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Director of Research and Strategy 
Director of Research and Strategy 	 	
The Fine Arts Museums of San Francisco
Post Date: 24 Jun 2022


The Fine Arts Museums of San Francisco are comprised of two iconic sites in San Francisco’s beautiful parks – the de Young Museum in Golden Gate Park and the Legion of Honor Museum in Lincoln Park. As the largest public arts institution in the western United States, the Museums house a world-class collection of 151,000 artworks that span more than 5,000 years; present an ambitious schedule of more than ten exhibitions per year; and welcome 1.5 million visitors in a typical year. Under the direction of Director and CEO Thomas P. Campbell, the Museums have recently launched a new strategic plan that outlines a bold new vision for the next four years and prioritizes Diversity, Inclusion, Equity, and Access (DIEA); our connection to the Bay Area community; and building a foundation for a future capital and endowment campaign. New initiatives include Free Saturdays, which offers free admission and programs to all Bay Area residents, and The de Young Open, a triennial open-call juried exhibition featuring hundreds of local artists.

The Director of Research and Strategy will play a major role in enhancing the research capability of the institution, partnering with the solicitation team to increase overall giving and lay the foundation for a future capital campaign. Reporting to the Senior Director of Individual and Major Giving, the Director of Research and Strategy will independently and proactively identifies, researches, and analyzes prospects for major gift cultivation and solicitation, with secondary goals to complete additional research for the institutional giving and special event areas as needed.

Typical Duties and Responsibilities:

  1. Partner with Senior Director of Individual and Major Giving, the Director of Development, and other development solicitors to develop effective fundraising strategies that maximize revenue to the institution, including leading prospect identification and advising on cultivation and solicitation strategies.
  2. As the inaugural Director of Research and Strategy, enhance the overall research capability of the museums, creating research standards, training development staff in more sophisticated techniques, improving the museums’ use of research tools, and laying the foundation for a future capital campaign.
  3. Write profiles, short bios, and wealth summaries using style, grammar, and content appropriate to the specific audience, while adhering to Museum standards of discretion and confidentiality, by employing the following research and analytic tactics:
    • Analyze and assess information from local, national, and international resources; financial and philanthropy reports; references (both printed and electronic); and Museum files.
    • Utilize quantitative criteria, including income, assets, liabilities, and giving patterns to evaluate each identified prospectʹs potential and propensity to
    • Accessing database services (i.e. iWave) to design effective search strategies to identify corporate, foundation, and individual major gift prospects.
    • Create extensive and complex financial research analysis to include net worth, liquidity, and financial capacity rating whenever possible.
  4. Using research tactics, identify relationships and connections between donors and prospects that can aid in cultivation and solicitation.
  5. Extract and communicate key information from research, which directs cultivation and solicitation strategy.
  6. Record knowledge gleaned through research such as ratings, interests, linkages and relationships in Salesforce, which is accessible to Development staff and used to develop future cultivation strategies.
  7. Devise strategies to mine FAMSF’s large member and donor base to identify major donor Partner with the Data Services team to implement these strategies.
  8. Develop strategies to ensure that newly identified prospects are presented and assigned to solicitors in a timely and competent manner.
  9. Clean up and edit donor bios and profiles as necessary to ensure information is accurate and updated. Collaborate with members of the Development and Data Information Services teams to develop a system for donor information storage.
  10. Attends and assists with day-/night-of execution for all relevant donor and cultivation events.

Minimum Qualifications:

Education: Bachelor’s Degree from an accredited university

Work Experience: Three to five years of experience in prospect research, development, library research or related field, preferably in an academic environment.

Skills and Abilities:

  • Knowledge of database systems and the types of data necessary to support constituent relations.
  • Demonstrated skill in writing, editing, and formatting logical, detailed, and analytical reports that support planning and decision making.
  • Demonstrated ability to think critically and analytically in order to initiate and perform complex analyses of financial and legal disclosures, technical and trade documents, including court and tax records, annual reports, SEC filings, and real property files.
  • Ability to recall, recognize, and communicate interrelated information pertaining to donors and prospects.
  • Knowledge of current trends, patterns, and relationships in philanthropy and arts and culture organizations.
  • General fundraising skills, preferably including the ability to support and participate in prospect management.
  • High level of tact and diplomacy is required to work well with donors, trustees, and staff at all levels.
  • Ability to take direction, manage multiple priorities, meet deadlines, and take initiative.
  • Proficiency in MS Word, Excel, PowerPoint, and Salesforce preferrred.
  • Ability to work nights and weekends as needed for events or deadlines.
  • Knowledge of Bay Area philanthropy is desirable.
  • Knowledge of art preferred.


This position is full-time, 40 hours a week. The benefits package includes medical, dental, vision and 401(k), and paid time off. 

Application Deadline: Open until filled 

If you require an alternative method of completing this application please contact [email protected].

All new COFAM employees are required to be vaccinated against COVID-19 as a condition of employment. Please contact [email protected] with any questions.


San Francisco, USA

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