Prospect Research and Data Analyst_Fundraising

Requirements

• Conducting basic biographical, philanthropic interests, giving capacity, and relationship-map research on individual, corporate, and foundation prospects using public sources and subscription databases.
• Proactively identify new donor prospects through research tools/databases, industry news and other sources/methods to build and maintain a dynamic prospect pipeline for assigned development staff.
• Creating concise and accurate research profiles, event bios, and briefings for use by development staff and leadership.
• Maintaining and update donor records in the CRM system to reflect current prospect research and capacity ratings.
• Building reports in the CRM to identify new prospects for qualification, as well as track prospects’ movement through the campaign pipeline.
• Monitoring news sources and alerts for philanthropic trends, major gifts, and prospect updates.
• Helping track and organize research and reporting requests and deliverables to ensure timely responses to team needs.
• Participating in team meetings and planning sessions to better understand fundraising strategy and contribute research insights.
• Assisting with data entry and data management, including creating and maintaining fund and donor records.
• Developing reports on fundraising team performance targets and service levels by creating and managing dashboards to track key performance indicators (KPIs) and to support budgeting and forecasting processes with data insights.
• Collecting and analyze data related to fundraising campaigns and donor behaviors. Monitor and track the performance of fundraising initiatives to identify trends and patterns in donor data to optimize fundraising efforts.
• Generating reports and visualizations to communicate data-driven insights.
• Ensuring ethical and confidential handling of all donor data in line with organizational policies and industry standards.

Benefits

• Medical, dental and vision plans
• Retirement
• Paid time off
• Short and long-term disability
• Life insurance