Assistant Director, Gift and Prospect Data

Department
 

BSD DEV - SRA - Research 2

About the Department
 

Medicine and Biological Sciences Development’s mission is to inspire and facilitate philanthropy at the University of Chicago Medicine by building relationships with those who share its goals of advancing excellence in research, education, community, and patient care. We accomplish this mission through expertise, integrity, creativity, and collaboration.

Job Summary
 

The job conducts biographical and financial research on individuals, corporations, and/or foundations to support fundraising. Identifies prospective donors using research and analysis through use of standard procedures. Forecasts and measures the effectiveness of the fiscal year and overall campaign progress, which will help employees in the job acquire higher-level knowledge and skills.

Responsibilities

• The Assistant Director, Gift and Prospect Data for Strategic Research and Analysis to is responsible for biographic and prospect data maintenance and supporting gift processes in the office of Medicine and Biological Sciences Development.

• Leads all projects related to the control and quality of Medicine and Biological Sciences Development biographic and prospect data residing in the University’s constituent relationship management (CRM) database; trains staff in the interpretation and proper use of this data and policies governing its use; and provides timely, accurate, and ongoing maintenance of CRM data and regularly audits the managed portfolio to ensure data integrity. 

• Manages and supports key gift processes on behalf of Medicine and Biological Sciences Development. These include: administering and supporting the pledge process, processing checks, facilitating the creation of new gift accounts, auditing gift accounts, and related activities.

• Creates new constituent and prospect records in the University’s CRM.

• Maintains prospect data in a timely manner and in compliance with all applicable MBSD and University prospect management policies.

• Conceives of and executes an annual schedule of audits to ensure the accuracy and completeness of prospect data across MBSD’s managed portfolio.

• Facilitates the CRM onboarding of new MBSD staff.

• Ensures the timely and accurate processing of all checks received at the Medicine and Biological Sciences Development office.

• Administers new pledges and gift agreements: advises relationship managers on MBSD’s pledge checklist; coordinates with the Gift Management Specialist, Office of Gift Planning, and relationship managers to draft new gift and pledge agreements in accordance with relevant MBSD and University protocol; sends signed gift agreements to the Office of Gift Planning for counter-signature; and ensures counter-signed agreements are recorded in the appropriate files.

• Develops, maintains, and updates information on new and existing prospects, solving problems as they arise.

• May provide guidance to analysts, train staff members on fundraising, report writing, and research.

• Performs other related work as needed.

Minimum Qualifications
 

Education:

Minimum requirements include a college or university degree in related field.

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Work Experience:

Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.

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Certifications:

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Preferred Qualifications

Experience:

• A minimum of three years of data management and project management in an academic or corporate setting or equivalent experience.

• A minimum of two years of experience with gift processing.

• Experience in an academic medical center or higher education.

Preferred Competencies

• Proficiency with databases, Windows, network based electronic environments, and the Internet required.

• Excellent analytical and communication skills.

• Ability to express information clearly and concisely, whether orally or in writing required. Exceptional organizational skills required.

• Discretion and confidentiality.

• Experience with an Advance CRM strongly preferred; experience with Salesforce.

Application Documents

• Resume/CV (required)

• Cover letter (required)

When applying, the document(s) MUST  be uploaded via the My Experience page, in the section titled Application Documents of the application.

Job Family
 

Alumni Relations & Development

Role Impact
 

Individual Contributor

FLSA Status
 

Exempt

Pay Frequency
 

Monthly

Scheduled Weekly Hours
 

37.5

Benefits Eligible
 

Yes

Requires Compliance with University Covid-19 Vaccination Requirement
 

Yes

Drug Test Required
 

No

Health Screen Required
 

No

Motor Vehicle Record Inquiry Required
 

No

Posting Statement
 

Employees must comply with the University’s COVID-19 vaccination requirements. More information about the requirements can be found on the University of Chicago Vaccination GoForward .
The University of Chicago is an Affirmative Action/ Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.

 

Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.

 

We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.

 

All offers of employment are contingent upon a background check that includes a review of conviction history.  A conviction does not automatically preclude University employment.  Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.

 

The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu . Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.