Title: Director of Development Research
Department: Development Research
Status: Full-Time, Exempt
Reports To: Associate Vice President for Data & Technology Services
The Director of Development Research gathers, organizes, manages and disseminates information to guide the sound and effective advancement for the University of Hawai‘i Foundation. The director manages the research program for major and principal gift initiatives, including planning, implement and direct a comprehensive program to support activities to identify and develop relationships with individuals to encourage their support of the university. In collaboration with organizational units, the director also analyzes, evaluates and disseminates information to identify and cultivate future donors. The director creates and implements procedures, set priorities, maintain the research budget, and oversee the research and prospect management process.
The Director of Development Research will provide crucial assistance to the development team by developing and coordinating a prospect tracking system, based upon comprehensive research that supports cultivation and solicitation strategies for major gift donors and prospects. In collaboration with annual giving, alumni relations and other organizational units, identify and cultivate future donors through alumni and donor engagement strategies.
- Research: Identify, evaluate and recommend current and potential major gift prospects and assess their affinity and capacity. Maintain an overall knowledge of top prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies; reference and represent that information at meetings and in discussions, as needed. Provide research and analysis of biographical, philanthropic, professional and financial information of donors and prospects. Prepare written profiles, rating memos, event bios and qualified lists to support the cultivation of individuals. Perform quantitative analysis to determine capacity ratings based on financial data to qualify prospects. Track prospects and donors through monitoring daily news, online "alerts," and utilizing internal information. Use push technology to track news and insider stock holdings and provide this pertinent information to the appropriate relationship manager. Identify donor's associates and acquaintances through relationship mapping to facilitate institutional involvement.
- Establish & Implement Policies and Procedures: Coordinate all research aspects for major gifts, including creating and implementing procedures, managing the research policies and procedures manual, maintaining the prospect information management system, coordinating proactive research and creating processes to increase effectiveness by meeting the needs of the fundraising staff. Enhance the understanding of research by through effective communication and training. Represent the research team at meetings and communicate research techniques and procedures.
- Supervise: Manage and mentor research analysts. Supervise and procure training in information resources and strengthen professional development. Manage the research effort by establishing priorities. Assign research requests and ensure that all deadlines are successfully met. Coordinate proactive research including mining electronic screening results. Facilitate the research process through the supervision and maintenance of documentation, databases, and relevant donor information entry into the database. Maintain the research resources library and a list of resources in the manual.
- Strategy: Work in partnership with the development leadership and development staff to organize and coordinate periodic donor strategy meetings. Collaborate with development leadership and other development staff during strategy meetings to develop cultivation and solicitation strategies and facilitate moves management. Identify new donors for major gifts initiative through proactive research and present findings at strategy meetings. Make recommendations regarding potential major donors.
- Research Resources & Budget: Track and manage the department budget. Manage and coordinate the evaluation, purchase, budget and renewal of research resources, publications and services. Represent research team in the evaluation, recommendation and selection of future electronic screening vendors.
- Professional Development: Maintain expertise on research techniques and resources by attending conferences and participating in professional societies. Act as a representative within professional research communities.
- Perform other duties as assigned.
The Director of Development Research will meet annually with his/her supervisor to put in place a plan for the year. This plan will include numeric goals for each of the basic responsibility categories, as well as program and professional development goals. At the end of each year, the Director and his/her supervisor will review progress toward the annual goals.
Required Knowledge, Skills and Abilities
- Bachelor’s degree required
- At least 5-7 years in a research or research-related environment is required.
- Previous development experience and/or a background in higher educational institution are preferred.
- Must possess advanced skills in prospect research including an understanding of major gifts and the development process, prospect management tools, gift and planned gift vehicles (wills, trusts) and business, government and legal documents (IRS Form 990, SEC filings, property assessments etc.).
- Experience with information resources and publications is required, including fundraising databases (Ellucian Advance a plus), on-line services (Donor Search and Lexis-Nexis desired), and database overlays.
- Proficiency in conceptualizing and developing proactive prospecting methodologies using data analytics tools, including expertise in the modeling and analysis of data as constituent list segmentation, data mining and electronic and peer screenings.
- Understanding of wealth indicators and ability to translate such information into prospect ratings and gift estimates.
- Ability to supervise and train team of prospect researchers.
- Exceptional communication; writing and editing abilities; strong listening, and collaboration skills. Ability to communicate with all levels of the organization; well-developed organizational skills, and attention to detail.
- Proficiency in locating and synthesizing material from multiple sources.
- Ability to interpret, analyze and summarize complex biographical, business and financial data.
- Ability to handle deadlines and changing priorities.
- Well developed sense of curiosity, ingenuity, perseverance and good judgment.
- Strong team player.
- Demonstration of initiative, motivation, creativity and ability to work independently.
- Ability to appropriately communicate sensitive information and to judge how and with whom this information should be shared. Complete respect for confidentiality.
- Advanced computer skills, particularly with the Microsoft Office and data analytic systems.
- Knowledge and ability to implement principles of management, leadership, conflict resolution, negotiation, and motivation.
- Ability to foster a collaborative, customer-oriented working environment.
- Demonstrated record of initiative, problem solving, and adaptability.
- Exemplify and live the values of the UH Foundation (accountability, excellence, integrity, service, teamwork and trust).
Based at the University of Hawaii at Mānoa campus, the position might involve some travel, mostly by auto. Employee must have a valid driver’s license and acceptable driving record. The employee will need to work some weekends and evenings and able to work to the demands of the position, which may exceed a 40 hour work week.
Applicants should submit a letter of interest that provides evidence of the qualifications, a resume, and the names, addresses and telephone numbers of at least three professional references to: email@example.com
University of Hawai‘i Foundation, Human Resources Department
P.O. Box 11270
Honolulu, HI 96828-0270
f: (808) 956-9786
Our application form is a fillable pdf, please download and save the application to your computer before filling it out.Application Form