Stewardship & Prospect Research Coordinator

TITLE

DEPARTMENT

REPORTS TO

HOURS

COMPENSATION

YEAR

Stewardship and Prospect Research Coordinator

Advancement

Director of Advancement

M-Th 8:00am – 4:30pm

F 8:0am – 4:00pm

July – June

Non-Exempt

DUTIES:

Stewardship (50%): 

• Work with the Director of Advancement and the Director of Advancement Services to develop, coordinate, and implement a comprehensive stewardship program (this includes all forms of donor communication, such as phone calls, as well as written and electronic correspondence) to ensure stewardship goals are met 

• Support the Advancement Team with ongoing stewardship by managing the operations of the gift acknowledgement process, including drafting and mailing of donor acknowledgement letters, personal notes, donor reports, tribute packets, pledge reminders, and other periodic donor-centric reporting

• Coordinate with the Director of Advancement Services to process gifts coming to Nichols School

• Act as a donor relations representative for all donor inquires

• Working with the Director of Financial Aid and Business Office, prepare and distribute all donor correspondence related to the Named Scholarship Program and other major initiatives

• Work with Advancement Team to create and implement a strategic calendar of donor-centric events

• Coordinate all special gifts and awards

• Maintain appropriate displays of plaques, lobby walls, and naming opportunities campus- wide

• Track stewardship information and donor interests in donor database

• Provide detailed reports to leadership as directed

• Coordinate the Advancement Team’s Stewardship Plan on all gifts to the school

Prospect Research (40%):

• Assists in expanding the prospect pool by proactively identifying donor prospects for individual research and prioritizing large-scale prospect pools through means such as data sorting, mining, and wealth screening.

• Using proactive research methods, identifies and qualifies prospective individuals, corporations and foundations capable of significant financial support. Identifies possible connections to new prospects through their known or likely relationships with the school.

• Conducts biographical and financial research on prospects and donors utilizing in-house resources and a variety of online and print sources, including complex financial and legal disclosures, corporate reports, proxy statements, foundation tax reports, and county documents.

• Produces confidential research profiles on prospects and donors for strategy planning, events and other meetings. Responds in a time-sensitive manner to research requests.

• Participates in continuing education to enhance and increase fundraising skills, maintains awareness of changes in philanthropy patterns. Keeps a finger on the pulse of philanthropy trends, particularly prospect research, analytics, wealth screening, and data mining.

Other (10%):

• Support Advancement team with all department events and initiatives

• Serve as point person for all donor stewardship efforts

• Collaborate with Marketing & Communications team

• Liaise and collaborate with school leadership, faculty and staff

• Liaise with parent and alumni volunteers

• Other duties as assigned

SKILLS AND QUALIFICATIONS:

• Highly organized

• Strong analytical and problem-solving skills

• Proficient with Microsoft Suite and using databases

• Excellent interpersonal and communication skills

• Knowledge of trends, issues on accepted practices relevant to the position