Prospect Development Analyst

SUMMARY

The Prospect Development Analyst supports Planned Parenthood of Greater Ohio (PPGOH) and Planned Parenthood Advocates of Ohio (PPAO) fundraising initiatives by identifying, researching, and analyzing prospects for annual, mid, major, and planned gift cultivation and solicitation. This position reports to and receives direction from the Senior Director of Development Operations. Successful candidates will be familiar with the Association of Professional Researchers for Advancement (APRA) skill set and statement of ethics. A background in research, fundraising, library science or related experiences would be beneficial but are not necessary as would knowledge and use of the Raiser’s Edge database.

ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.

• Develops and determines research project strategy and development officers regarding the best strategy and possible resources.

• Provides research-based counsel and analysis to development officers regarding cultivation and solicitation strategy. Meets with assigned development officers regularly to review prospects and projects and/or to provide detailed briefings on prospects.

• Coordinates, organize, and participates in monthly prospect strategy meeting with development officers and staff members. Collaborates with development officers on proactive prospect identification and qualification and makes recommendations concerning prospect opportunities. Analyzes and assesses data requirements and resources.

• Researches, gathers, analyzes, synthesizes, and interprets biographical and financial information on individuals, corporations, and foundations, based on the development staff's fundraising strategies and objectives. Analyzes a variety of information to identify trends and patterns. Compares and evaluates verified and extrapolated data and determines appropriate utilization of knowledge. Assesses prospect's giving capability, philanthropic tendencies and practices, and reasonable potential solicitors.

• Identifies and profiles potential corporate, foundation, and individual donors. Assists with qualifying potential corporate, foundation, and/or individual donors. Identifies new fundraising prospects by keeping abreast of current news and industry trends.

• Prepares briefing documents for staff and volunteer solicitors.

• Updates and maintains non-gift information on prospects and donors in the Raisers Edge, including clipping relevant newspaper and journal articles, researching internet databases as well as entering contact and meeting notes for donors and prospects.

• Remains current and fully informed on prospect research trends and available resources in the field.

• Analyze data and organize and maintain analyses and reports for regular, systematic dissemination and, upon request, retrieval of archived information.

• Assists with prompt and appropriate entry and acknowledgement of gifts as needed and when available.

SUPERVISORY RESPONSIBILITIES

None

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong computer skills and demonstrated background in Internet-based research.

• Experience working with a relational database strongly preferred.

• 1-2 years’ experience with donor databases required (Raiser’s Edge preferred).

• 1-2 years’ experience with wealth screening tools (ResearchPoint or Wealth Engine preferred).

• Knowledge of Microsoft Office suite of products, including Excel, Outlook, Word, PowerPoint.

• Ability to download and export information between systems.

• Strong aptitude for logical thinking and problem solving, particularly in relation with working with large datasets

• Demonstrated ability to work independently, prioritize work, and independently manage multiple, diverse and competing priorities while meeting deadlines.

• Strong project management skills and problem-solving skills and demonstrated ability to work in a demanding environment.

• Ability to recall, recognize and communicate interrelated information pertaining to PPGOH and PPAO benefactors and prospects.

• Outstanding attention to detail with superior time and project management skills.

• Strong team orientation, a dedicated work ethic and a positive and professional attitude.

• Access to protected health information (PHI) may be required.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from four-year college or university; or two or more years related experience and/or training; or equivalent combination of education and experience.

This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job.  While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks to be performed when circumstances change.