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Job Code: 1910
Job Level: 13
Revised Date: 06/01/2023
Job Family: JF 34

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Occupational Summary

Provides strategic services to fundraisers at all stages of the development cycle, including but not limited to, the identification of new prospects, optimization of portfolios, and assessment of portfolio productivity. Reporting to the Senior Director of Prospect Management and Pipeline Development, this role is collaborative and interfaces with staff throughout DHDAA and Duke Alumni Engagement and Development (DAED).

Work Performed

Collaborate with DAED Prospect Development on prospect management policies and best practices for donors and alumni.

Maintain comprehensive guidelines specific to DHDAA for patient prospects and the Salesforce CRM that provide organization-wide transparency, consistency, coordination, and collaboration of fundraiser engagement activities. Design and implement prospect management standards, policies and procedures, as needed, specific to DHDAA. Assist in the development of portfolio metrics to measure portfolio performance.

Maintain knowledge of applicable information technology and tools within DAED and DHDAA. Help ensure the integrity DHDAA of prospect management data within the Duke Development and Alumni Database (DADD) and Salesforce.

Regularly review data entered by fundraisers and support staff and provide guidance and coaching to align with policies as needed.

Build and maintain strong partnerships with frontline fundraisers and support staff. Collaborate with fundraising leaders to ensure gift frontline fundraisers are adhering to prospect management protocols.

Serve as a prospect management subject expert. Create and maintain training programs and content for end users on various technology platforms and business processes as it pertains to prospect management and pipeline development.

Analyze gift officer portfolios and interpret findings. Help lead robust portfolio and pipeline optimization meetings for fundraisers. Refine and enhance these meetings to meet the objectives of the organization.

Facilitate strategic meetings with fundraisers and DHDAA leadership on new and existing initiatives in support of effective prospect management.

In partnership with the Senior Director and Director of Prospect Research, develop proactive identification and curation efforts for patient and alumni prospects. Provide direction and assistance regarding portfolio building efforts for new fundraising staff.

Provide data-informed guidance to fundraising leadership for gift officer staffing decisions.

Support the mechanisms to ensure a robust and sustainable pipeline including: active prospects at all giving levels, active prospects in all stages of the development cycle, and the curation and identification of new prospects.

Measure the efforts of a robust and sustainable pipeline including evaluating: if the appropriate prospects are being managed, if assigned prospects are being engaged, and if we are moving prospects forward at a reasonable pace.

Conduct biographical, wealth, financial and philanthropic research on prospects, analyze and interpret findings, and assign gift capacity ratings as needed.

Develop acquisition and engagement strategies for new and existing donors.

Implement a process and tracking methods to manage multiple concurrent projects for organization within the team and transparency across the organization.

Solicit feedback from stakeholders on projects and deliverables.

Required Qualifications at this Level


Bachelor's degree required in a relevant area.


Requires a minimum of four years experience in prospect research and prospect management.


The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.