Foundation Relations & Corporate Philanthropy Research Associate

PROSPECT RSCH SPEC 3 (007139)

UCPath Position ID: 41140412

Position Description History/Status

Approved Date:

11/18/2024 7:27:05 PM

Date Last Edited:

11/18/2024 7:27:01 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

6300O

Organization:

EXTERNAL AFFAIRS                       

Division Code:

6310D

Division:

EXTERNAL AFFAIRS DIV                   

Department:

404500 - DEVELOPMENT

Position Details

UCPath Position Number:

41140412

Position Description ID

232766

UC Payroll Title:

PROSPECT RSCH SPEC 3 (007139)

Business Title:

Foundation Relations & Corporate Philanthropy Research Associate

Personnel Program

Professional and Support Staff (PSS)

Salary Grade:

Grade 22

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40049405

Reports to Payroll Title:

Fundraiser 4

UCPath Department Head Position Number:

40036987

Department Head Payroll Title:

Fundraising Manager 4

GENERAL SUPERVISION - Indicates that the incumbent develops procedures for performance of variety of duties; or performs complex duties within established policy guidelines.

POSITION SUMMARY

As part of UCLA's Office of Foundation Relations & Corporate Philanthropy (FRCP), your work as our FRCP Prospect Research Associate will make a significant impact in partnering with external organizations to develop philanthropic collaborations that advance UCLA's shared goals for research, education and services. Working collaboratively with FRCP's frontline fundraisers and UCLA's leadership, faculty, and staff, you will research and identify philanthropic support for robust partnerships across campus that align with UCLA's goals and mission. As our FRCP Prospect Research Associate, you will bring your high level of prospect research, strategy, knowledge and expertise to help us create relationships and expand support of our base of private foundation and corporate philanthropic funders. This is a remarkable opportunity to advance your career while providing strategic analysis and direction for our FRCP engagement activities as part of UCLA's acclaimed fundraising team.

As the Prospect Research Associate you will utilize knowledge of prospect research methodologies, sources and results to identify, assess and prioritize prospective private foundation and philanthropic corporate donors. You will analyze foundation and corporate giving trends and provide customized research and information to aid in the identification, qualification, cultivation, solicitation, and stewardship of foundation and corporate donors. Within this role, you will also prepare briefings for senior campus leaders and other faculty in advance of donor meetings.  We encourage you to join our FRCP team where you will receive the guidance, inspiration and resources to excel as part of the many professional growth opportunities we offer staff at UCLA.

**Please note, this is a hybrid position.** UCLA External Affairs is unable to offer visa sponsorship.** 

Prospect Research

1. Collaboratively, provide strategic partnership on fundraising priorities, campus initiatives, FRCP/campus-wide projects/ processes of medium sized scope, impact/level of complexity.

2. Provide FRCP Directors with prospect research, research profiles, briefing memos, speaking points, and recommendations for methods of engagement to advance funding partnerships.

3. Develop/direct processes that reflect best practices/evolving industry trends; ensure highest levels of quality in UCLA’s engagement specific to private funding entities, from prospect identification and cultivation to solicitation and stewardship.

65%

4. Collaboratively represent FRCP to liaise with the Office of Research and Creative Activities to improve limited submissions processes, distribute announcements/promote competitive awards for UCLA, and share opportunities for faculty award nominations. 

5. Collaboratively represent FRCP to work with other teams to ensure accuracy of our team’s foundation and corporate donors and prospects, update records as needed, enhanced coordination of data management, analysis, and reporting, and contributing best practices for FRCP prospect management.

6. Collaboratively represent FRCP to liaise with External Affair’s Central Prospect Research team to coordinate strategies, resources, and ensure processes conform to UCLA standards for prospect research, profiles and briefings.

0%

7. Serve as prospect research expert on foundations and corporate philanthropy; share (through mass communications, trainings, and meetings), deep/broad knowledge of institutional funders, philanthropic landscape, and industry trends and developments as relevant to UCLA.

8. Prepare foundation/corporate donor briefings for senior campus leaders and faculty for donor meetings.

0%

Strategic and Operational Fundraising Analysis

1. Perform strategic positioning analysis by prioritizing prospect cultivation and solicitation based on research findings to achieve strategic and operational fundraising goals.

2. Based on research findings and input from FRCP fundraisers, collaborate on creating tactical solicitation plans that target optimal giving amounts; match UCLA areas of interest to prospect and identify optimal timing for solicitation.

3. Organize and participate in prospect review meetings and development of fundraising strategies.

35%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

Preferred

Prior experience and strong demonstrated abilities

in prospect research with understanding of foundation and corporate philanthropy giving trends and ability to match campus opportunities for beneficial prospect involvement. 

Required

Demonstrated experience in and/or ability to validate results from statistical methods and tool; ability to proactively request analytics model to further enhance giving opportunities.

Required

Ability to interpret individual’s wealth indicators, including stock/real estate holdings; ability to apply knowledge of demographic information to wealth indicators.

Required

Advanced knowledge of research methodology and ethical standards; ability to apply statistical findings to data resources in order to identify trends, relationships and UCLA affinity.

Required

Ability to verify giving capacity of the overall prospect pool for a fundraiser and for a unit.

Required

Strong knowledge of and/or ability to understand the foundation and corporate funder cultivation process as well as ability to identify funder engagement opportunities.

Required

Excellent written and verbal communication skills to interact with and prepare research profiles and briefings for campus leadership, including the Chancellor.

Required

Excellent presentation skills for participation in strategic planning and prospect qualification meetings.

Required

Advanced skill in understanding financial activity; ability to summarize relevant information from websites, annual reports and other information sources.

Required

Demonstrated sound judgment in situations requiring independent decision making and in handling confidential matters/materials with tact and sensitivity.

Required

Highly detail oriented with demonstrated ability to work independently as well as part of a team; set priorities and complete projects within specified timeframes under minimal supervision.

Required

Proficiency in Microsoft suite of applications to include Word, Excel, Outlook, PowerPoint, etc.; able to learn new software and technologies in a prompt and efficient manner.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Ability to work some evenings and/or weekends as needed.

Required

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Non-University Setting(s)

Location:

Wilshire Glendon offices

Standing/Walking

X

Sitting

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical Skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.