Prospect Development and Research Manager- Boston (year-round, full-time)
What We Do. The Trustees of Reservations is one of Massachusetts’ largest non-profits and the nation’s first conservation and preservation organization. Today, the places we care about are going fast, and the forces undermining them, including climate change, are moving faster. Our passion is to protect and share with everyone the irreplaceable natural and cultural treasures under our care.
Join Us. The Trustees of Reservations is at a defining moment in its history. Over the past few years, we have grown annual revenues from $24 million to over $35 million and we are in the midst of launching a $75M+ campaign aimed to build the Trustees of the future. To succeed we must connect with and mobilize a new generation of visitors and stewards to invest in our communities, our heritage, and our natural world.
The Opportunity. Reporting to the Managing Director of Campaign Strategy and Development Operations, the Prospect Development and Research Manager will build on the highest standards of traditional fundraising research, while also encompassing new trends in prospect research and data coordination. The Prospect Development and Research Manager will help build the Trustees of the future by identifying the next generation of Trustees supporters and supporting our front line fundraisers with the information necessary to most impactfully and efficiently cultivate and steward our current and potential donors. The day to day focus of the role is the review and research all event attendees (the Trustees host many events), new donors, potential donors, governance prospects, and more to inform, manage, and fill the pipeline of major donors. This position will not only work closely with the Managing Director of Campaign Strategy and Operations, but you will also collaborate with other members of the Major Gifts and Annual Fund team as well as the Chief of Development. Your work has the potential to help bring in tens of millions of dollars over the next 5 years.
Are you a match? The position requires a strategic, energetic, and highly motivated development professional with a proven track record in research. We can’t overemphasize the importance of someone being excited about matchmaking our donors to our wide variety of causes – this role requires a curious mind who likes to solve the puzzle of how to most effectively engage our supporters with our work. Because this is a fast-paced and growth-oriented organization, we require a self-motivated and dynamic research professional who thrives on consistently exceeding expectations with the quantity and quality of their work. Competitive candidates will demonstrate superior project management and research skills, as well as the desire to be part of a team-oriented environment. The right candidate will not be support staff. Rather, they will be the strategic foundation our fundraisers rely on to cultivate donors and advance our mission.
- Proactively provide necessary background research for all constituents identified through gifts, events and other means
- Working with Associate Director, Development Operations, regularly perform database searches to identify, research and qualify individuals for stewardship and assignment
- Regularly perform data appends, wealth screenings, and data updates of other relevant material to help us segment and analyze our donors
- Provide timely and accurate research reports and supporting collateral material for all Officers, Vice-President and President & CEO individualized meetings
- Provide research reports for events, committee meetings, and governance discussions
- Manage corporate research, supplementing CSR and corporate giving information with individual profiles of key executives and contacts
Analysis & Data Input:
- Review, modify, and in some cases develop systems for data entry that will allow for optimum reporting and querying
- During the research, update Raisers Edge with relevant information to help with future tracking and analysis
- Working with Managing Director, Development, manage Officer portfolio assignments; Recommend new assignments and quality prospect pools
- Align Raiser’s Edge with other databases across the organization to uncover valued prospects across the state
- Protect confidential information
- Stay up-to-date on current events, especially news that relates to the environmental or cultural space, climate change, and other issues the Trustees cares about
- Subscribe to and monitor social media for top prospect companies, large donors, foundations, peer organizations, and the like
- Alert key stakeholders to important industry or political news, and news regarding their donors – everything from a birth announcement to a corporate merger, we’ll want to reach out
- Routinely review Massachusetts social diaries
- Review similar organization’s event lists and annual reports to compare prospects
- Create and monitor Google alerts for key constituencies
- Perform other duties as assigned
- Candidate should expect to work on short deadlines when necessary – appropriate donor stewardship means meeting the donor whenever and wherever is convenient for them
- Candidate should expect to produce in-depth research on minimum 8-10 individuals per day, event profiles on 40-50
- During busy periods, extra effort is appreciated to keep up with the volume of giving
- Proficiency in the Microsoft Office suite, Wealth Engine (or similar), and Raiser’s Edge required
- Knowledge of fundraising practices, experience working with major gift officers and corporate fundraisers
- Should have moderate knowledge of Boston’s philanthropic landscape – key players, large foundations, etc.
- Ability to work in a fast-paced environment and successfully manage competing deadlines
- Highly organized and self-motivated, has clear organizational systems
- Effective oral and written communication skills
- Care with confidential information, ability to communicate sensitive details in a discrete manner
- Ability to think strategically, retain information from casual conversations, problem solve, and work in the right direction without explicit step-by-step instructions
- Energetic, creative individual with the ability to foster a positive work environment
- Strong attention to detail
- Experience at conservation or cultural organizations a plus, but not required
Hours, Salary & Benefits
Reporting to the Managing Director, Campaign Strategy and Development Operations, this position is a full-time, exempt/salaried position. The position is based in Boston at 200 High Street and requires very minimal travel within Massachusetts (bi-annual staff retreats, some cultivation events if you’re interested). As a full-time employee, the Prospect Development and Research Manager is eligible for benefits offered by the Trustees, including medical, dental, and vision insurance, life and disability insurance, vacation, sick and personal time, as well as the option to participate in our 401(k) savings plan. Salary is commensurate with experience.
- Must have 2 + years of fundraising research experience.
- Articulate, strategic, entrepreneurial, problem solver with a proven ability to listen, write and speak effectively.
- Highly motivated self-starter who thrives in a fast-paced environment.
- Ability to communicate through multiple levels of an organization, and to work collaboratively.
- Excellent strategic thinking and strong analytical skills.
- Medical, Dental and Vision insurance, with employer premium contributions ranging from 75% - 85% based on plan level.
- Traditional and Roth 401K Retirement accounts available for employees to contribute to upon hire and a 5% employer match after one year of employment.
- Three weeks of vacation time in the first year of employment, as well as 10 sick days, two personal days, 12 Holidays and one floating holiday per year. Four weeks of Paid Parental Leave following the birth or adoption of a child, after one year of employment.
- Day of Service: employees take one regular workday per year to travel to another property to help with a specific project.
- Day of Wonder: employees take one regular workday to explore a Trustees property.
- Discounts and access to properties equivalent to a family membership to The Trustees.
How To Apply:
Please apply online via The Trustees' website linked here
September 11, 2019
About this Organization:
The Trustees of Reservations is one of Massachusetts’ largest non-profits and the nation’s first conservation and preservation organization. We preserve and protect places of natural, scenic and historic beauty and hold these “reservations” in “trust” for public use and enjoyment. Our passion is to improve the quality of life in the Commonwealth, using our properties and their many programs as a powerful and compelling platform to engage more residents and visitors in our mission-driven work. We believe in protecting the irreplaceable forever, for everyone. Today, we care for 117 special reservations -- from beaches to farms, gardens and historic sites – within minutes of every resident. Funded and supported entirely by our nearly 2 million visitors and supporters, and more than 60,000 member households, we invite you to find your place.