Prospect Researcher Resume Samples

A Prospect Researcher is a professional who plays a crucial role in the non-profit sector or fundraising organization, gathering and analyzing information about potential donors, sponsors, or supporters. Major roles and responsibilities related to the post are listed on the Prospect Researcher Resume as – researching individuals, corporations, or foundations to assess their capacity and inclination to contribute to a particular cause or organization. The professionals use various tools and techniques, including database searches, financial analysis, and industry research, to provide comprehensive profiles that guide fundraising strategies.

The most sought-after skills for the role include the following – strong analytical skills, attention to detail, the ability to synthesize complex information; excellent communication skills to convey their findings team effectively; proficiency in using research tools, databases, and information sources; a keen understanding of ethical considerations related to donor research and confidentiality. Education for Prospect Researchers often include a bachelor’s degree in a relevant field such as business, marketing, or non-profit management. Advanced degrees or certifications in research, data analysis, or fundraising may enhance qualifications.

Prospect Researcher Resume example

Prospect Researcher Resume

Objective : As a Prospect Researcher, participates in career engagement planning including developing goals and objectives, detailed research strategies and timelines and meeting agreed metrics.

Skills : Research, Analysis.

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Description :

  1. Utilized tools and techniques such as data-mining and publication review.
  2. Provided feedback and potential opportunities to identify other major gift sources based on trends and economic climate.
  3. Developed and executed strategies to ensure that newly identified prospects were presented and assigned to appropriate campus relationship managers in a timely manner.
  4. Met regularly on projects and research needs.
  5. Reviewed all contact reports and correspondence and debriefed with the development officers for information updates and prospect identification leads.
  6. Collaborated and consulted on matters related to relationship manager portfolio as well as qualification, cultivation, and solicitation strategy formulation.
  7. Provided consultative services and orientation sessions on research methodologies and resources to UR partners.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.Comm.


Prospect Researcher Resume

Summary : As a Prospect Researcher, responsible for conducting data research, analyzing the audience, preparing the list of prospects, and identifying new opportunities for sales growth.

Skills : Data mining, Information gathering.

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Description :

  1. Developed and maintained a prospect pipeline using a range of sources in line with GDPR to research relevant information.
  2. Produced high quality and insightful research on prospects to support the major donor manager and trusts fundraiser to meet their objectives and financial targets.
  3. Conducted due diligence on donors and prospects to ensure gifts were in line with the appropriate policies and legislation.
  4. Built cross-organisational relationships to identify opportunities.
  5. Ensured the database was kept up to date.
  6. Produced accurate top line and detailed biographical and professional research on those prospects identified including briefings for meetings and events.
  7. Undertook strategic network-mapping to understand the best opportunities for engaging with current donors and potential high-value prospects.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.Comm.


Prospect Researcher Resume

Summary : As a Prospect Researcher, assists in building the fundraising teams' capabilities through analysis of wealth and philanthropy of current and prospective donors and the strategic identification of new prospects.

Skills : Database management, Critical thinking.

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Description :

  1. Ensured GDPR implementation and compliance in relation to prospect screening and data sharing and storage.
  2. Worked alongside managers in the high-value fundraising teams, ensuring the prospect pipeline was actively managed and prospects allocated and prioritized appropriately.
  3. Stayed up to date with research trends, proactively reviewing and seeking out new research tools and sources of prospects.
  4. Maintained and expanded a good knowledge of sector trends, best practice, and regulatory requirements.
  5. Attended high-value donor cultivation and stewardship events, playing an active role in building relationships.
  6. Supported fundraising events and other work within the wider philanthropy and corporate Partnerships team when necessary.
  7. Undertook any other task relevant to the job purpose and ensured that all functions performed reflected the association’s mission and core values.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.Comm.

Prospect Researcher Resume

Objective : As a Prospect Researcher, responsible for providing comprehensive data analysis and reporting to support strategic development initiatives within a large organizational unit.

Skills : Attention to detail, Report writing.

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Description :

  1. Validated contact info of prospects and reviewed leads for minimum quality criteria.
  2. Prepared the list of prospects for importing in CRM.
  3. Entered data into the CRM for the Sales team to contact qualified leads.
  4. Flagged redundant or irrelevant data in CRM for prospects/leads.
  5. Researched prospects and clients for job changes and scheduled follow-up tasks for the sales team.
  6. Collaborated with the sales team to develop targeted audiences.
  7. Conducted extensive prospect research to identify potential clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.Bus.

Prospect Researcher Resume

Summary : As a Prospect Researcher, develops 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.

Skills : Strategic planning, Communication.

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Description :

  1. Analyzed and aggregated received data.
  2. Maintained accurate records of sales prospects/leads and activity.
  3. Prepared comprehensive profiles and reports by analyzing and synthesizing large amounts of complex data to support strategic development initiatives.
  4. Analyzed donor giving patterns and provided recommendations to support the Development Team's objectives.
  5. Conducted prospect research using standard methodologies to identify potential donors.
  6. Regularly screened databases to identify prospective donors.
  7. Researched and prepared prospect profiles using available templates to support fundraising efforts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
B.Comm.

Prospect Researcher Resume

Objective : As a Prospect Researcher, conducts research on individuals, corporations, and foundations using a wide variety of prospect research resources and prepare confidential biographical and financial profiles for members of the development staff, senior management, trustee leadership and key volunteers.

Skills : Researching Skills, Reporting Skills.

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Description :

  1. Collaborated with the Prospect Lead to maintain a pool of qualified prospects.
  2. Researched donor information and prepared proposals as needed to support fundraising activities.
  3. Worked with Foundation staff to ensure accuracy, currency, and comprehensiveness of biographical data on prospects.
  4. Promoted established management processes and assisted team members with the maintenance of their portfolios.
  5. Assisted with providing prospect development perspectives in decision-making opportunities.
  6. Identified pools of constituents as likely major gift or planned giving prospects and suspects.
  7. Developed and maintained the prospect management system, in consultation with the Corporate Executive Director.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.Comm.

Prospect Researcher Resume

Summary : As a Prospect Researcher, assists frontline fundraising staff in prioritizing prospect portfolios and encourage the timely review and assignment of newly identified prospects through re-occurring one-on-one portfolio review meetings and collaborative prospect strategy.

Skills : Data Analysis Skills, Computer and Technical Skills.

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Description :

  1. Helped develop, maintain, and update a dynamic list of policies, procedures, training manuals, and regulations related to the use of the prospect management system.
  2. Developed data mining strategies to support Foundation strategies.
  3. Provided timely and accurate generation of wealth screening profiles and reports.
  4. Responded to inquiries from colleagues, including necessary research to resolve issues with research findings, in a timely manner.
  5. Completed special research projects associated with corporate or divisional priorities and assisted with recommending funding strategies.
  6. Monitored trends in overall grant-making and individual philanthropy.
  7. Identified and recommended potential data sources and analytical tools.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration

Prospect Researcher Resume

Objective : As a Prospect Researcher, responsible for providing the processes, information and leads to drive philanthropic giving from high net wealth individuals and philanthropic trusts.

Skills : Productive and Time-Efficient.

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Description :

  1. Provided input on the formulation of policies for prospect assignment, management, tracking, and reporting.
  2. Contributed to the maintenance and accuracy of the donor database.
  3. Developed expertise in the institution’s academic programs and priorities and applied that knowledge to focus donor solicitation strategies.
  4. Made assignment recommendations for newly identified prospects.
  5. Supported the research needs of assigned fundraisers/fundraising teams.
  6. Facilitated the assignment of prospects to portfolios, created portfolios for new staff and reassigned portfolios for departing staff.
  7. Maintained accurate, up-to-date information on prospects and donors.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Junior
Education
Education
B.Mkt.

Prospect Researcher Resume

Summary : As a Prospect Researcher, responsible for collaborating with team members to maintain a pool of qualified prospects and providing recommendations based on data analysis.

Skills : Computer and technical skills.

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Description :

  1. Tracked and disseminated news and information about donors and prospects.
  2. Developed an annual prospect research plan to guide prospect research activities.
  3. Through research and analysis, identified prospects for the major supporter’s pipeline.
  4. Analyzed accumulated information to assess the capacity, philanthropic tendencies, and affinity of prospects to the foundation.
  5. Identified and employed proactive prospecting methodologies, utilizing both in-house data and outside vendor research resources.
  6. Developed in-depth research profiles (including due diligence) and briefings for high-value prospects and donors.
  7. Provided market intelligence and supporter insight to help develop, retain, and grow existing relationships with high-value supporters.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.Comm.

Prospect Researcher Resume

Objective : As a Prospect Researcher, responsible for analyzing donor giving patterns, conducting prospect research, and preparing profiles and proposals to support fundraising efforts.

Skills : Maintain confidentiality, Curiosity.

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Description :

  1. Led and facilitated prospect review meetings and fundraiser portfolio reviews.
  2. Proactively built partnerships across the business, including working closely with fundraising teams and collaborating with the Data team to improve data integrity.
  3. Refined and monitored the prospect management system.
  4. Provided monthly pipeline and prospect reports from Salesforce.
  5. Created and maintained policies and procedures supporting best practices, ethical, and professional research standards.
  6. Managed the prospect research budget and coordination of contracts with external agencies.
  7. Provided basic prospect research training and development to staff across the business.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.Comm.