strategies in direct collaboration with development officers, leadership, and campus partners. Develop and execute short-term, long-term, and multi-year strategic plans for Prospect Management to align with fundraising goals and priorities and prepare progress reports for the Executive Director. Meet regularly with the Executive Director to evaluate goals and objectives across DAR and provide improvement support to Prospect Management systems. Develop and implement "best practices" in prospect management for the University of Georgia by staying abreast of current and emerging trends in philanthropy, fundraising, higher education, and business intelligence to improve services and effectiveness. Percentage of time: 45 Duties/Responsibilities: Prospect Analysis, Assignment, Management & Tracking: Collaborate with the Executive Director in monitoring development officers' progress in prospect qualification, cultivation, solicitation, and stewardship. Provide lead support for analysis and interpretation of prospect and donor information and help facilitate communication regarding prospects. Collaborate with the Executive Director, Senior Leadership, and Research to facilitate the assignment of viable prospective donors into the appropriate portfolios. Direct and oversee the process for the implementation of quarterly Prospect Management consultation meetings and communication with development officers. Coordinate and conduct ad-hoc prospect solicitation and strategy sessions as requested and provide portfolio consultation services to fundraisers. Develop projects to streamline systems and processes. Promote and maintain effective working relationships with other departments across the University. Percentage of time: 30 Duties/Responsibilities: Prospect Management Operations and Outreach: Represent the Prospect Management team in meetings or committees as appropriate to provide insight and expertise about prospect tracking, prospect management, and other relevant subjects. Works with impacted staff to assess Prospect Management policies and procedures, serving as the Prospect Management liaison to major, annual, and leadership gift officers and development coordinators as needed. Ensure plans, steps, opportunities, and activities remain current in CRM and generate portfolio and activity analysis reports for assigned development officers. Reviews contact reports (interactions) entered in CRM to identify necessary portfolio changes and update the database accordingly. Create, articulate, establish, and implement Prospect Management system policies, procedures, and training for development officers and university staff. Foster collaborative relationships that increase the understanding of applications for prospect management Develops and refines services to meet the needs of people involved in fundraising and institutional advancement. Percentage of time: 20 Duties/Responsibilities: Professional Development: Participate in continuing professional development opportunities as requested and as resources allow, in order to maintain and enhance skills and stay abreast of current prospect management trends and techniques. Attend Development staff meetings to maintain awareness of institutional and divisional priorities and needs. Perform special assignments and other work on an as-needed basis. Percentage of time: 5 Contact Details: For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below. Recruitment Contact Name: Development & Alumni Relations' Office of Talent Management Recruitment Contact Email: ******