Prospect Research Manager - Boston, MA
Reporting to the Managing Director of Campaign Strategy and Development Operations, the Prospect Research Manager will build on the highest standards of traditional fundraising research, while also encompassing new trends in prospect research and data coordination. The Prospect Research Manager will help build the Trustees of the future by identifying the next generation of Trustees supporters and supporting our frontline fundraisers with the information necessary to most impactfully and efficiently cultivate and steward our current and potential donors. The day to day focus of the role is the review and research all event attendees, new donors, potential donors, governance prospects, and more to inform, manage, and fill the pipeline of major donors. This position will not only work closely with the Managing Director of Campaign Strategy and Operations, you will also other members of the Major Gifts and Annual Fund team as well as the Chief of Development. Your work has the potential to help bring in tens of millions of dollars over the next 5 years.
Are you a match? The position requires a strategic, energetic, and highly motivated development professional with a proven track record in research. We can’t overemphasize the importance of someone being excited about matchmaking our donors to our wide variety of causes – this role requires a curious mind who likes to solve the puzzle of how to most effectively engage our supporters with our work. We’re looking for someone driven to consistently exceed expectations in regard to the quantity and quality of their work, because this is a fast paced and growth-oriented organization. Competitive candidates will demonstrate superior project management and research skills, as well as the desire to be part of a team-oriented environment. The right candidate will not be support staff – they will be the strategic guidance our fundraisers rely on to most effectively cultivate our donors. You’ll need to love working independently – you’re a team of one – but be able to present at a Moves Management meeting or work with a major gift officer directly.
In This Role You Will:
Proactively provide necessary background research for all constituents identified through gifts, events and other means
Working with Associate Director, Development Operations, regularly perform database searches to identify, research and qualify individuals for stewardship and assignment. Scan data appends, wealth screenings, and data updates of other relevant material to help us segment and analyze our donors.
Provide timely and accurate research reports and supporting collateral material for all Officers, Vice-President and President & CEO individualized meetings
Provide research reports for events, committee meetings, and governance discussions
Manage corporate research, supplementing CSR and corporate giving information with individual profiles of key executives and contacts
Analysis & Data Input
Review, modify, and in some cases develop systems for data entry that will allow for optimum reporting and querying
During research, update Raisers Edge with relevant information to help with future tracking and analysis
Working with Managing Director, Development, manage Officer portfolio assignments; Recommend new assignments and quality prospect pools
Align Raiser’s Edge with other databases across the organization to uncover valued prospects across the state
Protect confidential information
Stay up-to-date on current events, especially news that relates to the environmental or cultural space, climate change, and other issues the Trustees cares about
Subscribe to and monitor social media for top prospect companies, large donors, foundations, peer organizations, and the like
Alert key stakeholders to important industry or political news, and news regarding their donors – everything from a birth announcement to a corporate merger, we’ll want to reach out
Routinely review Massachusetts social diaries
Review similar organization’s event lists and annual reports to compare prospects
Create and monitor Google alerts for key constituencies
Perform other duties as assigned
Candidate should expect to work on short deadlines when necessary – appropriate donor stewardship means meeting the donor whenever and wherever is convenient for them
Candidate should expect to produce actionable research on minimum 8-10 individuals per day, event profiles on ~25.
During busy periods, extra effort is appreciated to keep up with the volume of giving.
Proficiency in the Microsoft Office suite, Wealth Engine (or similar) required.
Experience in Raiser’s Edge preferred but not required.
Knowledge of fundraising practices, experience working with major gift officers and corporate fundraisers
Should have moderate knowledge of Boston’s philanthropic landscape – key players, large foundations, etc.
Ability to work in a fast-paced environment and successfully manage competing deadlines
Highly organized and self-motivated, has clear organizational systems
Effective oral and written communication skills
Care with confidential information, ability to communicate sensitive details in discrete manner
Ability to think strategically, retain information from casual conversations, problem solve, and work in the right direction without explicit step-by-step instructions
Energetic, creative individual with ability to foster a positive work environment
Strong attention to detail
Experience at conservation or cultural organizations a plus, but not required
Enjoys working independently
Must have 2 + years of fundraising research experience.
Articulate, strategic, entrepreneurial, problem solver with a proven ability to listen, write, and speak effectively.
Highly motivated self-starter who thrives in a fast-paced environment.
Ability to communicate through multiple levels of an organization, and to work collaboratively.
Excellent strategic thinking and strong analytical skills.
Compensation and Benefits.
Medical, Dental and Vision insurance, with employer premium contributions ranging from 75% - 85% based on plan level.
Traditional and Roth 401K Retirement accounts available for employees to contribute to upon hire and a 5% employer match after one year of employment.
Three weeks of vacation time in the first year of employment, as well as 10 sick days, two personal days, 12 Holidays and one floating holiday per year. Four weeks of Paid Parental Leave following the birth or adoption of a child, after one year of employment.
Day of Service: employees take one regular work day per year to travel to another property to help with a specific project.
Day of Wonder: employees take one regular work day to explore a Trustees property.
Discounts and access to properties equivalent to a family membership to The Trustees.
Reporting to the Managing Director, Campaign Strategy and Development Operations, this position is a full-time, exempt/salaried position. The position is based in Boston at 200 High Street and requires very minimal travel within Massachusetts (bi-annual staff retreats, some cultivation events if you’re interested). The position is currently remote due to COVID-19 office closures, but you may be required to visit the office infrequently to review hard copy materials. Post COVID-19, the right candidate may be able to work from home some days per week, but not full-time. Salary is commensurate with experience.
About The Trustees
The Trustees is one of Massachusetts’ largest non-profits and the nation’s first conservation and preservation organization. Today, the places we care about are going fast, and the forces undermining them, including climate change, are moving faster.?Our passion is to protect and share with everyone the irreplaceable natural and cultural treasures under our care.?We are funded and supported entirely by our visitors, supporters, volunteers, and more than 60,000 member households.
The Trustees has been featured in the Top 100 Women-Led Organizations in Massachusetts for six consecutive years.
In addition to being an Equal Opportunity Employer, The Trustees aims to create a thriving, inclusive workplace that values each member of its team. We aspire to reflect and effectively serve the residents and communities of Massachusetts who are at the core of our mission.
The Trustees is a signer of the Boston Women’s Workforce Council and a Member of the Boston College Center for Work and Family.
We kindly request that you do not call to inquire about the status of your application. Those candidates chosen for interviews will be contacted.
How To Apply:
Please apply online via The Trustees website linked here.
April 30, 2021
$50,000 - $80,000
About this Organization:
The Trustees of Reservations is one of Massachusetts’ largest non-profits and the nation’s first conservation and preservation organization. We preserve and protect places of natural, scenic and historic beauty and hold these “reservations” in “trust” for public use and enjoyment. Our passion is to improve the quality of life in the Commonwealth, using our properties and their many programs as a powerful and compelling platform to engage more residents and visitors in our mission-driven work. We believe in protecting the irreplaceable forever, for everyone. Today, we care for 117 special reservations -- from beaches to farms, gardens and historic sites – within minutes of every resident. Funded and supported entirely by our nearly 2 million visitors and supporters, and more than 60,000 member households, we invite you to find your place.