The Senior Prospect Researcher employs techniques to provide insight about donors’ and prospects’ personal backgrounds, past giving history, wealth indicators, and philanthropic motivations to evaluate a donor’s/prospect’s ability to give (capacity), willingness to give (propensity), and potential interest in giving to our cause/organization (affinity).
DUTIES & RESPONSIBILITIES:
Prospect Research
• Perform research in response to Advancement Director and Haggai leadership requests including, but not limited to, preliminary ratings/capacity assessments, in depth wealth assessments and capacity assessments, prospect biographical information and network(s) identification.
• Produce written profiles which clearly and accurately synthesize information from multiple sources in a clear and coherent manner.
• Perform proactive research or prospecting to identify new potential prospects both from within the database through database queries and wealth screening activities as well as from outside the organization’s natural constituency (unaffiliated) through identifying individuals/organizations with relationships to existing constituents which can be leveraged; identifying like-minded individuals/organizations and identifying points of connection by monitoring news stories, Google/Advanced research techniques and daily news screenings and/or push technology/alerts.
• Validate and evaluate discoveries and present qualified prospects to Advancement staff to determine appropriate assignments.
Relationship and Information Management
• Enter in the database and evaluate all new prospects identified by Advancement Directors.
• Utilize news alerts and push technologies for key constituents.
• Assist in the development and maintenance of a capacity rating methodology customized to organizational needs and resources. Document the rating system and train Advancement staff on understanding and using the research capacity ratings for prospect prioritization and strategic planning.
• Record all research information in the database in a consistent and uniform manner. Review all Advancement Director contact reports to extract and record in the database any new prospect data.
Prospect Management
• Summarize key findings and make actionable recommendations to appear prominently in profiles, prospect lists and other research projects.
• Employ knowledge of moves management concepts, including basic donor solicitation cycles stages and expectation for activity at each stage to provide appropriate support to the Advancement team in each stage.
• Support Advancement Directors in capturing moves data (review contact reports, prospect strategy meetings, etc.)
• Assist in the development of a process for the discovery and management of a new prospects pipeline in the database.
