Donor Prospect Research & Portfolio Strategy Manager

The Franklin Institute

Philadelphia (Philadelphia County)

On-site

USD 65,000 - 75,000

Full time

8 days ago

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Disability coverage
Paid time off
Paid holidays
Wellness programs

Job summary

The Franklin Institute seeks a collaborative Manager, Prospect Research & Portfolio Development to support prospect research, portfolio management, and donor engagement strategies. You will prepare donor briefings, profiles, and performance reports to guide fundraising decisions.

Reporting to the Director of External Affairs Operations and Strategy, you will analyze wealth indicators, support moves management, and collaborate with frontline fundraisers to advance campaigns and organizational

Qualifications

  • Bachelor's degree or equivalent; 3–5 years of prospect research/donor analytics experience.
  • Experience with prospect research, wealth screening, and donor intelligence tools.
  • Proficiency with CRM systems and fundraising databases; ability to maintain data integrity.

Responsibilities

  • Conduct prospect research to assess donor capacity and inclination.
  • Support wealth screening and prospect qualification initiatives.
  • Identify and qualify new major gift prospects to sustain donor pipelines.
  • Manage the campaign pipeline and support donor cultivation and stewardship.

Skills

CRM literacy
Analytical thinking
Communication skills
Interpersonal skills
Organizational skills
Data visualization
Independent work
Team collaboration
Discretion & confidentiality
AI-assisted research familiarity

Education

Bachelor's degree or equivalent

Tools

Blackbaud Raiser's Edge
Salesforce
Windfall
DonorSearch
iWave
LexisNexis
Foundation Directory
WealthEngine

Job description

The Franklin Institute seeks a collaborative Manager, Prospect Research & Portfolio Development to support prospect research, portfolio management, and donor engagement strategies. You will prepare donor briefings, profiles, and performance reports to guide fundraising decisions.

Reporting to the Director of External Affairs Operations and Strategy, you will analyze wealth indicators, support moves management, and collaborate with frontline fundraisers to advance campaigns and organizational

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