Prospect Development Associate
Texas State University
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Benefits offered by this job
Job summary
Texas State University is seeking a Prospect Development Associate to support identifying and researching potential philanthropic supporters. The role emphasizes wealth research and assisting frontline fundraisers in portfolio management and donor engagement.
The position involves maintaining constituent records, leading targeted research projects, and recommending process improvements while upholding APRA standards.
Qualifications
- Proven ability to collaborate closely within a team while managing independent projects.
- High level of computer literacy with experience in online research.
- Experience with data entry, data analysis, databases, or working with data sets.
- Experience in training, teaching, advising, or similar service-oriented role.
- Strong analytical, writing, and presentation skills with the ability to synthesize information from multiple sources.
- Experience presenting findings clearly both verbally and in writing; highly organized and deadline-driven.
- Proficiency with Excel, Word, Outlook and other Office components.
Responsibilities
- Identify, evaluate, and recommend potential philanthropic supporters and provide input on fundraising strategy.
- Lead proactive wealth screenings for the team.
- Provide research and analysis of biographical, philanthropic, professional, and financial data in written bios, summaries, event bios, and prospect lists.
- Track prospects and donors via daily news, alerts, and internal information.
- Identify acquaintances through relationship mapping to facilitate institutional involvement.
- Lead specific prospect research projects with supervisor guidance.
- Supervise and delegate work to student workers as needed.
- Assist with donor database maintenance, data entry and audits.
- Meet with development staff to support activities and develop recommendations to meet goals.
- Assist in evaluating new resources and vendor services.
- Assist in analyzing best practices for donor giving and process improvements.
- Uphold APRA standards.
Skills
Education
Tools
Job description
This position holder must have the ability to leverage approved generative AI tools to draft, edit, and summarize routine communications, while exercising professional judgment and adhering to university privacy and data security policies.
This position may involve optional participation in evening or weekend events that support departmental outreach and campus engagement; staff are invited, but not required, to take part in these activities in coordination with their supervisor.
Are you passionate about higher education accessibility? Do you enjoy detail-oriented work and being a part of a collaborative team? If so, the Prospect Development Associate role may just be the perfect opportunity for you to join the team at Texas State University. The Prospect Development Associate position plays a vital role in sustaining the mission of the University Advancement division. The Associate is responsible for identifying and gathering intel on potential philanthropic supporters of Texas State University. Key tasks include prospect identification and research, basic portfolio management tasks, and fundraising strategy recommendations.
The Associate will specialize in individual prospect research, with a specific focus on wealth research. Additionally, the Associate will assist the frontline fundraisers in maintaining their portfolios of assigned prospects and assist in maintaining the prospect pipeline. Additional duties include maintaining constituent records, leading specific research projects, recommending best practices, and assisting in recognizing and identifying the need for process improvements.
- Identifying, evaluating, and recommending potential philanthropic supporters of Texas State University and providing input on fundraising strategy.
- Lead proactive wealth screenings for the team.
- Provide research and analysis of biographical, philanthropic, professional, and financial/asset data in the form of written bios, summaries, event bios, and prospect lists.
- Tracking prospects and donors through monitoring daily news, online alerts, and utilizing internal information.
- Identifying acquaintances through relationship mapping to facilitate institutional involvement.
- Leading specific prospect research projects with supervisor guidance.
- Supervising and delegating work duties to student workers as needed.
- Assist with maintaining the donor database and keeping records updated through data entry, data audits, and other database related tasks as needed.
- Meet with development staff to support activities, initiatives, and portfolios; assist in developing recommendations and strategies to help the fundraising team meet goals.
- Assist in the identification and selection of new research resources; assist in the evaluation and selection of vendor services.
- Assist in analyzing best practices for donor giving and identifying opportunities to improve business practices.
- Maintain and uphold the professional and ethical standards set by the Association of Professional Researchers for Advancement (APRA).
Proven ability to collaborate closely within a team while managing independent projects. High level of computer literacy with experience in online research. Experience with data entry, data analysis, databases, or working with data sets. Experience in training, teaching, advising, or similar service-oriented role; the ability to listen, interpret, and process information and respond with suggestions based on the needs of the end‑user. Strong analytical, writing, and presentation skills with the ability to synthesize, organize, material from multiple sources. Experience presenting and articulating findings clearly and concisely both verbally and in writing. Highly organized and able to track and manage multiple projects simultaneously, prioritize work projects, and meet deadlines with minimal supervision. Demonstrated proficiency and experience using Microsoft Excel, Word, Outlook and experience with other components of Microsoft Office suite to organize, format, and present data.
Bachelor’s degree. Proficiency in online tools for foundation, corporate, and individual research. Previous experience in wealth research or asset valuation. Previous work experience in a fundraising support role. Proficiency in LexisNexis, ResearchPoint, Tableau, Banner, Foundation Directory Online, NOZA, Raiser’s Edge Fundraising Software, Microsoft Power BI, SPSS, SQL or similar databases. Demonstrated advanced skills in Microsoft Excel and Microsoft Word with experience using pivot tables, charts and graphs, word merges, and design templates. Ability to work from a solution driven prospective; able to recognize problems and develop detailed solutions with a plan for implementation. Adept at working both independently as well as collaboratively. Previous experience recommending process improvements and technology tools.
Texas State University is committed to a policy of non-discrimination and equal opportunity for all persons regardless of race, sex, color, religion, national origin or ancestry, age, marital status, disability, veteran status, or any other basis protected by federal or state law in employment, educational programs, and activities and admissions.
Employment with Texas State University is contingent upon the outcome of record checks and verifications including, but not limited to, criminal history, driving records, education records, employment verifications, reference checks, and employment eligibility verifications.
In accordance with federal law, all new employees must complete the Form I‑9 and provide acceptable documentation verifying their identity and authorization to work in the United States. Texas State University participates in E‑Verify, and employment is contingent upon the successful verification of work authorization. Employees are required to maintain valid work authorization to satisfy the conditions of Form I‑9 at all times during their employment and the university makes no implicit or explicit promises to financially support visa or permanent residency applications.
- Comprehensive health insurance with 100% premium coverage for employees and 50% for dependents, starting on your first day.
- Generous Time Off: Enjoy vacation, holidays, sick leave, and more to maintain a healthy work‑life balance.
- Wellness and Balance: Access a free wellness program, plus mother and family‑friendly resources to support your personal well‑being.
- Professional Growth: Explore a wide range of training, development courses, certifications, and educational support programs.
- Welcoming Campus: Become part of a vibrant Bobcat community with numerous social and professional networks.
- Tuition Benefits: Take advantage of tuition support for yourself and for your dependent children, making higher education more accessible for your family.
- Retirement Security: Secure your future with TRS pension, retirement plans, and voluntary savings options with strong employer contributions.
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