Re-advertisement: Individual Contractor (11.5 months, full-time, home-based): Prospect Research Specialist (Ultra High Net Wealth Individuals & Families), Global Philanthropy Team, PFP

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UNICEF - United Nations Children's Fund

Open positions at UNICEF
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CH Home-based; Geneva (Switzerland)

Application deadline 1 year ago: Thursday 17 Nov 2022 at 22:55 UTC

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Contract

This is a Consultancy contract. More about Consultancy contracts.

UNICEF works in some of the world’s toughest places, to reach the world’s most disadvantaged children. To save their lives. To defend their rights. To help them fulfill their potential.

Across 190 countries and territories, we work for every child, everywhere, every day, to build a better world for everyone.

And we never give up.

For every child, hope

The Private Sector Fundraising and Partnerships (PSFP) section within Private Fundraising and Partnerships Division (PFP) works with National Committees and UNICEF country offices to maximize income and drive income growth. There are five teams within the PSFP section, including Global Philanthropy. The purpose of the Global Philanthropy team is to drive income growth from major donors and family foundations.

UNICEF is moving forward an ambitious strategy of outreach to the world’s wealthiest individuals and families, to secure new partnerships and a coalition of influential individuals to advance children’s rights.

Over the past two years, this has focused on the impact of COVID-19 on children and UNICEF’s leading role in the procurement and delivery of COVID-19 vaccines on behalf of the COVAX Facility, which has led to increased support from existing donors and unprecedented giving from new supporters. In 2022, the war in Ukraine sparked another wave of extraordinary giving from new supporters across all markets, including securing commitments from philanthropist who were previously on top prospect lists. The structured outreach and bespoke high value offer ultimately led to historical giving for a single emergency by philanthropic donors. These commitments signal to private individuals and family foundations around the world that UNICEF is the partner of choice for big, bold philanthropy.

The Global Philanthropy team will need to drive excellence in the cultivation and retention of these new donors and support the development of future pipelines by establishing a centralized prospect research function to support national committees and country offices that do not currently offer this service function to relationship managers. This resource will provide robust research profiles, optimizing portfolios by identifying opportunities, contribute to the global priority pipeline and increase data and metrics within UNISON for stronger monitoring.

A dedicated prospect research mechanism will provide more consistent wealth screenings to identify the biggest potential across the wave of new donors recently acquired while simultaneously identifying new UHNWI prospects allowing relationship managers to craft personalized approaches to reach the world’s wealthiest families and reaching sustainable philanthropic partnerships for UNICEF.

How can you make a difference?

Reporting to PFP Global Philanthropy Fund Raising Manager and working closely with philanthropy leads for various UNICEF Country Offices and National Committees, the individual contractor will conduct and deliver robust prospect research profiles on individual and family foundation prospects with the capacity to make gifts of $100K, prioritizing $1M+ opportunities across all markets.

MAIN TASKS

  • Respond to and fulfill prospect research requests from frontline fundraising staff on an on-going basis in a timely manner with a focus on $1M+ opportunities
  • Create concise, accurate, and timely donor research reports, including prospect profiles, event bios/briefings, executive bios by collecting biographical and financial information using databases and online resources of public information
  • Analyze, interpret, and synthesize information to assess prospects philanthropic capacity and inclination and to suggest ask amounts
  • Play key role in developing parameters for and identifying prospects for specialized fundraising projects: global capital campaign, diaspora fundraising, emergency donors and other local priorities

  • Ascertain the organizations fundraising viability in particular industries and geographies

  • Encourage and initiate regular wealth screenings from small donor programs to identify new major gift prospects in support of building pipelines
  • Lead trainings for fundraising staff in best practices for donor research
  • Proactively identify, qualify, and rate donor leads in order to expand the prospect pool
  • Monitor news, philanthropic publications and alerts to identify new prospects, to stay on top of latest trends in prospect research, and to identify new tools and resources

  • Collaborate with internal colleagues on developing a structured ticketing system within UNISON; the global customer relationship management system

DELIVERABLES

  • Conduct prospect research for relationship managers by creating robust profiles of constituents that supports strategy development with a focus on $1M+ opportunities
  • Establish central prospect research ticket system within global CRM, UNISON, including storing profiles within opportunities

  • Manage prospect research vendor relationships, identify new research products, renew and negotiate contracts

  • Training for relationship managers on general prospect research best practices, tools and resources to conduct local research screenings and determine qualification

ESTIMATED DURATION OF THE CONTRACT AND PROPOSAL

11.5 months, full time, tentatively start in October 2022

REPORTING TO

Global Philanthropy – Fund Raising Manager, PFP

WORKPLACE

Home-based – Geneva, Switzerland office hours preferred

To qualify as an advocate for every child you will have…

  • Bachelor’s degree with five years relevant work experience is required; three years non-profit development research experience preferred.

  • Demonstrated ability to conduct comprehensive prospect research and produce concise profiles.

  • Scrupulous attention to matters of discretion and confidentiality required; ability to handle highly sensitive information appropriately and maintain confidentiality with donor information; knowledge of and adherence to GDPR laws.
  • Highly organized individual with strong management skills and the ability to prioritize and manage deadlines
  • Flexibility and ability to work independently and as a team player with a range of constituents and colleagues;
  • Knowledge of the philanthropic landscape is required.

  • Excellent interpersonal and communication skills are essential, both written and verbal.

  • Must possess a strong work ethic, have confidence, take initiative and be an enthusiastic team player.
  • Strong customer service approach to interactions with colleagues and partners; ability to navigate complex environments and help build relationships with a variety of stakeholders.
  • Fluency in CRM technologies, knowledge of Salesforce preferred, and proficient in Microsoft Word and Excel, and with experience in using complex database.
  • Fluency in English is required. Fluency in another language, particularly in Spanish, German, Arabic or French highly preferred.

For every Child, you demonstrate…

UNICEF's values of Care, Respect, Integrity, Trust, and Accountability (CRITA).

To view our competency framework, please visit here.

Remarks: There is no need for prior applicants to reapply.

Please indicate your ability, availability, and gross daily/monthly rate (in US$) to undertake the terms of reference above (including travel and daily subsistence allowance, if applicable). Applications submitted without a daily/monthly rate will not be considered. Also, please mention the earliest date you can start.

Only shortlisted candidates will be contacted and advance to the next stage of the selection process.

Individuals engaged under a consultancy or individual contract will not be considered “staff members” under the Staff Regulations and Rules of the United Nations and UNICEF’s policies and procedures and will not be entitled to benefits provided therein. Their conditions of service will be governed by their contract and the General Conditions of Contracts for the Services of Consultants and Individual Contractors. Consultants and individual contractors are responsible for determining their tax liabilities and for the payment of any taxes and/or duties, in accordance with local or other applicable laws.

The selected candidate is solely responsible to ensure that the visa (applicable) and health insurance required to perform the duties of the contract are valid for the entire period of the contract. Selected candidates are subject to confirmation of fully-vaccinated status against SARS-CoV-2 (Covid-19) with a World Health Organization (WHO)-endorsed vaccine, which must be met prior to taking up the assignment. It does not apply to consultants who will work remotely and are not expected to work on or visit UNICEF premises, programme delivery locations or directly interact with communities UNICEF works with, nor to travel to perform functions for UNICEF for the duration of their consultancy contracts.

UNICEF is committed to diversity and inclusion within its workforce, and encourages all candidates, irrespective of gender, nationality, religious and ethnic backgrounds, including persons living with disabilities, to apply to become a part of the organization.

UNICEF offers reasonable accommodation for consultants/individual contractors with disabilities. This may include, for example, accessible software, travel assistance for missions or personal attendants. We encourage you to disclose your disability during your application in case you need reasonable accommodation during the selection process and afterwards in your assignment.

UNICEF has a zero-tolerance policy on conduct that is incompatible with the aims and objectives of the United Nations and UNICEF, including sexual exploitation and abuse, sexual harassment, abuse of authority and discrimination. UNICEF also adheres to strict child safeguarding principles. All selected candidates will be expected to adhere to these standards and principles and will therefore undergo rigorous reference and background checks. Background checks will include the verification of academic credential(s) and employment history. Selected candidates may be required to provide additional information to conduct a background check.

Added 1 year ago - Updated 1 year ago - Source: unicef.org