The Barnes Foundation : Prospect Research Coordinator
The Barnes Foundation is seeking a Prospect Research Coordinator. The Prospect Research Coordinator supports the Foundation’s fundraising goals through comprehensive and proactive prospect and donor research.
We’re committed to diversity and equal opportunity in our recruitment and hiring. Highly qualified candidates of all backgrounds are welcome and encouraged to apply for this position.
Established in 1922 as an educational institution, the Barnes Foundation carries out its mission by promoting appreciation of the arts and horticultural science, through the preservation, presentation, and interpretation of the collections of Albert C. and Laura L. Barnes.
Celebrated for its exceptional breadth, depth, and quality, the Barnes Foundation’s art collection includes works by some of the greatest European and American masters of impressionism, post-impressionist, and early modern art, as well as African sculpture, Pennsylvania German decorative arts, Native American textiles, metalwork, and more.
The Barnes Foundation engages diverse audiences through its exceptional collections and high-quality programs that reflect a broad range of periods and cultures and build on the founders’ innovative educational vision of transforming lives through the arts and horticulture.
Job Specific Competencies:
· Serve as the single point of contact for receiving, responding to, and tracking all prospect research requests.
· Participate in routine reviews of prospect leads generated out of preliminary research processes (screenings and data modeling) or from prospect management meetings and coordinates with team on next steps.
· Search, analyze, and synthesize information from various business systems and outside sources.
· Perform other duties as requested.
· Produce and maintain both comprehensive and brief individual, corporate, and foundation research profiles, which outline current and historical relationships with the Foundation, as well as financial, professional, personal information, ratings and segmentation data, and suggested strategies; uses department taxonomy in prioritizing and informing strategies (e.g. target ask amounts, planned giving probability, demographic and behavior clustering, velocity scores, etc.).
· Draft strategy memos to support trustee and staff solicitations.
· Identify potential nominees for the Board of Trustees and other Board committees. Prepare detailed research profiles and demographic statistics on potential nominees.
· Identify and map relationships of trustees and deeply engaged donors for the purpose of identifying new prospects. Uncover social, financial, and political relationships between key members of the Barnes’s inner-circle, donors, and prospects; record that information in RE.
· Prepare biographical sketches on attendees and committee people of Barnes events for use by the Board of Trustees, Executive Staff, and other internal attendees; maintain database of event attendees and committee people for major gift officers and Barnes leadership.
· Prepare research summaries each month that track our major gift prospects, board members and other persons of interest in the press, trends in philanthropy and art world news.
· Adhere to ethical, contractual and legal standards of data collection (e.g. Donor Bill of Rights, FERPA, HIPAA, terms of usage for web pages).
· Identify, in collaboration with development officers, research priorities and strategies for major gift and campaign efforts.
· Stay up to date on all programmatic initiatives. With development officers, prioritize programs based on time sensitivity, and develop timeline for producing prospects for projects in alignment with those priorities. Match prospects to projects, both individual and institutional. Rank prospects to enable development teams to strategize requests for support most efficiently.
· Analyze the prospect pool and movement of prospects through the pipeline, in order to inform development team assessments and strategies; collaborate with team to establish and improve suspect and prospect pools, identify additional data sources as necessary.
· Maintain and update prospect information and ensure data integrity, including systematic review of unassigned prospects, ratings and codes, reporting findings to supervisor and the prospect management team.
· Participate in the development and enforcement of the prospect research management policies; ensure procedures address the acquisition, use, and maintenance of donor records and research, adhering to current professional, ethical, and legal standards.
· Coordinate prospect review meetings, preparing timeline reports, agendas, and other collateral material.
· Stay current on the industry-standard processes for prospect identification, cultivation (moves management) and prospect tracking methodology.
· Review and recommend systems for ongoing rating of new prospects.
· Train development staff on basics of prospect research and functionality to provide backup during peak times.
· Contribute to the analysis of fundraising data and the enhancement of reporting capabilities.
· Attend professional conferences to expand skill-set and knowledge-base and participates in peer groups on prospect research.
· Work events and openings as necessary.
· Perform ongoing biographical updates to constituent records, creates new records as needed, identifies and updates erroneous constituent information.
Skills and Knowledge:
· Bachelor’s degree required
· The full-time equivalent of three to five years of prospect research experience in a non-profit environment required
· Experience with and an understanding of the process of Moves Management and the solicitation cycle a plus
· Experience with online prospect research tools (ResearchPoint, iWave, Foundation Directory preferred)
· Experience with database applications (Raiser’s Edge 7 preferred)
· Knowledge of the principles, methods, and practices of the development profession in general; knowledge of research techniques and resources in the fields of philanthropy, business, and museum management
· Skilled in Microsoft Office, Teams, Sharepoint
· Ability to draft new or edit existing documents and reports
· Ability to handle sensitive and confidential information
· Self-motivated and comfortable working both independently and collaboratively as a team
· Ability to work in a fast paced, deadline driven environment
· Extremely detail-oriented and resourceful to produce highly accurate work
Competitive Benefits Include: Group health, dental and vision insurance; flexible spending accounts; short- and long-term disability and group life insurance; 403(b) with matching contributions; Employee Assistance Program; voluntary benefits; as well as paid vacation, personal time, sick time and holidays.
Please include a cover letter and an updated resume with your application.
The Barnes Foundation is an Equal Opportunity Employer and we’re committed to diversity and equal opportunity in our recruitment and hiring. Qualified candidates of all backgrounds are welcome and encouraged to apply for this position. Employees have rights under other laws including, but not limited to, the Family and Medical Leave Act and the Employee Polygraph Protection Act. We participate in E-Verify.