Development Executive (Research &
Stewardship)
Role Description
Grade & Salary:
Campus Location:
Line Manager:
Line Management
Responsibility for:
Role Summary:
Grade 5, £30,738 - £36,672 per annum
Sighthill
Head of External Engagement
N/A
Responsible for creating, developing and managing the University’s
prospect research strategy and supporting the Fundraising Team’s moves
management as part of the ER&C team; this will include developing
systems to identify potential supporters (high-net worth individuals, trust
and corporations); recommending the tools required to implement this; and
supporting aspects of cultivation and stewardship programmes (including
events) for prospects and donors.
The role holder will be expected to develop a comprehensively analysed
prospect base – through proactive research – capable of providing
financial support for Edinburgh Napier’s funding priorities and campaign.
Main Duties and Responsibilities (summary, full job description attached)
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Develop and manage a research strategy, which will continually identify a comprehensive
list of potential donors capable of providing financial support for Edinburgh Napier’s range of
fundraising priorities and the Transforming Tomorrow, Together Campaign, both at home
and overseas.
Develop individual donor plans and solicitation strategies for identified prospects in
partnership with the fundraising team, including the Director of ER&C.
Identify and subscribe to specialist software and other relevant research tools and resources,
which are capable of underpinning the research strategy. This will include reading daily
newspapers, magazines, periodicals and relevant web sites and responding to relevant
articles, either by informing others of a suggested action or drafting correspondence, as well
as analysing web-based databases and data mining.
Responsible for developing a stewardship plan for middle, major and leadership donors –
including a calendar of communications – as well as cultivation plan for prospects and
influencers, ensuring that fundraising staff manage the programme for their own prospects.
Liaise with the Operations Team to ensure that database systems are in place to manage
this process.
Active role as part of the Fundraising Team working closely with fundraising staff to ensure
a clear understanding of fundraising priorities, which will allow the identification/matching of
potential prospects to relevant projects, as well as liaising with internal academics and
administrative departments, and the Principal’s Office to research links between the
University and individuals, trusts and corporations.
Manage the moves management process, ensuring that all prospects are moving through
the different solicitation stages in a timely manner, that proposal are being developed and
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asks made, including planning and Chairing prospect meetings and liaising with the
Operations Team to ensure that appropriate database systems are in place to produce
reports and monitor approaches.
Manage the Prospect Management System, ensuring that data integrity is maintained and
that the ‘moves’ management process is efficient and effective. Using this system, create
prospect/donor management reports, as requested, for the fundraising team.
Responsible for inputting into guest lists and table plans for high profile events. Preparing
briefing notes on guests for staff and influencers.
Undertake necessary training to keep up-to-date with developments in fundraising, data
protection and freedom of information.
Carry out any other duties as specified by the Head of External Engagement including
providing some administrative and event support where needed.
Be responsible for ensuring that the information and records processed (received, created,
used, stored, destroyed) on behalf of the University are managed in compliance with ALL
applicable legislation, codes and policies e.g. Data Protection, Information Security and
Records Management.
Person Specification
Attributes
Essential Requirements Desirable Requirements
Education/Qualifications
Educated to Undergraduate Post graduate qualification
level
and/or
equivalent
professional qualification.
Experience
Experience should include:
Sector experience
University.
in
a
Previous
experience
of
working in a research role, Working at a senior level
preferably in a fundraising
environment.
Direct fundraising campaign
experience.
Experience
of
using a
customer
relationship Demonstrate evidence of a
management database, such strategic
approach
to
as
Raiser’s
Edge. researching prospects for
fundraising purposes.
Experience
and
understanding
of
the Demonstrate success of how
fundraising environment and the research process has
major gift process.
secured financial returns for a
previous institution.
Skills/Personal
Requirements
Excellent interpersonal and
communication
skills,
enabling interaction effectively
with internal and external
contacts at all levels.
Experience using reporting
software such as Crystal
reporting;
Tableau
and
customer
relationship
management databases such
as Salesforce and Microsoft
Excellent
organisation, Dynamics
planning
and
time
management skills with a
keen eye for detail.
Able to work and contribute
within a team environment
and respond to target driven
performance reviews.
Excellent IT and internet skills,
including Microsoft Outlook,
Word, Excel and PowerPoint.
The ability to play an
ambassadorial
role
for
Edinburgh Napier at internal
and
external
required.
events
Excellent
numeracy
literary skills
if
and