Manager, Constituent Research, on-site Las Colinas, Irving Texas

Elaine Tucker

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Position Summary
Working under the supervision of and in collaboration with the Executive Director-Database, the Program Manager Constituent Research has the primary responsibility and oversight for meeting the prospect identification, qualification, research needs, and moves management processes for the CHRISTUS Foundations. This position also administers the daily grateful patient/guest relations program. The Manager will contribute to the planning and implementation of activities to maximize private sector support and work collaboratively with the Executive Directors to identify and evaluate specific prospective donors for cultivation and major gift solicitation. This position works from CHRISTUS Ministry System Office in Irving, Texas.

Position Responsibilities

• Conducts and completes research for all major donor prospects.
• Designs, develops, implements and coordinates all methodologies for prospect research, criteria for analysis and review, protocols for written materials and systems for distribution and retrieval of information.
• Designs and utilizes systems to identify new major donor prospects, utilizing all available resources.
• Oversees prospect rating and screenings, ensures timely delivery of vital prospect data.
• Collaborates with Executive Directors throughout the cultivation, solicitation, and stewardship process of individual major gift portfolios including regular Prospect Management meetings with each Executive Director.
• Maintains Raiser’s Edge reports for each Executive Director and Gift Officer to track and manage the moves management process, notes/actions and productivity.
• Collaborates annually with Executive Director-Database to insure regular Blackbaud Target Analytics Screen is performed.
• Manages the daily upload of grateful patient reports, segment data, and identify key prospects and constituents. Ensures computer screening processes are completed daily and provides Executive Directors with daily screening reports.
• Manages capital campaign naming opportunity records.
• Tracks qualified “moves” in major donor prospect cultivation strategies.
• Maintains fundraiser portfolios with regular reviews to update, change, etc. Captures pertinent prospect/donor information and provides cultivation strategies.
• Collaborates closely with Database Services Team to insure cross-training and back-up of screening and prospect management processes.
• Assists in proposal preparation, printing, mail merging and preparing background information and materials for cultivation, solicitation and planned giving activities as needed.
• May occasionally assist with other projects as needed.

Work Schedule:
5 Days - 8 Hours

Work Type:
Full Time