Manager, Prospect Research & Donor Portfolio Strategy

Philaculture; Pennsylvania; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401K and life insurance

Job summary

The Franklin Institute seeks a collaborative, analytical, and detail-oriented Manager, Prospect Research & Portfolio Development to support prospect research, prospect development, donor pipeline management, and portfolio optimization efforts within the External Affairs team.

Reporting to the Director of External Affairs Operations and Strategy, this role will identify, qualify, and prioritize individual, corporate, and foundation prospects with major gift potential while providing data-driven

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of experience in prospect research, prospect development, advancement services, fundraising operations, donor analytics, development operations, portfolio management, or a related field.

Responsibilities

• Conduct prospect research and prospect development activities by analyzing wealth indicators, philanthropic giving history, professional affiliations, engagement data, and publicly available information to assess donor capacity, affinity, and inclination.
• Support wealth screening, prospect identification, and prospect qualification initiatives in partnership with the External Affairs Operations Manager; evaluate screening results and recommend prospects for qualification, assignment, cultivation, or disqualification.
• Identify and qualify new major gift prospects to support a sustainable donor pipeline aligned with organizational fundraising priorities and campaign goals.
• Manage the Mission Wow! campaign pipeline, maintain accurate moves management records, and support donor cultivation, solicitation, and stewardship activities in collaboration with frontline fundraisers.
• Coordinate and facilitate prospect management and portfolio management review meetings; present research findings, qualification recommendations, and portfolio insights in a clear and actionable manner.
• Analyze donor pipeline, portfolio performance, and fundraising activity data to identify opportunities for improved prospect qualification, assignment, engagement, and portfolio optimization.
• Produce prospect profiles, donor briefings, research reports, fundraising dashboards, and portfolio analyses to support strategic decision-making by fundraising staff and organizational leadership.
• Maintain accurate prospect, donor, relationship, and portfolio records within the organization's CRM, ensuring data integrity and adherence to prospect management standards.
• Create and maintain documentation, procedures, and training resources related to prospect research, donor pipeline management, portfolio management, wealth screening, and fundraising operations; assist with onboarding and staff training as needed.
• Stay current on trends, tools, technologies, and best practices in prospect research, prospect development, advancement services, fundraising analytics, and philanthropy.

Skills

Analytical thinking

Research skills

Communication skills

Interpersonal skills

Project management

Education

Bachelor's degree

Tools

Blackbaud Raiser's Edge

Salesforce

Windfall

DonorSearch

iWave

LexisNexis

Foundation Directory

WealthEngine

Job description

The Franklin Institute seeks a collaborative, analytical, and detail-oriented Manager, Prospect Research & Portfolio Development to support prospect research, prospect development, donor pipeline management, and portfolio optimization efforts within the External Affairs team.

Reporting to the Director of External Affairs Operations and Strategy, this role will identify, qualify, and prioritize individual, corporate, and foundation prospects with major gift potential while providing data-driven