Philanthropy Services Officer – Intermediate (Prospect Development Officer - Intermediate)

Indyhunger; Indianapolis (IN); On-site; USD 65,000 - 95,000; Full time

Job summary

IU Health Foundation in Indianapolis is seeking a data-driven philanthropy professional to join the prospect development and research function. The role is split roughly 50–60 percent between standing deliverables, monthly dashboards, pipeline metrics, and ad hoc requests from fundraisers and leadership that require nimble, accurate insights.

The ideal candidate has philanthropy research experience, thrives in data-heavy environments, and partners with development officers to advance informed,

Qualifications

• Experience in philanthropy research discipline.
• Comfort in data-heavy environments.
• Service-minded, solutions-focused partnering with development officers.

Responsibilities

• Conduct proactive prospect research using internal patient/clinical feeds and external tools to assess giving capacity and inclination.
• Apply scoring and portfolio assignment criteria to balance and optimize fundraiser portfolios based on capacity and inclination alignment.
• Manage and enhance automated patient feed methodology in Salesforce for compliant outreach.
• Build and maintain dashboards and reports for real time visibility into pipeline health and prospect prioritization.
• Produce portfolio review materials to support strategic conversations and effective decision making.
• Respond to ad hoc reporting requests from fundraisers and leadership.
• Collaborate with data team on Salesforce optimization and platform improvements.
• Refine research and reporting workflows and maintain policies reflecting best practices as new tools and predictive modeling come online.
• Report monthly metrics to leadership.

Skills

Prospect research

Data analysis

Portfolio management

Stakeholder collaboration

Tools

Salesforce

iWave

DonorSearch

Job description

We are seeking a data driven, analytically curious, and service oriented philanthropy professional to join the IU Health Foundation's prospect development and research function. Day to day work is roughly a 50 to 60 percent split between standing deliverables, monthly dashboards, pipeline metrics, portfolio reviews and ad hoc requests from fundraisers and leadership that require nimble, accurate, and insightful responses. The ideal candidate has genuine experience in the philanthropy research discipline, is comfortable in data heavy environments, and brings a service minded, solutions focused approach to partnering with development officers across the Foundation.

This role advances the prospect development and research function for IU Health Foundation, including:

• Conducting proactive prospect research using internal sources (patient and clinical feeds) and external tools (iWave, DonorSearch) to assess giving capacity and inclination
• Applying scoring and portfolio assignment criteria to balance and optimize fundraiser portfolios based on capacity and inclination alignment
• Managing and enhancing the automated patient feed methodology in Salesforce that flags eligible patients for compliant and appropriate philanthropic outreach
• Building and maintaining dashboards and reports that give leadership and development officers real time visibility into pipeline health and prospect prioritization
• Producing focused portfolio review materials that support strategic conversation and effective decision making
• Responding to ad hoc reporting requests from fundraisers and leadership
• Collaborating closely with two data team colleagues on ongoing Salesforce optimization and related platform improvements
• Refining research and reporting workflows, strengthening team standards, and maintaining policies that reflect best practices as new tools and predictive modeling capabilities come online
• Reporting monthly metrics to leadership