Prospect Research Analyst
- Develop and direct prospect research and management tools and services related to the effective identification, qualification, cultivation, solicitation, and tracking of top prospects (individuals, families, corporations, and foundations).
- Conduct in-depth research on individuals, families, corporations, and foundations using public records, databases, and news sources.
- Produce detailed donor profiles and capacity assessments.
- Identify new prospects through proactive research and wealth screening.
- Maintain and analyze donor pipelines in CRM systems.
- Collaborate with fundraisers to prioritize prospects and manage portfolios.
- Develop and implement guidance and metrics with development partners.
- Lead regular prospect strategy meetings and track donor engagement stages.
- Support moves management by documenting donor interactions and strategies.
- Ensure accuracy and consistency of donor data across systems.
- Develop and implement rating methodologies for donor capacity and affinity.
- Train staff on data entry standards and use of research tools.
- Generate reports to support fundraising planning and performance tracking.
- Lead ongoing evaluation and refinement of entire function, including research methods, products, and procedures to meet fundraisers' evolving needs.
- Conduct due diligence on prospective donors in line with ethical fundraising policies.
- Champion best practices in prospect research and data governance.
- Commitment to maintain and model confidentiality of sensitive information.
- Liaise with major gifts, corporate partnerships, events, and stewardship teams.
- Contribute to strategic planning for fundraising campaigns and appeals.
- Bachelor's degree required.
- 3-5 years of experience in prospect research or fundraising analytics.
- Strong analytical and writing skills; ability to synthesize complex data.
- Expertise regarding best practices in prospect research and development operations.
- Proficiency in prospect research tools and CRM systems.
- Excellent communication and collaboration skills.
- Detail-oriented with strong organizational and time management abilities.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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