Donor Prospect and Database Manager

Donor Prospect And Database Manager

Administrative Office - Knoxville, TN 37917

Overview

Education Level 4 Year Degree

Description

About Us: Boys & Girls Clubs of the Tennessee Valley needs dynamic, flexible people who are ignited by the idea of Igniting Greatness in the youth we serve. The success of Boys & Girls Clubs of the Tennessee Valley depends on each and every employee's commitment to and demonstration of a set of core values and beliefs:

• We meet the needs of kids
• We connect with the community around us
• We recognize the value & potential in those around us
• We expect the best
• We invest in our people
• We change lives and can prove it

PRIMARY FUNCTION: The Donor Prospect and Database Manager is a key member of the Resource Development team, providing essential high quality philanthropic intelligence and analysis for strategic and data driven fundraising. This individual creates concise, accurate wealth capacity ratings, strategy briefings, and prospect profiles using biographical information, financial data, news, philanthropic history, and other publicly available resources to support BGCTNV's strategic priorities. This position participates in various fundraising initiatives, prioritizing research needs to advance the organization's mission. The Donor Prospect and Database Manager proactively and independently plans and executes strategies to identify sources of major gift support using innovative research techniques and electronic searching methodologies to ensure that fundraising initiatives have sufficient prospects to meet fundraising goals. This position utilizes research tactics to ensure that newly identified prospects are presented and assigned to appropriate fundraisers in a timely manner.

KEY ROLES (Essential Job Responsibilities):

Donor Prospect

• Identify, research, and analyze information to create biographical and financial profiles on current donors, prospects, and suspects in support of solicitation strategies.
• Engage vast amounts of publicly available information and wealth indicators to evaluate and identify new leads to build pipelines. This includes understanding capacity through financial analysis.
• Provide philanthropic intelligence in formats that are relevant to the gift and the audience.
• Serve as the content expert for all gift levels across the organization to optimize portfolios for gift officers to be a strategic partner at the organizational level.
• Manage, track, and assign suspects and prospects by implementing BGCTNV's moves management system to maintain healthy, balanced, and successful portfolios. Also included are quality assurance and data integrity procedures for accuracy in projections and reporting.
• Develop and maintain a familiarity of BGCTNV's top prospective donors and proactively share information across the team to undergird strategy conversations.
• Track trends in philanthropy and fundraising to promote a best-in-class development office.
• Perform other duties as assigned.

Database Management

• Own and maintain Raiser's Edge / RE NXT as BGCTNV's system of record for all fundraising activity across individual giving, institutional philanthropy, events, and regional development.
• Develop and enforce data entry standards, gift processing workflows, and documentation protocols for the full Resource Development team.
• Conduct regular data audits to identify and correct errors, inconsistencies, and gaps in constituent records.
• Build and maintain automated workflows in RE NXT that trigger Actions when donors give or are added to portfolios; manage portfolio entry logic based on defined gift thresholds.
• Partner with Executive Directors and club staff to maintain Actions in Raiser's Edge within required timeframes
• Distribute weekly thank-you call lists, monthly gift officer and Executive Director KPI dashboards, and supporting data for quarterly Portfolio Review Meetings and ED/Ops/RD alignment sessions.
• Build and maintain reporting logic for core KPIs: portfolio composition, engagement coverage, meaningful action cadence, lifecycle distribution, opportunity pipeline health, and stewardship completion.

Qualifications

INDIVIDUAL RESPONSIBILITY:

• Dependability proven ability to complete all tasks as assigned in an organized manner
• Ensures appropriate responses to all organizational correspondence using brand appropriate language and logos
• Dedication to service demonstrated regular Attendance/Punctuality and an ability to learn and develop new skills
• Commitment and attitude that personifies a positive attitude at all times and the ability to multi-task
• Professionalism in appearance, ensuring that dress is professional and appropriate for function/situation based on organizational dress code policies
• Specific Individual measurable outcomes as determined by supervisor

SKILLS/KNOWLEDGE REQUIRED:

• Bachelor's degree from an accredited college or university
• Three-five years of relevant experience with online database search techniques for products such as WealthEngine, Relationship Science, Foundation Directory Online, and other personal wealth and financial databases.
• Demonstrated proficiency with a CRM, preferably Raiser's Edge and/or RE NXT, including gift processing, workflow configuration, constituent management, and reporting.
• Knowledge of the Boys & Girls Club movement preferred
• Strong organizational and time management skills with exceptional attention to detail
• Must be able to take initiative, be self-motivated, and function both independently and in a team environment, coupled with the ability to make decisions and maintain professional and open communication with supervisor
• Knowledge of accessing and utilizing Raiser's Edge
• Customer and outcomes-driven focus
• Ability to establish and maintain effective working relationships with Club staff, board members, volunteers, community groups, and other related agencies
• Must have excellent interpersonal, multi-tasking, and project management skills
• Effective professional verbal and written communication skills
• Proficiency in Microsoft Office Suite and Adobe including: Word, Outlook, Access, Publisher, PowerPoint, Excel, Photoshop, and skills on use of common office equipment
• Ability to work outside traditional work hours

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT:

• Working conditions are normal for an office environment
• Must be able to lift 40 pounds
• Must be able to remain alert and energetic for 8 hours or more
• Requires sitting for long periods of time, up to 8 hours
• On event days, may require standing for long periods of time, up to 8 hours
• On event days, may require repetitive bending, stooping, and lifting
• Must be able to maneuver around an office to access file cabinets, office machinery, etc.
• Continuous operation of computer and all other office machinery, such as a calculator, copy machine and printer

DISCLAIMER:

The information presented indicates the general nature and level of work expected of employees in this position. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications and objectives required of employees assigned to this job.