Prospect Researcher

Summary

Join our team as a Prospect Researcher and contribute to the expansion of our support base by conducting in-depth research on potential donors. You will analyze complex information to assess financial capacity and philanthropic tendencies, identify new prospects, and manage the pipeline of promising leads. This role requires collaboration with the supervisor and adherence to the highest ethical standards. You will play a key role in developing cultivation and solicitation strategies, ensuring that prospect knowledge is maintained in our database system. The position requires a Bachelor's degree and 3-5 years of experience in prospect research, preferably in a human health or patient advocacy setting.

Requirements

• Possess a Bachelor’s degree
• Have 3-5 years’ experience in prospect research, preferably in a human health or patient advocacy capacity
• Have minimum 2 years of practical experience in identifying, qualifying, and segmenting donor pools
• Have minimum 1 year of experience with CRM software (Salesforce preferred) and web-based tools available to create prospect profiles
• Be a detail-oriented individual who can perform accurate and timely data entry updates and routine data cleanup within donor and prospect databases
• Possess excellent oral and interpersonal skills, including diplomacy
• Demonstrate the ability to work independently, prioritize work, and manage multiple, diverse, and competing priorities while meeting deadlines
• Adhere to standards of discretion and confidentiality
• Possess the ability to recall, recognize, and communicate interrelated information pertaining to donors and prospects
• Be self-motivated, curious, focused, and persistent in the pursuit of information
• Have knowledge of ethics statements by APRA and other related associations

Responsibilities

• Produce timely, in-depth research on individuals, corporations, and foundations using a wide variety of biographical, organizational, and financial sources
• Analyze and document complex information to assess financial capacity, philanthropic tendencies, giving propensity, and connections to epilepsy
• Extract and record key information to inform cultivation and solicitation strategies
• Proactively and independently identify sources of major gift ($25,000+) private support, both from within the database system and using research techniques and electronic searching methodologies, combined with external sources, to develop a sufficient pool of potential prospects for fundraising initiatives
• Collaborate with the supervisor on matters related to pool and pipeline prioritization and management
• Ensure that prospect knowledge, including external ratings, interests, and linkages acquired through research, is preserved and maintained in a complex database system that is accessible to fundraising staff to develop future cultivation strategies
• Assume responsibility for other duties as assigned within the scope of this position

Preferred Qualifications

• Have demonstrated experience in prospect research, development, library research, or information-related fields, preferably in a patient advocacy or human health environment
• Possess knowledge of the range of resources available to prospect researchers and the ability to apply those resources in an organized and purposeful manner
• Have demonstrated analytical skills to initiate and perform complex analyses and organize information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations
• Possess the ability to analyze and interpret complex financial disclosure documents for the purposes of wealth assessment (SEC filings, real property files, financial and legal disclosures, etc.)
• Have the ability to compose documents using style, grammar, and content appropriate to specific audiences
• Demonstrate the ability to conceptualize and develop proactive prospecting methodologies to support organizational goals, including data mining and constituent database queries
• Have additional fundraising and peer-to-peer training or experience
• Possess knowledge or experience with special events and other fundraising areas (major gifts, corporate fundraising)

Benefits

• Telework privileges may be requested, in accordance with our standard telework policy
• Some flexibility and night/weekend work required due to event schedules