Multiple Positions, Lahey Health, Burlington, MA
Posted June 28, 2018
Job #1: Assistant Director, Prospect Management & Research Services
Location:
Burlington, MA
Position Summary:
Reporting to the Director, Prospect Management & Research Services in the Philanthropy department, the Assistant Director, Prospect Management & Research Services is responsible for preparing high-quality, confidential research materials on current and potential donors, and proactively identifying new prospects in support of the fundraising activities of Lahey Health. The Assistant Director is also responsible for supporting the Director in prospect management activities.
Essential Duties & Responsibilities including but not limited to:
Research/Data Collection/Analysis
A. Conduct biographical, business, and financial research on individuals, boards, corporations and foundations using a variety of online services, databases and other public information as well as internal sources.
B. Analyze research information to evaluate a prospect’s financial capacity, ability to give, willingness to give, charitable interests and connection to the organization
C. Assist with maintaining wealth ratings and updated contact information for all donors in gift officer’s portfolios
D. Verify, update and record various types of information in Raiser’s Edge database
Prepare Confidential Materials
A. Prepare confidential research briefings. in-depth profiles, and event bios for members of the development staff and senior leadership team
B. Proofread/edit materials to ensure information is complete, accurate and presented appropriately
Pipeline Development
A. Perform detailed wealth screenings on patients, donors and other groups of current or potential supporters. Make recommendations for gift officer assignments.
B. Assist in the identification of individual giving, planned giving, major gift, corporate and foundation prospects
C. Monitor news publications for potential prospects as well as news articles on current Trustees and major donors
Prospect Management
A. Support prospect management and portfolio management activities
B. Assist in the preparation of portfolio reviews by updating prospect information, analyzing portfolio information, making recommendations, and preparing materials
C. Develop and maintain working relationships with frontline fundraisers
D. Actively participate in cultivation/solicitation planning and strategies
Other
A. Utilize the Research Request tracking system to track and prioritize requests for research
B. Identify opportunities to utilize advanced research techniques and sources to enhance the quality of research data and materials produced. Work with leadership to investigate, plan and implement new products or procedures and best practices
C. Run queries, exports, and/or reports as needed to extract data/information from Raiser’s Edge database
D. Collaborate with colleagues across all Philanthropy units to achieve department goals
E. Attend and participate in team meetings, department meetings, organizational meetings, and/or professional webinars, seminars, or conferences as needed
F. Other duties as assigned
Minimum Qualifications:
Education: Bachelor’s degree required
Licensure, Certification & Registration: N/A
Experience:
A. Experience in a business environment required, 1-3 years in a fundraising department of a non-profit organization preferred
B. Experience in internet-based prospect research tools and techniques required
C. Familiarity with Raiser’s Edge, ResearchPoint, Lexis Nexis, Foundation Center, Donor Search, Foundation Search, iWave, SharePoint and/or Omatic products preferred
Skills, Knowledge & Abilities:
A. Demonstrated ability to think critically and analytically
B. Ability to analyze large amounts of data and summarize in a user-friendly format
C. Excellent writing and oral communication skills
D. Strong interpersonal skills and the ability to communicate effectively
E. Must have strong attention to detail
F. Strong computer skills, including proficiency in Microsoft Office
G. Ability to work independently on multiple projects and prioritize work in a deadline driven environment
H. Flexibility to adjust to changing priorities and deadlines in a fast-paced environment
I. Ability to exercise independent initiative
J. Commitment to treat all information as highly confidential
Job #2: Prospect Research Analyst
Location:
Burlington, MA
Position Summary:
Reporting to the Director, Prospect Management and Research Services, the Prospect Research Analyst is responsible for collecting and recording data, preparing high-quality, confidential research materials on current and potential donors, and proactively identifying new funding opportunities in support of the fundraising activities of Lahey Health.
Essential Duties & Responsibilities including but not limited to:
Data Collection and Enhancement
A. Conduct biographical, business, networking and financial research on individuals, boards, corporations and foundations using a variety of online services, databases and other public information as well as internal sources
B. Evaluate a prospect’s financial capacity, ability to give, willingness to give, charitable interests and connection to the organization
C. Assist with maintaining wealth ratings and updated contact information for all donors in gift officer’s portfolios
D. Verify, update and code various types of information in Raiser’s Edge database
Prepare Confidential Materials
A. Translate information into usable confidential research snapshots, briefings, in-depth profiles and event bios
B. Proofread/edit materials to ensure information is complete, accurate and presented appropriately
Pipeline Development
A. Perform both high level and detailed wealth screenings on patients, donors and other groups of current or potential supporters; verify and record results
B. Monitor news publications for potential prospects as well as news articles on current Trustees and major donors
Other
A. Utilize the Research Request tracking system to track and prioritize requests for research
B. Identify opportunities to utilize advanced research techniques and sources to enhance the quality of research data and materials produced. Work with leadership to investigate, plan and implement new products or procedures as appropriate
C. Run queries, exports, and/or reports as needed to extract data/information
D. Attend and participate in team meetings, department meetings, organizational meetings, and/or professional webinars, seminars, or conferences as needed
E. Other duties as assigned
Minimum Qualifications
Education: Bachelor’s degree or equivalent education and experience required
Licensure, Certification & Registration: None required
Experience:
A. Experience in a business environment required, a fundraising department of a non-profit organization preferred
B. Experience in internet-based research tools and techniques required
C. Familiarity with Raisers Edge, ResearchPoint, Lexis Nexis, Foundation Center, Donor Search, Foundation Search, iWave, SharePoint and/or Omatic products preferred
Skills, Knowledge & Abilities:
A. Demonstrated ability to think critically and analytically
B. Ability to analyze large amounts of data and summarize in a user-friendly format
C. Excellent writing and oral communication skills
D. Must have strong attention to detail
E. Strong computer skills, including proficiency in Microsoft Office
F. Ability to work independently on multiple projects and prioritize work in a deadline driven environment
G. Flexibility to adjust to changing priorities and deadlines in a fast-paced environment
H. Commitment to treat all information as highly confidential
To Apply:
Please send cover letter and resume to Lauren Cronin at [email protected] and submit your resume online at www.lahey.org/careers.