Advisor (Manager) – Prospect Development & Research

OhioHealth Foundation

Advisor (Manager) – Prospect Development & Research

Blom Administrative Campus

Full-time

JR116937

We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more – in our careers and in our communities.

JOB SUMMARY

Reporting to the Director of Foundation Operations, the Manager of Prospect Development & Research oversees the identification, research, and analysis of current and potential donors developing comprehensive strategies for managing donor relationships. By ensuring the effective use of data analytics, the Manager informs and enhances fundraising strategies, contributing to pipeline development across the Foundation. This role ensures the creation of robust gift officer portfolios aligned with institutional priorities and adapts to emerging priorities mid-cycle, oversees the development of event and travel briefings for Senior Leadership and the President, conducting due diligence research for major donors, and establishing institutional policies and database practices. Through these efforts, the Manager transforms data into actionable insights, maximizing operational effectiveness and driving the institution’s philanthropic success.

MINIMUM QUALIFICATIONS

• Bachelor’s degree (required)
• Seven years of progressively responsible experience in prospect research, donor cultivation strategy, development, or management within healthcare, higher education, nonprofit, or philanthropic institutions.

 

SPECIALIZED KNOWLEDGE

• Experience in managing and leading a team, with a focus on developing and implementing prospect development strategies.
• Experience in fundraising strategies, donor relations, and managing donor pipelines.
• Demonstrated proficiency in using Blackbaud systems (preferably Raiser’s Edge NXT and ResearchPoint) and data analytics tools to drive decision-making and strategy.

DESIRED ATTRIBUTES

• Proven ability to manage complex projects, including campaign planning and execution, data integrity initiatives, and the development of policies and procedures.
• Demonstrated ability to analyze data and provide actionable insights for fundraising strategies.
• Ability to think strategically and develop long-term plans that align with organizational goals.
• Ability to analyze, synthesize and organize data, and present findings in a comprehensible manner for different audiences.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).
• Ability to be detail-oriented and thorough; skilled at anticipating and preventing potential problems and handling a wide variety of tasks with efficiency and accuracy.
• Strong commitment to a quality work product.
• Demonstrated ability to effectively communicate verbally, in writing and electronically.
• Effective interpersonal skills as evidenced in the ability to collaborate with a variety of constituencies.
• Demonstrated commitment to justice, equity, inclusion & diversity.
• Demonstrated skill in adapting to and performing work effectively in high-volume, high accountability, confidential environment with multiple and changing priorities.
• Effective organizational, logistical, time management and planning skills with the ability to manage and prioritize multiple tasks/projects simultaneously, prioritize and fulfill the functions of an office in a timely manner.
• Ability to self-motivate and work independently.
• Ability to provide effective leadership and training, and to work effectively and professionally across functions, disciplines, levels, and with diverse groups.
• Knowledge of contemporary leadership and management methods to ensure employee success and achievement, and demonstration of related and applicable skills as evidenced by the ability to effectively direct, assess and evaluate performance of direct reports.
• Ability to provide employee development, training, and opportunities for direct reports to demonstrate performance achievement and success; recognizing performance of both above standards and needs improvement and respond accordingly.
• Skilled at communicating feedback verbally, in writing and electronically; and documenting performance via introductory and annual performance appraisals.
• Skilled in developing and determining corrective employment/performance/behavioral strategies, as needed.
• Demonstrated ability to design and execute performance improvement plans, conducting disciplinary action and/or determining the appropriateness of employment continuation.

 

BEHAVIORAL COMPETENCIES

Leadership Competencies:

 

INFORMATION SECURITY

Maintains confidentiality of log-on password(s) and security of other authentication devices (e.g., key fobs, proximity devices, etc.).
Ensures privacy and security of information entrusted to their care.
Uses company business assets and information resources for management-approved purposes only.
Adheres to all information privacy and security policies, procedures, standards, and guidelines.
Promptly reports information security incidents to the OhioHealth Information Security Officer.

 

RESPONSIBILITIES AND DUTIES

25% – Prospect Development Strategy

• Operationalize the annual work plan process for fundraising teams and individual gift officers to meet fundraising goals across teams and priorities.
• Oversee the development and documentation of gift officer metrics, and the creation of reports and dashboards that provide real-time insights into portfolio performance.
• Develop and deploy a robust grateful patient screening strategy for potential major gift prospects.
• Collaborate with leadership to refine the definitions and metrics of fundraising and gift officer success, coordinating the development of necessary reports to monitor activity and outcomes.

20% – Prospect Pipeline Building and Management

• Define and document the criteria for strong prospects through analysis, staff consultations, and organizational knowledge.
• Support the development of a fundraising strategy for the maturation of the prospect development pipeline – from engagement to annual fund giving through major gifts and planned giving.
• Lead prospect strategy, portfolio review, and moves management meetings with fundraisers to ensure comprehensive qualification efforts and healthy portfolio churn.
• Develop and implement orientation and ongoing training sessions for the prospect management program.
• Determine and document relationship management data standards, ensuring consistency in data recording, searching, exporting, and policy governance.
• Partner with the Stewardship and Donor Relations team to develop and implement effective stewardship strategies to align stewardship activities with overall fundraising strategies and goals.

15% – Prospect Development Policy, Database Management, and Analytics

• Develop and implement institutional policies and procedures for prospect development and management, ensuring alignment with best practices and organizational goals.
• This includes setting standards for data entry, prospect tracking, and reporting to ensure consistency, accuracy, and compliance across the team.
• Serve as a subject matter expert in database management and analytics, building and documenting the database to support prospect development in partnership with the Sr. Database Administrator and Director, Foundation Operations.
• Oversee data hygiene practices for prospect research data points.
• Utilize prospect screening tools to ensure appropriate portfolio composition for all gift officers, collaborating with Foundation leaders to grow portfolio coverage.
• Audit and develop a research tool procurement and utilization strategy, ensuring the effective use of prospect development and research vendors.
• Develop a roadmap for prospect development and portfolio management applications in Raiser’s Edge NTX and ResearchPoint.
• Deploy advanced data visualizations and predictive models to assist gift officers and enhance fundraising efforts.
• Utilize tools such as PowerBI to create dynamic dashboards and reports that provide actionable insights and support strategic decision-making in prospect identification and donor engagement.

15% – Campaign Planning

• As the Foundation transitions into the next comprehensive campaign, support the development of priority-specific prospect pools and conduct in-depth research to identify and qualify potential donors, ensuring alignment with campaign objectives.
• Engage with outside campaign counsel team and VP of Philanthropy to ensure major donor strategies are executed.
• Leverage advanced tools such as ResearchPoint, and iWave—to enhance prospect research capabilities and optimize campaign planning and execution.

15% – Prospect Screening, Data Analysis and Briefings

• Oversee prospect evaluation and analysis methodology, conduct routine checks, and deploy updated methodologies annually.
• Streamline processes for briefing requests and deliverables, ensuring high-quality and comprehensive requests for events, gift officer travel, presidential and board requests, and gift review committees.
• Conduct due diligence background checks on potential donors to ensure alignment with the institution’s mission and culture, and to mitigate any potential risks.

10% – Supervision

• Manage the prospect development and research team which includes one full-time staff.
• Stay current with trends, best practices, and ethical standards in the field of prospect development and research by actively engaging with professional organizations such as APRA (Association of Professional Researchers for Advancement) and AHP (Association for Healthcare Professionals).
• Adhere to the APRA Code of Ethics to ensure all prospect development activities are conducted with integrity and professionalism.

 

Work Shift:  Day

Scheduled Weekly Hours:  40

Department:  OhioHealth Foundation

 

Join us!
… if your passion is to work in a caring environment
… if you believe that learning is a life-long process
… if you strive for excellence and want to be among the best in the healthcare industry

 

Equal Employment Opportunity

OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment