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Associate Director, Foundation Relations Prospect Development

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Position Details

Position Information

Title Associate Director, Foundation Relations Prospect Development
Department Development Office (9903)
Location Main Campus
Position Summary

In partnership with the Associate Vice President (AVP) of Development Research & Resources (DRR) and the Assistant Vice President of Foundation Relations & the GIFT Center, work to develop strategies and programs to build an effective pipeline of potential foundation donors to the University. Leverage a broad and deep understanding of foundation funding for higher education to provide information that supports the identification, research, and management of foundation prospects through the development cycle. Oversee processes for ensuring that the best prospects are actively managed by the appropriate Development Officers (DOs) and support their use of prospect research findings for informing development strategies. Support a comprehensive foundation relations strategy for the University Development Program (UDP) as developed by the Assistant Vice President, Foundation Relations & the GIFT Center.

Work with colleagues to develop policies and processes for foundation prospect development, including: standardizing foundation-focused research processes, products, templates, and services; responding to foundation-focused research requests; developing guidelines for conducting portfolio analysis, pipeline analysis, and assessing fundraising performance for the foundation relations program; and developing tracking and reporting processes for foundation relations prospect development metrics.

Outstanding UA benefits include health, dental, and vision insurance plans; life insurance and disability programs; paid vacation, sick leave, and holidays; UA/ASU/NAU tuition reduction for the employee and qualified family members; state and optional retirement plans; access to UA recreation and cultural activities; and more!

Accepting a new position is a big life step. We want potential candidates and their families to be able to make informed decisions. Candidates who are considering relocation to the Tucson or Phoenix area, and have been offered an on-site interview, are encouraged to use the free services offered by Above & Beyond Relocation Services (ABRS).Ask your department contact to be introduced to ABRS prior to your visit.

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Duties & Responsibilities

• Advise and report to the Assistant Vice President, Foundation Relations & the GIFT Center and other senior UDP and academic leaders on the status of the foundation-focused fundraising strategies, activities, and progress.
• Analyze fundraising activity to support DOs and senior UDP and academic leaders in identifying top foundation prospects and suspects. Partner with prospect development colleagues and foundation relations leadership to recommend the re-calibration of DO portfolios to maximize performance and elevate the highest priority foundation prospects for management.
• Research and produce clear profiles of foundation prospects, including: history and background, foundation leadership, financial capacity, philanthropic priorities/giving patterns, connections to Individual donors and prospects as well as campus leadership and researchers, alignment with University priorities, and the nature of any existing relationships to the University which may inform cultivation and solicitation strategies.
• In partnership with Assistant Vice President, Foundation Relations & GIFT Center, develop a Foundation Relations subcommittee to the Prospect Management Committee. Partner with cross-campus foundation relations-focused colleagues to develop and document clear and transparent policies and processes for the effective, donor-centered management of foundation prospects.
• In partnership with prospect development colleagues, develop and maintain a library of prospect development training materials, take shared responsibility for the ongoing education and
management of new prospect development staff.
• Maintain proficiency with standard prospect development tools and resources and stay abreast of new resources and technologies to ensure that the department’s resources meet industry standards.
• Manage and/or respond to foundation-focused prospect research and prospect management-related support requests that are directed to the team.
• Partner with foundation relations and prospect development colleagues to make recommendations and draft proposals for developing and/or modifying Prospect Management Policy & Process Guidelines related to foundation prospect management.
• In partnership with the Training & Information Engagement team, build standard prospect management query templates & system reports for foundation-focused DOs to access on their
dashboards as common business needs are identified. Also act as the foundation relations prospect management expert to inform and refine appropriate prospect management training programs for foundation relations DOs and their support staff.
• Participate in the administration and configuration of the prospect research and management
components of the Raiser’s Edge development system to ensure effective and optimal use for foundation relations. Provide insight/advice on optimizing alternative prospect management tools for foundation prospects. Provide regular quality checks and audits as needed to ensure the quality of foundation prospect, rating, action, and proposal data.
• Become proficient in use of UAccess Research to retrieve information related to foundation prospects, donors, and proposals. Recommend and implement strategies to combine information on foundation prospects across information systems to create a holistic view and strategies.
• Partner with Foundation Relations staff and key campus units focused on foundation fundraising
(for example, the Office of Research, Discovery, and Innovation) to drive prospect development strategies and share comprehensive foundation relations information with campus stakeholders.
• Take the lead on special projects as needed. Topics may include: identification of future foundation prospects, peer benchmarking studies, prospect management process improvement assessments,
investigation of additional research resources, and liaising with outside consultants and vendors.
• Assist the AVP in setting short and long-term goals and priorities for the foundation relations prospect development program.
• Seek opportunities for professional development to enhance job performance. Develop and maintain a network of contacts with foundation relations prospect development professionals.
• Assist the AVP in creation of a template for foundation briefing documents for senior campus leaders. Prepare such background briefings for senior campus leaders’ visits to/from foundations.
• Safeguard the confidentiality of constituent information at all times. Establish, disseminate, and regularly review standards of ethics and confidentiality regarding the handling of donor and
volunteer information and train prospect development staff and colleagues to understand/implement these standards. Adhere to ethical and confidentiality guidelines of both the Foundation and the Association of Professional Researchers for Advancement (APRA).
•Perform other duties and projects as assigned.

Knowledge, Skills, & Abilities

• Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the Foundation/University as well as the technology tools available to University of Arizona Development Program including The Raiser’s Edge (the development system), a Microsoft Windows computer environment, and the Microsoft Office suite (including Microsoft Outlook, Word, Excel, PowerPoint and Access required).
• Knowledge of or ability to learn quickly the principles, practices, developments, and techniques of managing a foundation relations prospect development program in a complex fundraising and development operation, including an understanding of how prospect development information is integrated into those operations.
• Proficiency with query and analysis techniques and tools used to modify, retrieve, manipulate, and report on information stored in relational database management systems.
• Skill in establishing and maintaining effective working relationships, including the ability to communicate effectively and lead, influence, and collaborate with colleagues in a matrix- structured work environment.
• Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational skills required – including the ability to set priorities and manage several projects
• Proficiency in doing research using a variety of online research databases and other resources.
• Ability to manage confidential information with discretion and tact required.
• An exceptional work ethic and track record of personal initiative required.
• Must be flexible and adaptable to new programs in an emerging and changing environment.

Minimum Qualifications

• Bachelor’s Degree in related field (Business Administration, Social Sciences, Library & Information Science, Non-Profit Management) and a minimum of five (5) years of professional work experience, with at least three (3) years in prospect development related activities; OR,
• Any equivalent combination of experience, training and/or education approved by Human Resources.

Preferred Qualifications

• Master’s Degree in a related field.
• Knowledge of foundation funding for higher education and/or healthcare.
• One or more years of experience using RE (Raiser’s Edge) Version 7.
• Three (3) or more years of experience working in a higher-education development role.
• Experience working closely with front-line development officers.
• Demonstrated experience leading a project team, acting as a lead, and mentoring or managing colleagues.
• Proven commitment to customer service.
• Demonstrated experience developing policies and processes to support fundraising activity.
• Strong understanding of financial principles and business practices.

FLSA Exempt
Full Time/Part Time Full Time
Number of Hours Worked per Week 40
Job Category Administrative and Professional
Benefits Eligible Yes - Full Benefits
Posted Rate of Pay DOE
Type of criminal background check required: Name-based criminal background check (non-security sensitive)

Posting Detail Information

Posting Number A21720
Number of Vacancies One
Desired Start Date
Position End Date (if temporary)
Limited to Current UA Employees No
Contact Information for Candidates

Samantha Sowerby

Applications must be submitted online.
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Open Date 05/12/2017
Close Date
Open Until Filled Yes
Review Begins On 05/26/2017
Special Instructions to Applicant
Diversity Statement

At the University of Arizona, we value our inclusive climate because we know that diversity in experiences and perspectives is vital to advancing innovation, critical thinking, solving complex problems, and creating an inclusive academic community. We translate these values into action by seeking individuals who have experience and expertise working with diverse students, colleagues and constituencies. Because we seek a workforce with a wide range of perspectives and experiences, we encourage diverse candidates to apply, including people of color, women, veterans, and individuals with disabilities. As an Employer of National Service, we also welcome alumni of AmeriCorps, Peace Corps, and other national service programs and others who will help us advance our Inclusive Excellence initiative aimed at creating a university that values student, staff and faculty engagement in addressing issues of diversity and inclusiveness.

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Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Can you perform the essential functions (job duties) of this position with or without accommodation?
    • Yes
    • No
  2. * Where did you first learn about this position?
    • Arizona Daily Star
    • Arizona Republic
    • Chronicle of Higher Education
    • Department of Economic Security (DES)
    • Diverse Issues in Higher Education
    • Hispanic Outlook in Higher Education
    • Jobing.Com
    • LinkedIn
    • Local Job Banks
    • Pima County One-Stop
    • Professional Conference
    • Professional journal/publication
    • Referred by UA Employee
    • Invited by Dept to Apply
    • UA Website
    • Other
  3. * Do you have a Bachelor’s Degree in a related field (Business Administration, Social Sciences, Library & Information Science, Non-Profit Management) and a minimum of five (5) years of professional work experience, with at least three (3) years in prospect development related activities; OR, Any equivalent combination of experience, training and/or education?
    • Yes
    • No

Documents Needed to Apply

Required Documents
  1. Cover Letter
  2. Resume
Optional Documents