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Prospect Researcher
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Position Number: 4626123
Location: Turlock, CA
Position Type: Development and Fund Raising

Prospect Researcher

Job no: 531245
Department: University Advancement
Work type: Staff
Location: Stanislaus - Turlock
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

Position Summary

(Classified as: Administrative Analyst/Specialist Exempt II)

Full-time position available on or after October 2, 2023 for University Advancement.
Under the general direction of the Executive Director of Development, the Prospect Researcher guides the work of the volunteer Comprehensive Campaign Committee, coordinates the internal moves management process for the Campaign, performs prospect research and prepares proposals that support the work of the major gift fundraising team.

The Prospect Researcher serves to direct and support database management, prospect research, moves management tracking, and all operations management regarding Campaign activity. The Specialist will work as a primary member of the Development team, while working closely with all members of University Advancement, and volunteer leaders to support and track the identification, cultivation, solicitation, and stewardship of gifts in support of the campus-wide fundraising effort. This position has responsibility for proactive prospecting, moves management tracking, prospect management, and prospect research as it relates to fundraising initiatives.

The Prospect Researcher will build, evaluate, maintain and rate a qualified pool of prospects using wealth screening data and other available tools; applies independent judgment to provide analysis of the database and will be responsible for developing processes, policies and best practices, including identification and/or strategic research and analysis of top-tier donor prospects, corporations, foundations and key volunteers in the support of University Advancement.

Job Duties
Duties include but are not limited to:

Manage and organize donor/prospective donor tracking system related to Campaign activity.

Independently prepare briefing materials including prospect profiles and proposals for donor meetings.

Develop and evaluate identification, engagement, cultivation and solicitation plans for existing and prospective donors to the Comprehensive Fundraising Campaign referencing policies and practices for guidance.

Interact and exchange ideas with University Advancement staff as a collaborative partner and strategic consultant regarding prospect research and assignment, cultivation and solicitation of potential donors.

Initiate and ensure prompt follow-up on all Campaign activity related to donors, prospective donors, and volunteer leadership team.

Actively participate in & coordinate donor meetings and appointments.

Provide oversight of Campaign volunteer committee and subcommittees and organizing meetings and follow-up.

Prepare comprehensive biographical and financial profiles/reports by interpreting and synthesizing large volumes of complex financial and biographic data that inform the strategic development of potential donors.

Provide analysis regarding donor giving patterns and implications using considerable judgement to make recommendations to the Development Team.

Conduct prospect research using standard theories, principles, practices, and techniques through online tools to identify both current and prospective donors.

Perform regular database screening to identify and qualify prospective major gift donors.

Research and prepare prospect profiles utilizing the University's suite of profile templates as requested by major gift fundraisers and as needed to brief the President, Vice President, other members of campus leadership and major gift fundraisers ahead of donor visits and fundraising events.

Coordinate with the Prospect Lead to build, evaluate, maintain and rate a qualified pool of prospects using wealth screening data and sophisticated research tools.

Generate database reports and manage campaign and annual gift tracking and analysis for Development staff and Campaign/Foundation Board meetings.

Research donors' biographical information, philanthropic interests, connections to the University, giving history, education, honors, etc., and synthesize the information to prepare major gift proposals as needed to support the work of the fundraising team.

Plan, organize, and produce reports, brochures, newsletters, and other outreach materials in coordination with Marketing and Communications staff.

Attend training and maintain skills currently as appropriate to safely and effectively complete assignments.

Other duties as assigned.

Minimum Qualifications
Education: A bachelor's degree and/or equivalent training OR a combination of education and experience which provides the required knowledge and abilities.

Experience: Minimum of five years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

Preferred Qualifications

Five or more years experience within a higher education institution's university advancement setting.

Extensive experience in Raiser's Edge donor management software.

Experience working with high profile volunteer leadership and senior executives.

Knowledge, Skills, Abilities

General knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods.

Knowledge of and ability to apply fundamental concepts.

Demonstrated ability to establish and maintain effective working relationships within and outside the work group and serve as a liaison for the organizational unit.

Thorough knowledge of policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty.

Working knowledge of operational and fiscal analysis and techniques.

Working knowledge of budget policies and procedures.

Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.

Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.

Expertise in investigating and analyzing problems with a broad administrative impact and implications.

Ability to make independent decisions and exercise sound judgment.

Ability to train others on new skills and procedures and provide lead work direction.

Thorough knowledge of and ability to apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations.

Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management.

Expertise in administrative survey techniques, operations and systems analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.

Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions.

Ability to work with representatives from public and private entities and handle potentially sensitive situations. Demonstrated consultative skills in working with internal and external constituent groups.

Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus.

A background check (which may include: fingerprinting, checks of employment records, education records, criminal records, civil records, motor vehicle records, professional licenses, and sex offender registries, as position requires) must be completed satisfactorily before any candidate can begin employment with the CSU.

Special Conditions

Ability to travel and attend training programs off-site for occasional professional development.

Ability to work occasional holidays and adjust working hours to meet special jobs.

Flexibility to perform work as needed on an emergency basis.

License or Certifications

Possession of a valid California driver's license or the ability to obtain one by date of hire.

Salary Range
Anticipated salary will be $5,022 - $5,938 per month plus excellent paid benefits. Salary will depend on the qualifications of the successful finalist. (Full Administrative Analyst Specialist Exempt II range: $5,022 - $9,083 per month)

Compensation & Benefits
Commensurate with qualifications and experience. As a member of the 23-campus CSU System, we offer an extremely competitive benefits package that includes, but is not limited to, outstanding vacation, health, dental, and vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (PERS); and 15 paid holidays a year. Link to Bargaining Unit: 9 Benefits Summary: CSU Employee Benefit Summary

How to Apply
To be considered, qualified candidates must submit a completed Stanislaus State online employment application, cover letter, and resume. Applications are accepted electronically only. Please note that failure to completely fill out each section of the online application may result in your application not receiving consideration. To apply online, please click the "Apply Now" button on this page.

Applications will be processed in accordance with Article 9.3 of the CSU/CSUEU Memorandum of Understanding. Preference will be given to qualified individuals currently employed at CSU Stanislaus in bargaining units 2, 5, 7, and 9 except when it is determined that it is necessary to appoint outside applicants to meet the best interest of the campus by obtaining specialized skills and abilities not available from current employees.

Application Deadline
OPEN UNTIL FILLED; SCREENING TO BEGIN ON OR AFTER SEPTEMBER 28, 2023. (Applications received after the screening date will be considered at the discretion of the university.)

Criminal Background Clearance Notice
Satisfactory completion of a background check (which includes checks of employment records, education records, criminal records, civil records; and may include motor vehicle records, professional licenses, and sex offender registries, as position requires) is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.

Additional Information
Campus & Area
California State University, Stanislaus serves the San Joaquin Valley and is a critical educational resource for a six-county region of approximately 1.5 million people. The University is fully committed to creating a culture of diversity and inclusion - one in which every person in the University community feels safe to express their views without fear of reprisal. Widely recognized for its quality academic programs, the University has 10 nationally accredited programs and 662 faculty members. 94 percent of full-time faculty holds doctorates or terminal degrees in their fields. The University offers 43 undergraduate majors, 16 master's programs, 7 post-graduate credentials, a doctorate in education and serves more than 10,000 students. New instructional facilities have been built for the unique pedagogy of professional programs, laboratory sciences and performing arts.

Stanislaus State continues to receive national recognition with its ranking as one of the best 384 colleges in the nation by The Princeton Review. The University was one of 12 public universities in the nation to be recognized by the American Association of State Colleges and Universities for demonstrating exceptional performance in retention and graduation rates. In addition, U.S. News and World Report ranks Stanislaus State in its top 10 among public universities in the West, while Washington Monthly honored Stanislaus State as the West's No. 1 university for the money. Stanislaus State also is recognized as a Hispanic-Serving Institution (HSI) by the U.S. Department of Education.

Clery Act Disclosure

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the annual security report (ASR), is now available for viewing at https://www.csustan.edu/annual-campus-security-report. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and sexual assault prevention information, and drug and alcohol prevention programming. The ASR also contains statistics of Clery Act crimes for Stanislaus State for the previous three years. A paper copy of the ASR is available upon request by contacting the office of the Clery Director located at One University Circle, Turlock, CA 95382.

Equal Employment Opportunity

The university is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, sex, sexual orientation, covered veteran status, or any other protected status. All qualified individuals are encouraged to apply. The person holding this position is considered a mandated 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, revised 7/21/17, as a condition of employment.

Applicants requiring necessary accommodations to the application process may contact the Human Resources Department at (209) 667-3351. California Relay Service is available at (800) 735-2922 voice and (800) 735-2929 TDD. As a federal contractor, we are committed to attracting a diverse applicant pool. Please consider completing the Voluntary Self-Identification of Disability form (your response will not be shared with the search committee) at: Voluntary Self-Identification of Disability PDF Form.

CSU Stanislaus hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

The CSU is a state entity whose business operations reside within the State of California. The CSU prohibits hiring employees to perform CSU-related work outside California.

The individuals who appear to be the best qualified for this position will be contacted by telephone or email for an interview.

INFORMATION CONTAINED IN THIS ANNOUNCEMENT MAY BE SUBJECT TO CHANGE WITHOUT NOTICE

To apply, visit https://careers.csustan.edu/st/en-us/job/531245/prospect-researcher