The University of Minnesota Foundation is a key partner with the University in building and sustaining excellence among students and faculty, and fueling discovery in important areas. The Foundation accomplishes this by raising gifts and other private resources, investing and managing endowed funds for long term growth, and stewarding gifts to ensure they are used as donors intend. For more information, visit www.give.umn.edu.
The University of Minnesota Foundation (UMF) serves as the central development office for the University of Minnesota. The Foundation raises and manages gifts from individuals and organizations to support the mission of the University. UMF includes development professionals working in dedicated medicine and health areas, regional development, and University-wide giving, as well as central services staff who support the U's development enterprise through functions such as finance, information systems, and marketing and communications. Guided by its vision, mission, and values, UMF seeks to engage the private sector to inspire greatness at the University of Minnesota.
This position is responsible for gathering, analyzing, and managing prospect research information to help advance the University’s development program on the Prospect Development team. Prospect Development is a strategic department at UMF, focusing on providing research, prospect management, principal giving services and analytics to develop portfolios and prospect pipelines. Prospect Development team members collaborate with development officers and are at the forefront with foundation leadership to provide information with actionable insight, helping to clarify priorities, increasing overall portfolio philanthropic capacity, and partnering to optimize portfolios. This position serves as a prospect researcher experienced in production, analysis, tracking, campaigns, customer service, and research deliverables.
1. Prospect Research
• Research individuals, corporations and foundations, using online proprietary donor management system, subscription databases, and University library resources, as well as public and government websites.
• Analyze data and synthesize results to assess financial capacity, philanthropic tendencies, giving propensity, linkages to campus, and other information to aid in the development process; produce accurate, detailed background reports.
• Employ research, analysis and reporting strategies useful to the prospect development stages and in proportion to prospect/donor value.
2. Customer Experience Management
• Act as service manager and alternate or primary point of contact for assigned research projects, employing customer relationship strategies to ensure positive service experiences, proactively discover ongoing needs, and recommend approaches to meet those needs.
• Partner with colleagues as the primary collegiate point of contact for research needs as required, especially to support high priority campaign-related work.
• Collaborate with supervisor and research colleagues to identify and respond to opportunities for improved customer service, organizational efficiencies and resource enhancement.
• Provide back up to other functional areas, such as analytics and quality functions.
3. Prospecting/Database Management
• Identify, evaluate and prioritize potential donors using database queries and analysis.
• Input, utilize and manage relevant prospect information within prospect database.
4. Project Management
• Manage multiple projects or customers, requests and initiatives, with frequently competing deadlines, ensuring timely project completion and delivery of high-quality products.
• Act as back-up liaison between collegiate units and internal Foundation departments when needed; guide and follow up on internal resources, as appropriate.
• Provide creative and resourceful approaches to research, prospecting, and reporting challenges.
5. Other Departmental Activities
• Stay current on leading industry trends; transfer and apply expertise. Maintain and expand research expertise with continuing education about new sources, search methods, and relevant information technologies.
• Develop project proposals, work plans, reports, or other written documents.
• Perform other related duties as assigned by manager.
*Maintain strict confidentiality and handle sensitive information and material in an ethical and professional manner.