Careers

Accountabilities:

• Managing and mentoring a team focused on identifying, researching, and managing prospects for the University's Advancement efforts – with an emphasis on analyzing and interpreting data to build and understand Colgate's relationships with these prospects.
• Coordinating all research for leadership, major, principal, and planned gifts – including establishing priorities and managing research workflow to ensure deadlines are successfully met and align with fundraising goals.
• Coordinating with Colgate IT colleagues for data management, reporting, and analysis related to Advancement
• Using quantitative analyses to estimate the philanthropic capacity of prospects.
• Leveraging prospecting methodologies and utilizing data sources internal and external to Colgate to develop prospect lists for specific fundraising initiatives and priorities.
• Using prospecting tools such as data screenings and modeling to identify new prospects, and to provide analyses of targeted groups and the overall prospect pool.
• Track and report on the movement of prospects from identification through the solicitation process.
• In consultation with Advancement leadership, manage the prospect assignment process and collaborate with the appropriate managers to facilitate assignment of prospects into the appropriate portfolios.
• Define and execute tactics designed to increase the efficiency and effectiveness of prospect development by leveraging systems, technology, reporting, and resource allocation.
• Reinforce the Division's relationship management guidelines for documenting interactions with prospects and tracking cultivation/solicitation strategies.
• Keep procedures and policies current, relevant, and clearly communicated. Create and communicate new procedures as needed. Enhance the Advancement Division's understanding of PMR's work through effective communication and training.
• Ensure PMR's work with data adheres to all legal requirements and standards.

Professional Experience/Qualifications:

• Five to seven years of related experience in research and/or prospect management for a higher education institution or other non-profit
• Highly proficient with Microsoft products including Excel
• Proficient with Customer Relationship Management databases
• Strong understanding of donor rights and the distinction between public and private information; scrupulous attention to matters of discretion and confidentiality
• Knowledge of market trends in research resources, such as electronic wealth-screening services and methodologies, news databases, and business directories
• Strong research, analytical, and problem solving skills
• Strong ability to communicate orally and in writing
• Must be able to work collegially and effectively with a diverse group of alumni, students, faculty, and staff on a daily basis
• Aptitude for advanced data analysis

Preferred Qualifications:

• Experience with Blackbaud Raiser's Edge, CRM, or NXT
• Experience with Tableau
• Supervisory experience
• Demonstrated advanced data analysis experience

Education:

EEO Statement:

About Colgate University

Colgate University is a highly selective residential liberal arts institution distinguished by academic excellence and interdisciplinary inquiry. Located on a beautiful campus in upstate New York, Colgate takes pride in the active engagement of its students and faculty in local, national, and global communities.

Connections working at Colgate University