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Assistant Director, Prospect Management & Research Services

Job ID 147409 Date posted 08/31/2018

Position Summary:
Reporting to the Director, Prospect Management & Research Services in the Philanthropy department, the Assistant Director, Prospect Management & Research Services is responsible for preparing high-quality, confidential research materials on current and potential donors, and proactively identifying new prospects in support of the fundraising activities of Lahey Health. The Assistant Director is also responsible for supporting the Director in prospect management activities.

Essential Duties & Responsibilities including but not limited to:

Research/Data Collection/Analysis
A. Conduct biographical, business, and financial research on individuals, boards, corporations and foundations using a variety of online services, databases and other public information as well as internal sources.
B. Analyze research information to evaluate a prospect?s financial capacity, ability to give, willingness to give, charitable interests and connection to the organization
C. Assist with maintaining wealth ratings and updated contact information for all donors in gift officer?s portfolios
D. Verify, update and record various types of information in Raiser?s Edge database

Prepare Confidential Materials
A. Prepare confidential research briefings. in-depth profiles, and event bios for members of the development staff and senior leadership team
B. Proofread/edit materials to ensure information is complete, accurate and presented appropriately

Pipeline Development
A. Perform detailed wealth screenings on patients, donors and other groups of current or potential supporters. Make recommendations for gift officer assignments.
B. Assist in the identification of individual giving, planned giving, major gift, corporate and foundation prospects
C. Monitor news publications for potential prospects as well as news articles on current Trustees and major donors

Prospect Management
A. Support prospect management and portfolio management activities
B. Assist in the preparation of portfolio reviews by updating prospect information, analyzing portfolio information, making recommendations, and preparing materials
C. Develop and maintain working relationships with frontline fundraisers
D. Actively participate in cultivation/solicitation planning and strategies

A. Utilize the Research Request tracking system to track and prioritize requests for research
B. Identify opportunities to utilize advanced research techniques and sources to enhance the quality of research data and materials produced. Work with leadership to investigate, plan and implement new products or procedures and best practices
C. Run queries, exports, and/or reports as needed to extract data/information from Raiser?s Edge database
D. Collaborate with colleagues across all Philanthropy units to achieve department goals
E. Attend and participate in team meetings, department meetings, organizational meetings, and/or professional webinars, seminars, or conferences as needed
F. Other duties as assigne


Education: Bachelor?s degree required

Licensure, Certification & Registration: N/A

A. Experience in a business environment required, 1-3 years in a fundraising department of a non-profit organization preferred
B. Experience in internet-based prospect research tools and techniques required
C. Familiarity with Raiser?s Edge, ResearchPoint, Lexis Nexis, Foundation Center, Donor Search, Foundation Search, iWave, SharePoint and/or Omatic products preferred

Skills, Knowledge & Abilities:
A. Demonstrated ability to think critically and analytically
B. Ability to analyze large amounts of data and summarize in a user-friendly format
C. Excellent writing and oral communication skills
D. Strong interpersonal skills and the ability to communicate effectively
E. Must have strong attention to detail
F. Strong computer skills, including proficiency in Microsoft Office
G. Ability to work independently on multiple projects and prioritize work in a deadline driven environment
H. Flexibility to adjust to changing priorities and deadlines in a fast-paced environment
I. Ability to exercise independent initiative
J. Commitment to treat all information as highly confidential



About Lahey Health

The Lahey Model of Care - right care, right time, right place - is exactly what patients, providers and payers need and deserve. Identifying and delivering on this convergence of interests has positioned Lahey Health for further growth. Our model ensures care is highly coordinated and locally delivered, with lower costs and exceptional quality.

Lahey Health is a robust, regional system including a teaching hospital, community hospitals, primary care providers, specialists, behavioral and home health services, skilled nursing and rehabilitation facilities, and senior care resources throughout northeastern Massachusetts and southern New Hampshire. The system has a global presence with programs in Canada, Jordan and Bermuda.

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