Major Donor/Sales Research Coordinator

Valid8 Financial, Inc.; Alexandria (VA); On-site; USD 28,929 - 31,684; Full time

Benefits offered by this job

Health care from day one

Vision insurance

Dental insurance

Employer 401k plan

Personal Time off

Float holidays

Job summary

CPAC is seeking a meticulous Major Donor/Sales Research Coordinator to identify, research, and qualify prospective donors from CPAC’s attendee lists, donors, sponsors, and VIP participants. You will analyze giving history, conduct wealth and philanthropic research, and prepare prospect profiles for senior leadership to engage top prospects effectively.

You will help build a disciplined donor pipeline by screening hundreds of prospects monthly and moving a portion into active cultivation with

Qualifications

• Minimum 1 year experience in prospect research, fundraising operations, political research, or public records research.
• Strong research, writing, analytical, and organizational skills.
• Effective communication and collaborative mindset.
• Ability to evaluate donor capacity, affinity, access, and readiness.
• Familiarity with donor databases, CRM systems, spreadsheets, wealth-screening tools, or public research platforms.
• Ability to format information into clear donor briefings.
• Discretion with confidential information and diligence.
• Understanding of CPAC's mission; conservative movement preferred.

Responsibilities

• Identify and research prospective major donors from CPAC's existing donors, attendees, sponsors, and event lists.
• Conduct wealth screening and public-source research to assess donor capacity, philanthropic giving, political and issue affinity, and relationship pathways.
• Analyze internal gift history to identify current donors, lapsed donors, upgrade opportunities, loyal low-dollar donors, and highly engaged event participants.
• Screen approximately 250 to 500 prospects per month and qualify approximately 75 to 125 prospects per month based on capacity, affinity, access, and readiness.
• Help move approximately 20 to 40 qualified prospects per month into active cultivation with a clear recommended next step.
• Prepare concise prospect profiles and briefing materials for senior leadership, board members, and other donor-facing leaders.
• Maintain correct prospect records in the donor database or development tracking system.
• Support weekly move-management meetings by tracking next steps, follow-up actions, and prospect activity.
• Help with donor stewardship by identifying donors who should receive thank-you calls, personalized updates, event invitations, or re‑engagement outreach.

Skills

Research

Writing

Analysis

Organization

Communication

Collaboration

Donor evaluation

Tools

CRM systems

Wealth-screening tools

Public research platforms

Job description

We are looking for a meticulous and collaborative individual to join our organization. The Major Donor/Sales Research Coordinator will support CPAC’s major donor development operation by identifying, researching, and qualifying prospective donors from CPAC’s existing universe of attendees, mail donors, past donors, sponsors, VIP participants, and other known contacts.

This role will help build a disciplined donor pipeline by analyzing internal giving history, conducting wealth and philanthropic research, preparing prospect profiles, and supporting senior leadership with the information needed to engage top prospects effectively.

Key Responsibilities

• Name and research prospective major donors from CPAC’s existing donors, attendees, sponsors, and event lists.
• Conduct wealth screening and public-source research to assess donor capacity, philanthropic giving, political and issue affinity, and relationship pathways.
• Analyze internal gift history to identify current donors, lapsed donors, upgrade opportunities, loyal low-dollar donors, and highly engaged event participants.
• Screen approximately 250 to 500 prospects per month and qualify approximately 75 to 125 prospects per month based on capacity, affinity, access, and readiness.
• Help move approximately 20 to 40 qualified prospects per month into active cultivation with a clear recommended next step.
• Prepare concise prospect profiles and briefing materials for senior leadership, board members, and other donor-facing leaders.
• Maintain correct prospect records in the donor database or development tracking system.
• Support weekly move-management meetings by tracking next steps, follow-up actions, and prospect activity.
• Help with donor stewardship by identifying donors who should receive thank-you calls, personalized updates, event invitations, or re‑engagement outreach.

Qualifications

• Experience of 1 year minimum in prospect research and development, fundraising operations, political research, public records research preferred.
• Strong research, writing, analytical, and organizational skills.
• Effective communication skills and collaborative mindset.
• Able to evaluate donor capacity, affinity, access, and readiness.
• Familiarity with donor databases, CRM systems, spreadsheets, wealth‑screening tools, or public research platforms preferred.
• Ability to format information into clear, useful donor briefings.
• Strong diligence and data accuracy. Ability to manage confidential information with discretion.
• Commitment to CPAC’s mission and understanding of the conservative movement preferred.

Reporting Relationship

The Prospect Researcher will report to the VP, Events & Giving and work closely with senior leadership, development staff, and other donor‑facing principals to support CPAC’s major donor pipeline and long‑term philanthropic revenue growth.

Benefits Offered:

CPAC offers a competitive benefits package that includes health care, vision, and dental insurance available Day One, Employer 401k plan, Personal Time off and Float Holidays to use at employee discretion. This is an hourly position, rate range is $21 - $23, based on experience.