Prospect Research Coordinator

• Approximately 60%+ of time is spent sitting while working at a desk.
• Ability to occasionally transport up to 25 lbs. of files, equipment or supplies.
• Ability to access files, equipment, or supplies.

• This position requires extended time on the computer.

• Clearly communicate in person, by phone, and by video conference.
• Communicate with others in conversational and written English.

• Position operates in hybrid work setting comprised of the Barnes’ Philadelphia campus and remote work setting indicated by the employee at their documented home address.
• Position requires extended time on the computer.

Prospect Research

• Produce and maintain both comprehensive and brief individual, corporate, and foundation research profiles, which outline current and historical relationships with the Barnes, 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.
• Prepare briefing memos for relationship managers in advance of their donor and prospect meetings
• 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 Salesforce.
• 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).

Prospect Management

• 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.

Constituent Management

• 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.

Organization-Wide Competencies:

1. Accountability:

a. Prepares for work assignments and meetings,

b. Conducts thorough fact-finding, decision-making and/or follow through,

c. Admits mistakes and errors and informs others when one is not able to meet a commitment.

2. Job Quality:

a. Dependably demonstrates job knowledge necessary for the position,

b. Produces timely, accurate, high quality work output,

c. Prioritizes work responsibilities effectively and produces work quantity expected for the role.

3. Service:

a. Identifies problems and collaborate with others to devise and create effective solutions.

b. Interacts and communicates with fellow employees in a manner that promotes a harmonious and cooperative working environment in accordance with our Core Values.

c. Facilitates open communication and keeps an open mind about new ideas.

4. Leadership:

a. Sets a good example for others,

b. Demonstrates ethical decision-making and communication,

c. Makes decisions. Uses a solution-oriented, collaborative approach.

5. Collaboration:

a. Seeks win-win outcomes in decision-making,

b. Shows a proactive, inclusive, helpful, and respectful attitude to colleagues, guests and others,

c. Takes initiative to contribute to diversity, equity, inclusion, and accessibility initiatives.