Prospect Researcher

ABOUT US

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten;

empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.

The Prospect Development Manager supports the core functions of the Individual and Major Gifts and Corporate Giving teams by conducting prospect research and portfolio management aimed at positioning front-line fundraisers for success in building relationships with donor prospects. The 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 Database Analyst to advocate for accurate and consistent data tracking across all fundraising teams. The position provides primary support to relationship managers, development directors, VP’s 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.

• 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, 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 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.
• Utilize shared systems like , 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.
• Conducts regular wealth screenings of recent donors to identify new major gift prospects.
• Proposes and coordinates prospect assignments to portfolios.
• Updates information in CRM on prospects discovered through research, staff solicitors, and other UWSA staff to ensure data integrity and usefulness to fundraising staff.
• Manage 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.
• Stays current with trends in philanthropy and technical developments that apply to prospect research and management.

• Bachelor’s degree – required / master’s degree – preferred in Business, Health & Human Services, Public Policy or other related field of study.
• Minimum of 2 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes.
• Minimum 1 year of work…