What are the responsibilities and job description for the Prospect Researcher Remote or Flexible Work Location position at Franciscan Health?
WHAT WE NEED
Detail-oriented researcher
WHO WE ARE LOOKING FOR
Provide reports about donors and prospects. Provide portfolio reviews for development staff. Analyze portfolios to provide information about top prospects. These are just a few of the things our Prospect Researcher handles. Think you’ve got what it takes?
Are you good at managing multiple projects at the same time? Do you have thorough analytical skills? Do you enjoy helping others and making sure all the details are in place? We have a job that needs your skills.
WHAT YOU WILL DO
Work with Foundation staff to ensure accuracy, currency and comprehensiveness of biographical data on prospects.
Identify pools of constituents as likely “major gift” or “planned giving” prospects and suspects.
Develop and maintain the prospect management system, in consultation with the Corporate Executive Director.
Help develop, maintain, and update a dynamic list of policies, procedures, training manuals, and regulations related to the use of the prospect management system.
Develop datamining strategies to support Foundation strategies.
Analyze and assess information from local, national, and international resources; financial and philanthropy reports; references (both printed and electronic); and Foundation files.
Utilize quantitative criteria, including income, assets, liabilities, and giving patterns to evaluate each identified prospect's potential and propensity to give.
Identify, obtain, and interpret detailed/complex financial and legal disclosures including corporate reports (10K, proxy statements), foundation tax reports (IRS 990-PF), and state, county, and court documents (corporate records, assessment records, probate cases).
Develop and maintains a process for generating and distributing regularly scheduled and ad hoc reports for the Foundation on the status of all ongoing fundraising programs.
Provide timely and accurate generation of wealth screening profiles and reports.
Respond to inquiries from colleagues, including necessary research to resolve issues with research findings, in a timely manner.
Complete special research projects associated with corporate or divisional priorities and assist with recommend funding strategies.
WHAT IT TAKES TO SUCCEED
Handle various special projects on an ongoing basis.
Accurately perform data import/exports, mail merges, and upload documents into database.
Quickly learn and comprehend a complex database with highly detailed policies and procedures.
Strong organizational skills and attention to detail.
Accurately write, proofread, and edit complex reports and correspondence.
Good problem-solving sand analytical skills.
Qualifications
Bachelor's Degree Required and
Master's Degree Preferred
3 years Prospect Research Required
TRAVEL IS REQUIRED:
COVID-19 VACCINATION
To further Franciscan Alliance's commitment to provide and maintain a safe and healthy workplace and prevent the spread of COVID-19 among our coworkers and their families; our patients, visitors, and vendors, and the community at large all Franciscan workforce members must be vaccinated, unless granted an exemption. We are committed to making the communities we serve healthier.
EQUAL OPPORTUNITY EMPLOYER
It is the policy of Franciscan Alliance to provide equal employment to its employees and qualified applicants for employment as otherwise required by an applicable local, state or Federal law.
Franciscan Alliance reserves a Right of Conscience objection in the event local, state or Federal ordinances that violate its values and the free exercise of its religious rights.
Franciscan Alliance is committed to equal employment opportunity.
Salary : $61,100 - $77,400
