The Prospect Research Specialist reports to the Associate Director of Prospect Development and Management and provides a range of prospect research and analysis to ensure the flow of prospects into and through the major donor pipeline for priority programs and projects. Working closely with the Associate Director (AD), and the development team, the position assists with properly targeting the cultivation and solicitation resources of the department for maximum support.
Among the duties assigned to the position are the following:
• Conduct detailed biographical and financial research on major prospects for cultivation and solicitation, through the use of a wide range of electronic and print resources and in-house database.
• Gather, analyze and interpret complex information and compile various forms of written summaries such as profiles, strategy documents and event bios.
• In coordination with AD, track, assess and build the major gift prospect pipeline critical to annual and campaign fundraising goals.
• Work with gift officers to ensure portfolios are balanced and viable based upon comprehensive research that drives cultivation and solicitation strategies for donors and prospects.
• Monitor system for tracking and managing prospects to ensure the integrity of data and reporting is current.
• Interact and strategize with gift officers, campaign and events staff regarding research requests.
• Working with AD, development staff, executive office and volunteers to proactively identify and qualify prospects for the Cathedral’s campaign; ensure that newly identified prospects are properly tracked.
• Prepare lists for review by staff and volunteers to develop robust annual major gift and campaign/principal gift pipelines.
• Build on proficiency with relational database and develop reporting skills. Generate and retrieve files for bulk screening and rating.
• Maintain research e-files and database information on prospects and donors. Update database system with relevant researched information.
• Contribute to organization of the development team through suggested improvements and documentation of research policies and procedures.
• Provide ongoing monitoring of contact reports and inputting of pertinent information to main database.
• Contribute to the agenda and preparation of materials for portfolio review meetings.
• Scan select periodicals and set alerts for relevant online information on trends, donors and prospects.
1. Bachelor’s degree required.
2. Minimum of three or more years of experience in fundraising, with emphasis on prospect research.
Knowledge, Skills and Abilities:
1. Proficiency in relational database skills for donor database systems such as, but not limited to, Raiser’s Edge, Sales Force, Donor Perfect, strongly preferred.
2. Possess investigative and research skills with online prospect research sources such as ResearchPoint, iWave, Lexis-Nexis, Foundation Center Online Directory, and trusted internet resources. Knowledge of wealth screening and rating process using iWave or other product preferred.
3. Expertise in a Windows environment, particularly Excel, Word, and Outlook.
4. Excellent analytical and organizational skills. Effective verbal and strong written communication skills.
5. Ability to handle and prioritize multiple tasks.
6. Accuracy and superior attention to detail.
7. Discretion in handling sensitive and confidential information is essential.
8. Ability to handle sensitive and confidential information.
9. A collegial team building style with a proven track record in meeting goals and objectives.
10. Demonstrated ability to take initiative and ownership of projects. Ability to work independently, establishing priorities and meeting deadlines.
11. A criminal history and background check is required and must be successfully completed before beginning work.
12. This position may require occasional work outside of normal business hours, including evenings and weekends.
Washington National Cathedral seeks individuals who are committed to our mission. We appreciate interest from those who will contribute to an atmosphere in which diversity is valued and supported. To apply, send a cover letter and resume, and please note job code C21-01, to email@example.com; or mail to Washington National Cathedral, Human Resources Dept., 3101 Wisconsin Ave. NW, Washington, DC 20016-5098.