Prospect Research Analyst- Remote Opportunity

IHA; Livonia (MI); On-site; USD 59,000 - 89,000; Full time

Job summary

Trinity Health is seeking a Prospect Research Analyst to perform donor and organizational prospect research and analytics across current and potential donors. You will identify prospects, analyze financial data, and update prospect records in the shared donor data system to support fundraising decisions.

Essential duties include gathering information from diverse sources, generating wealth and capacity insights, and maintaining confidentiality in wealth screening outputs, while adhering to

Qualifications

• Bachelor's degree in fundraising, information and library science, marketing and communications, business administration, health administration or related field.
• At least one year of experience in fundraising operations or prospect research.
• Familiarity with donor solicitation cycle and healthcare or higher education fundraising preferred.
• Knowledge of industry data analytics and research tools listed above.
• Knowledge of donor databases and Microsoft applications; Blackbaud Raiser's Edge/CRM preferred.

Responsibilities

• Research donors and prospects to assess capacity and inclination to give and support fundraising strategies.
• Enter and update prospect research data in the Trinity Health donor system.
• Provide reports and profiles to aid decision-making in development.
• Maintain confidentiality of wealth screening and PHI; ensure HIPAA compliance.
• Collaborate with internal and external stakeholders to advance fundraising goals.

Skills

Research skills

Communication skills

Data analytics

Donor research

Education

Bachelor's degree in fundraising or related field

Tools

ResearchPoint

LexisNexis

CoreLogic

Larkspur

Hoovers

Guidestar

NOZA

Dun & Bradstreet

Marquis Who’sWho

Refinitiv

Experian

ProPublica

Candid

Job description

Employment Type
Full time
Shift
Day Shift
Description
POSITION PURPOSE
The Prospect Research Analyst provides donor and organization prospect research/analytics on current and potential donors across Trinity Health. Identifies and researches prospects and analyzes biographical, financial, or other data obtained from a variety of internal and external sources to determine capacity and inclination to give. Responsible for entering and updating prospect research data in the Trinity Health shared donor data management system.
Essential Functions

• Uses research skills to collect, evaluate, analyze, qualify, and organize information in a way that maximizes its usefulness and enables accurate and educated decision-making in the development of fundraising strategies.
• Provides research on individuals, corporations and foundations using an array of organizational and financial sources, including online database services, Internet websites, library and government sources and other resources of public information.
• Collects and analyzes information to assess financial capacity, philanthropic tendencies and giving propensity of donors/prospects. Maintains and updates prospect records in a timely manner.
• Establishes good rapport and cooperative relationships, providing excellent customer service to internal and/or external customers.
• Knows, understands, incorporates and demonstrates the mission, vision and values of Trinity Health in leadership behaviors, practices and decisions.
• Adheres to the Code of Professional Fundraising Ethics, Association of Professional Researchers for Advancement (APRA) Code of Ethics and the Donor's Bill of Rights and fulfills all aspects of the Trinity Health standard Code of Conduct.
• Maintains confidentiality of wealth screening processes and output results of donors/prospects.
• Keeps current with HIPAA and Fundraising regulations and works to ensure compliance with all Protected Health Information (PHI) confidentiality requirements.
  

Minimum Qualifications

• Bachelor's degree in Fundraising, Information and Library Science, Marketing and Communications, Business Administration, Health Administration or related field is preferred.
• At least one (1) year of previous experience with Fundraising Operations or Prospect Research is required. An understanding of the donor solicitation cycle (Identification, qualification, cultivation, solicitation and stewardship) is preferred. Healthcare or Higher Education fundraising experience is preferred.
• Knowledge of and familiarity in the use and applications of industry standard data analytics and research tools is preferred. Such tools may include, but are not limited to: ResearchPoint, Lexis Nexis, CoreLogic, Larkspur, Hoovers, Guidestar, NOZA Search, Dun and Bradstreet Credibility Corp, Marquis Who’sWho, Refinitiv, Experian, ProPublica, Candid (formerly known as Foundation Directory Online), and various county deeds and other public websites.
• Knowledge of and familiarity in the use of donor databases and Microsoft applications is preferred. Blackbaud Raiser's Edge and Blackbaud CRM are preferred.
• The ability to perform and produce data mining, wealth screening, target analytics, and predictive statistical data models in the furtherance of system-wide and ministry specific fundraising initiatives is preferred.
• Must possess excellent written and verbal communication skills to develop and deliver accurate, confidential, and detailed donor profiles and reports.
  

Physical And Mental Requirements And Working Conditions

• Must be able to adopt the frequently changing work priorities, and the requirements of working with the System Office and Regional Health Ministries (RHMs)
  

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this classification. They are not to be construed as an exhaustive list of duties so assigned.
Pay Range - $59,329- $88,994
Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.