|Under the general direction of the Director of Grants and Compliance and in support of the Financial Development team, the Associate Director of Grants and Research is responsible for tracking and managing grants including identification of new opportunities and ensuring sustainability of proposals and reporting for existing grants. In addition, the Associate Director of Grants and Research will lead the Association’s efforts around corporate and foundation prospect research for current Annual and Capital Campaigns as well as upcoming capital projects. In addition, the Associate Director of Grants and Research will develop and execute a process for identifying grant and donor prospects.
Work directly with the Director of Grants and Compliance, the Vice President of Financial Development and Chief Development Officer to evaluate grant opportunities.
Oversee and maintain tracking of grant reporting, auditing, compliance and stewardship.
Develop and maintain a master calendar for all grant proposals and reporting deadlines.
Serve as the Association lead for prospect research on corporate and foundation prospects.
Research prospect history, compile data for grants fundraising efforts and track results.
Continually update information within the Raiser’s Edge database to include personal and professional affiliations, foundation board members, employees, etc. for corporate and foundation funders and prospects. In addition, partner with the Associate Director of Advancement Services and Volunteerism on individual prospect research.
Responsible for developing a process to maintaining accurate grant and corporate giving files as well as enter information about proposals, correspondence and reporting in Raiser’s Edge. Work with the Association Finance Team to provide all required documentation for the annual Association audit.
In partnership with the Director of Grants and Compliance and the Director of Donor Relations and Stewardship, develop and implement a comprehensive stewardship strategy for top corporations and foundations.
Conduct annual audit of businesses located in our region that utilize a foundation within their organizations for potential grant opportunities.
Manage wealth screening and prospect research software, including performing wealth screenings and related prospect research.
Perform annual review of board connectivity to companies and foundations.
Project manage ongoing corporate connectivity tracking including Board member strategies.
Manage all vendor relationships for prospect research. (Wealth Engine, ResearchPoint, etc.)
Extract, analyze and report data to support campaign strategies and measure progress towards campaign goals.
Work in partnership with the Director of Grants and Compliance in designing, implementing and maintaining procedures for the Association related to identifying, evaluating and pursuing grants.
Provide excellent customer service and facilitate the resolution of donor issues and questions
Other duties as assigned
Mission Advancement: Accepts and demonstrates the Y’s values. Demonstrates a desire to serve others and fulfill community needs. Recruits volunteers and builds effective, supportive working relationships with them. Supports fund-raising.
Collaboration: Works effectively with people of different backgrounds, abilities, opinions, and perceptions. Builds rapport and relates well to others. Seeks first to understand the other person’s point of view, and remains calm in challenging situations. Listens for understanding and meaning; speaks and writes effectively. Takes initiative to assist in developing others.
Operational Effectiveness: Makes sound judgments, and transfers learning from one situation to another. Embraces new approaches and discovers ideas to create a better member experience.
Establishes goals, clarifies tasks, plans work and actively participates in meetings. Follows budgeting policies and procedures, and reports all financial irregularities immediately. Strives to meet or exceed goals and deliver a high-value experience for members.
Personal Growth: Pursues self-development that enhances job performance. Demonstrates an openness to change, and seeks opportunities in the change process. Accurately assesses personal feelings, strengths and limitations and how they impact relationships. Has the functional and technical knowledge and skills required to perform well; uses best practices and demonstrates up-to-date knowledge and skills in technology.
Four-year degree and minimum five years of experience in fundraising, research, project management, a YMCA or related field
Must be highly organized, demonstrate sound judgement, initiative and independent thinking
Must present a professional image and have excellent written and phone skills
Must posses an enthusiastic personality and the ability to develop harmonious relationships with staff, members and volunteers
Must be able to manage multiple priorities and project initiatives at the same time
Must possess strong computer skills in all Microsoft applications (Word, Excel, PowerPoint, Outlook)
Exercise sound judgement with the handling and managing of confidential information
Working knowledge of Raiser’s Edge database or comparable financial development software; Research Point, Wealth Engine and Personify database
Ability to view/enter data for long periods of time.
Ability to walk, stand, and sit (including on the floor), while maintaining alertness for extended periods of time.
Ability to work irregular hours, including evenings and weekends as required for special events.
Must be able to lift and carry food and supplies weighing up to 20 pounds.
Position may require bending, leaning, kneeling, and walking.
Ability to speak concisely and effectively communicate.