Global Prospect Research Manager

Global Prospect Research Manager
Rolling process, final deadline for applications is Sunday September 3^rd 2023.

Location:                      Home based with regular travel to UK. EU offices
Reporting to:                   International Head of Philanthropy
Manages:                          No direct reports            
Annual salary:                 £38K - £45K GBP
Contract type:                 Permanent
Working hours:               Part time/Full time
Candidate level:              Manager

Background

Compassion in World Farming International was founded in 1967 in England by Peter Roberts, a British farmer who became horrified by the development of intensive factory farming. Over 50 years ago, Peter decided to make a difference and take a stand against this farming system. In his lifetime, Peter saw the demise of veal crates and gestation crates in the UK, and in Europe, achieved recognition that animals are sentient beings.
This is an exciting time to join the Global Philanthropy team at Compassion in World Farming and contribute to delivering their mission to end factory farming. With growing awareness of the impact of factory farming, not only on animal welfare, but on human health and the environment, now is a unique moment to help raise money for Compassion’s work and bring new supporters on board.

Annual gross income to Compassion was £14.1 M GBP in FY21/22, a growth of 57% since 2020. The Global Philanthropy team has a strong track record, increasing income from £300 K in 2012/13 to over £5.2 M in 2022/23. Compassion has just launched a new three-year strategy, alongside a fundraising growth plan that aims to significantly grow income by 2030.

Purpose of role
In the role of Global Prospect Research Manager, you will be responsible for developing and implementing a new prospect research function in the Global Philanthropy team. This is a global role, focusing on the UK, US, and European markets (where our fundraising is most active). You will provide strategically aligned prospect research, identifying and prioritising potential new donors, and supporting the team to develop funding partnerships based on donor interests, capacity and motivations. You will also be a skilled networker and relationship builder, working with colleagues across the organisation to map networks and identify new funding opportunities.
You will play an important role in implementing our Ethical Fundraising & Donation Acceptance policy, ensuring a high-level of rigour in its application, as well as ensuring adherence to GDPR regulations and best practice.

We are looking for someone who has focus, determination, attention to detail and knowledge of philanthropic research and trends. This new post presents an exciting opportunity to build on our existing policies and processes and create and implement new systems and templates to maximise our philanthropic fundraising.

You will report to the International Head of Philanthropy and work closely with the US Head of Philanthropy as part of a dynamic and supportive team of 11 major gift and trust fundraisers based in the UK and USA. You will also support the Global Director of Fundraising with due diligence and high-level prospecting work when required.

Position in the organization

• Reports to the International Head of Philanthropy (Rachel Molho), with a dotted line to the US Head of Philanthropy.
• Develops strong and effective working relationships with the wider Global Philanthropy team, CRM team and Individual Giving teams in the UK, US and European markets.
• This role is part of the Global Fundraising Team of over 50 staff, consisting of Philanthropy, Individual Giving, Legacies, Digital, CRM database, and Brand & Production teams based in the UK (HQ) and six country markets in the EU and USA.
• No direct reports.

Scope of the job

• Develop a global prospect research function, focusing on prospects based in the UK, US and Europe.
• Develop systems and processes to identify, research, and prioritise prospects from the database (Salesforce) and elsewhere, working closely with colleagues in CRM and Individual Giving teams.
• Produce detailed in-depth prospect research profiles.
• Support the Global Philanthropy team with our Ethical Fundraising & Donation Acceptance policy and conduct due diligence for new donors.
• Use Salesforce to report on and analyse our prospect pool and identify new donors.
• Support the team to maintain accurate donor records and ensure compliance with GDPR.
• Contribute to wider philanthropy activity and the overall success of the team.

Primary responsibilities
Essential duties and responsibilities include the following:

• Conduct comprehensive research to identify and evaluate potential individual donors, foundations, corporations, and other funding sources with the capacity and affinity to support Compassion.
• Build strong relationships with senior colleagues and programme staff to map out funding opportunities and networks.
• Analyse and assess prospects' philanthropic interests, giving capacity, giving history, connections, and other relevant factors to determine their potential as donors. Provide strategic recommendations on cultivation and solicitation strategies based on research findings.
• Prepare detailed and concise profiles on prospects, including key biographical information, giving history, areas of interest, relationships, and any other relevant information. Collaborate with fundraisers to develop strategies for engaging and stewarding prospects.

Data management and analysis

• Create and interpret Salesforce reports to manage the prospect pipeline.
• Manage the storage of donor profiles and due diligence, optimising use of Salesforce, adhering to data protection, and ensuring consistency and integrity of research and data.
• Work with colleagues in the Individual Giving Team and Database Team to enhance use of Salesforce. 

Prospect strategy development

• Create an overarching strategy for the prospect research function, in collaboration with colleagues in Global Philanthropy, which delivers a strong and sustainable prospect pipeline to achieve our fundraising targets.
• Identify opportunities across all markets to increase our supporter base, and feed this into our strategy.
• Assist the International Head of Philanthropy and the US Head of Philanthropy with the development of targets, policies, and procedures.
• Build internal relationships to improve supporter journeys and optimise income.

Ethics and compliance

• Lead on the implementation of the Ethical Fundraising and Donation Acceptance Policy and conduct in-depth screening where required.
• Maintain the systems and processes that allow us to instigate and update due diligence carried out on prospects and supporters. 
• Ensure compliance with all regulatory and best practice standards, specifically including the Fundraising Code of Practice.

Industry knowledge

• Stay up to date with trends and innovations in prospect research and philanthropy.
• Identify ways to improve risk research, due diligence, and market insight, proactively sharing these with colleagues. 

Additional responsibilities and requirements:

• Actively support the promotion and delivery and embedding of equality, inclusion, and diversity
• Help create a fundraising ethos within the organisation to benefit the work we do now and in the future.
• Provide formal and informal training at the request of your line manager, senior manager, or director, on your areas of expertise, to other members of staff, work experience students, trustees etc.
• Take due and reasonable care of oneself and others in respect of Health & Safety at Work.
• Act in accordance with the principles of Compassion in World Farming International’s Ethical Policy.
• In all work activities, comply with data protection legislation and Compassion in World Farming International’s requirements for the protection of personal information and the privacy of individuals.
• The job description is not exhaustive, and you may be asked to carry out additional tasks which are appropriate to your job role, as required by your line manager.

Profile

Requirements to carry out the job effectively (and which may be developed). The requirements listed below are representative of the knowledge, skill, and/or ability required.
Proven ability, qualifications & training
Essential:

• Prospect research experience within a fundraising team (or equivalent research experience in another sector).
• Interest in philanthropy and fundraising.
• Using a wide variety of resources to produce high quality intelligence for fundraisers.
• Conducting due diligence and applying to a gift acceptance policy.
• Creating new prospect research systems and processes to meet the needs of the team.
• Presenting research findings in a user-friendly format that meets the needs of colleagues.
• Using a fundraising database to analyse and record supporter/prospect data.
• Understanding of data protection legislation and how this relates to prospect research and fundraising.

Desirable:

• Experience conducting prospect research in the US and European fundraising markets.
• Educated to degree level or equivalent.
• Experience working with an international NGO or in an international setting.

Skills, knowledge & attributes

Essential:

• Research and analytical skills.
• Verbal and written communication skills.
• Attention to detail.
• Interpersonal skills, ability to work with colleagues at all levels of the organization.
• Networking and forming effective and constructive working relationships.  
• Delivering and performing well under pressure.
• Problem-solving skills and an ability to self-manage workloads. 
• Self-motivated, flexible and able to take the initiative with proactive decision-making.
• Understanding fundraising processes and systems and be able to improve work methods to achieve high levels of efficiency.

Desirable:

• Working knowledge of Salesforce or equivalent.
• Proof-reading skills.
• Working knowledge of other European languages.
• Interest in Compassion’s work.
• Awareness of and interest in data analytics and visualisation.
• Ability to work across time zones and cultures.

Core values & competencies

Compassion values

• Treats people with dignity and respect.
• Maintains high ethical standards.
• Demonstrates commitment to Compassion in World Farming’s mission and goals.

Core competencies

• Communication – level 1
• Working with People – level 1
• Drive for results – level 1

Functional competencies

• Level 1