Donor Prospect

5 days ago

Houston, United States Houston Food Bank Full time

**Starting Pay: $55,000 - $68,750**

***:
The Prospect Development Analyst supports the core functions of the Individual Major Gifts and Institutional Giving teams by conducting prospect research and portfolio management aimed at positioning front-line fundraisers for success in building relationships with donor prospects. This position collects and analyzes data from the donor database, prospect research tools, and other research to inform a data-driven moves management strategy. This position maintains the moves management process documentation and works in collaboration with the Donor Database Manager to advocate for accurate and consistent data tracking across all fundraising teams. The position provides primary support to gift officers, development directors, and the Chief Development Officer by identifying prospects, analyzing, and optimizing fundraising portfolios, compiling research for building and/or updating prospect or event briefs, and providing accountability through reporting, data tracking, and managing moves activity.

Adhere to PACT values. (Purpose: Using our strengths passionately to contribute to our mission. Accountability: Choosing to rise above one’s circumstances and demonstrating ownership to achieve results. See It. Own It. Solve It. Do It. Courage: Standing up for what’s right and acting. Transparency: Doing things openly and honestly).

**ESSENTIAL JOB FUNCTIONS**:

- Uses CRM and prospect research tools to gather, evaluate, and analyze donor data and behavior to identify and segment prospects for assignment to appropriate stages of the donor pipeline.
- Generates prospect lists, donor profiles, event briefs, and other materials based on confirmed data procured through research for use by front-line fundraisers to build custom cultivation strategies.
- Provides portfolio management support to front-line fundraisers including tracking relationships and planning proposals in the CRM system, updating the moves management guidelines document, and conducting regular portfolio review meetings to analyze and balance portfolio performance.
- Tracks and manages portfolio activity and conducts supporting donor research for the purposes of partnering with portfolio managers to create customized and effective cultivation/solicitation strategies for donors.
- Builds dashboards, queries, and reports using CRM system and Excel to analyze solicitor activity, portfolio performance, pipeline progress, and donor behavior trends for use by front-line fundraisers in the creation of fundraising strategies.
- Adheres to APRA Principles of Ethics and Compliance and the AFP Code of Ethical Standards.
- Utilizes shared systems like Asana, SharePoint, and others to maintain collaboration and transparent information with teams and departments in alignment with departmental standards and procedures.
- Manages the analytics data related to donor behavior through reporting and project management to support all fundraising strategies.
- Leads the Development Data Committee, comprised of a variety of Development and Marketing & Communications staff, building a strong data-centric culture throughout the Department by identifying opportunities for improved data integration in Departmental strategies and developing and implementing projects to address these opportunities.
- Conducts regular wealth screenings of recent donors to identify new major gift prospects.
- Proposes and coordinates prospect assignments to portfolios.
- Updates information in CRM system on prospects discovered through research, staff solicitors, and other Houston Food Bank staff to ensure data integrity and usefulness to fundraising staff.
- Manages prospect research tool use and subscription.
- Analyzes and interprets local and national news and other publications to communicate their potential effect on current donors and prospects.

**SUPERVISORY RESPONSIBILITIES**:
This position has no supervisory responsibilities.

**QUALIFICATIONS**:
**Education/Experience**:

- Bachelor’s degree in Business, Public Administration, Liberal Arts, or related discipline.
- Minimum of 3 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes.
- Minimum 1 year of work experience conducting analysis of donor and fundraising data for development purposes.
- Experience with data analytics and data visualization tools (PowerBI, Tableau, etc.)

**Certificates, Licenses, and Registrations**:
NA

**Special Knowledge/Skills/Abilities**:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability needed. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. (For best performance, the job holder in this position would be expected to show the right knowledge, skills, and abiliti

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