Prospect Management Analyst

Heather Craig

Located in Minneapolis, MN (downtown - free parking provided)

Purpose of Position:

Support the vision, mission and values of The Basilica of Saint Mary and The Basilica Landmark by conducting prospect research, managing the constituent database, executing fundraising appeals and developing donor cultivation strategies.

This full-time, exempt position is eligible for benefits including: Medical, Dental, Prescription, Vision and Life insurance; Employer matched 403(b) plan; Paid vacation, sick leave and holidays; HSA / FSA plan. Hybrid work arrangements will be considered. Salary commensurate with experience.

To apply, please send resume and cover letter to Audra Johnson, Director of HR & Finance at ajohnson@mary.org.

Scope of Position:

• Reports to Director of Development.
• Director of Development assigns work and manages performance.
• Supervises the Gift Processor.

Position Qualifications:

As a “Traditional Church with a Modern Message,” a high level of comfort with the mission of The Basilica is vital, along with an understanding of the mission of The Basilica Landmark. Must have a demonstrated commitment to working in a collaborative environment.

• College degree and experience in a development office, non-profit setting or comparable experience.
• Prospect research experience.
• Database management experience specifically Raiser’s Edge (RE) or comparable database management software.
• Capital Campaign experience preferred.
• Strong analytical skills.
• Strong interpersonal and organizational skills.
• Excellent written and oral communication skills.
• Project management skills.
• Proven ability to work independently.
• Ability to maintain confidentiality about prospect and donor research, and other department discussions.
• Ability to work with a variety of people and work styles in a small office environment.
• Experience with grants a plus.

Primary Functions / Duties and Major Activities:

Develop and implement research strategies and set priorities to prepare for annual appeals and future capital campaigns.

• Work with the Director of Development to update and implement a research plan with priorities, timeline, and budget.
• Responsible for identifying prospective major and leadership donors for annual appeals and Capital Campaign efforts by using publicly available resources and subscription services including LexisNexis, WealthEngine, Omatic.
• Responsible for coding, managing, and generating reports for all prospect lists.
• Maintain prospect and proposal fields in database.
• Enter all information gained through research in RE to maximize search ability.
• Invite and encourage development and parish staff to assist with critical data collection.
• Be ready to work and complete all assigned responsibilities.

Work with the Director of Development, Pastor/Rector, Gift Officers and other staff to develop and implement cultivation and closing strategies for major / leadership donors and prospects.

• Continuously identify and assign new prospects to development officers’ pipelines and optimize the prospect/donor pool through a regular portfolio review process.
• Assist with determining what contacts, meetings, proposals and follow-up are needed for donor and prospect cultivation.
• Assist with scheduling and facilitating donor / prospect appointments as needed.
• Assist the Director of Development with review of current cultivation activities, and suggest new events and/or projects.
• Prepare prospect/donor bios of key constituents attending to Development events.
• Evaluate event attendees to identify future leadership and major donor prospects.
• Generate mailing lists for all relevant department mailings and code accurately in RE database.

Coordinate all appeals (print and electronic) to create the case and the stories that invite people to donate to The Basilica of Saint Mary, Saint Vincent de Paul, and The Basilica Landmark.

• Manage appeal timeline, ensuring appeals are on time, on budget and all fundraising goals are met.
• Maximize campaign results by implementing current fundraising trends, as well as data driven analysis of past successes and failures.
• Collaborate with Director of Communications, fellow development staff, contracted designers, writers and printer to produce all printed and electronic appeal collateral, including envelopes, letters, brochures, gift commitment forms, electronic asks and social digital posts.

Manage all appeal segmentation, prospect list management and appeal reporting to maximize donor database and to ensure fundraising success for the parish and The Landmark.

• Develop and produce queries, donor profiles, dashboards, action tracks, custom reports, and mailing lists to support the work of development officers and to help the development department achieve its goals for all campaigns and appeals.
• Prepare appeal lists and appeal reports that include ask amounts and assigned solicitors.
• Prepare prospect memos for Pastor/Rector, Director of Development, Development Officers, other staff members and visit volunteers as needed.
• Run reports on annual appeal and capital campaign status. Communicate with staff and volunteers to keep them updated on campaign progress.
• Oversee data entry, gift processing and gift acknowledgment and ensure best practices are followed.
• Establish coding protocols consistent with past campaigns, and train staff to use these coding systems.
• Oversee “Past Due” communications.

Administrative Duties

• Oversee the work of the Gift Processor to ensure timely production and distribution of gift commitment reminders, envelope lists, invoicing and past due reminders.
• Maintain necessary queries in RE.
• Work closely with and coordinate data projects with the Database Administrator.
• Assist with year-end donor report mailing (November/December), invitation and appeal mailings.
• Prepare annual tax letters and mail to donors each January.
• Provide back-up assistance for gift processing and other record keeping including peak times after Christmas, pledge campaigns and Easter.
• Provide RE assistance to development staff as needed.

Basilica of Saint Mary – Staff Responsibilities

• Participate in weekly major gift strategy meetings and Development staff meetings.
• Attend Basilica “All Staff” meetings.
• Provide timely response to emails and voicemails.
• Take on additional responsibilities as assigned by the Director of Development.

Mental Demands

• Possess good people and listening skills.
• Able to follow instructions; work independently on routine and regular responsibilities to accomplish tasks within appropriate deadlines.
• Possess the ability to recognize the need for and to maintain confidentiality.
• Work well with others while maintaining a positive and helpful attitude at all times, even high intensity times.