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.
Description :
- Utilized tools and techniques such as data-mining and publication review.
- Provided feedback and potential opportunities to identify other major gift sources based on trends and economic climate.
- Developed and executed strategies to ensure that newly identified prospects were presented and assigned to appropriate campus relationship managers in a timely manner.
- Met regularly on projects and research needs.
- Reviewed all contact reports and correspondence and debriefed with the development officers for information updates and prospect identification leads.
- Collaborated and consulted on matters related to relationship manager portfolio as well as qualification, cultivation, and solicitation strategy formulation.
- Provided consultative services and orientation sessions on research methodologies and resources to UR partners.
Experience
0-2 Years
Level
Entry Level
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.
Description :
- Developed and maintained a prospect pipeline using a range of sources in line with GDPR to research relevant information.
- Produced high quality and insightful research on prospects to support the major donor manager and trusts fundraiser to meet their objectives and financial targets.
- Conducted due diligence on donors and prospects to ensure gifts were in line with the appropriate policies and legislation.
- Built cross-organisational relationships to identify opportunities.
- Ensured the database was kept up to date.
- Produced accurate top line and detailed biographical and professional research on those prospects identified including briefings for meetings and events.
- Undertook strategic network-mapping to understand the best opportunities for engaging with current donors and potential high-value prospects.
Experience
10+ Years
Level
Senior
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.
Description :
- Ensured GDPR implementation and compliance in relation to prospect screening and data sharing and storage.
- Worked alongside managers in the high-value fundraising teams, ensuring the prospect pipeline was actively managed and prospects allocated and prioritized appropriately.
- Stayed up to date with research trends, proactively reviewing and seeking out new research tools and sources of prospects.
- Maintained and expanded a good knowledge of sector trends, best practice, and regulatory requirements.
- Attended high-value donor cultivation and stewardship events, playing an active role in building relationships.
- Supported fundraising events and other work within the wider philanthropy and corporate Partnerships team when necessary.
- Undertook any other task relevant to the job purpose and ensured that all functions performed reflected the association’s mission and core values.
Experience
7-10 Years
Level
Management
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.
Description :
- Validated contact info of prospects and reviewed leads for minimum quality criteria.
- Prepared the list of prospects for importing in CRM.
- Entered data into the CRM for the Sales team to contact qualified leads.
- Flagged redundant or irrelevant data in CRM for prospects/leads.
- Researched prospects and clients for job changes and scheduled follow-up tasks for the sales team.
- Collaborated with the sales team to develop targeted audiences.
- Conducted extensive prospect research to identify potential clients.
Experience
2-5 Years
Level
Executive
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.
Description :
- Analyzed and aggregated received data.
- Maintained accurate records of sales prospects/leads and activity.
- Prepared comprehensive profiles and reports by analyzing and synthesizing large amounts of complex data to support strategic development initiatives.
- Analyzed donor giving patterns and provided recommendations to support the Development Team's objectives.
- Conducted prospect research using standard methodologies to identify potential donors.
- Regularly screened databases to identify prospective donors.
- Researched and prepared prospect profiles using available templates to support fundraising efforts.
Experience
7-10 Years
Level
Consultant
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.
Description :
- Collaborated with the Prospect Lead to maintain a pool of qualified prospects.
- Researched donor information and prepared proposals as needed to support fundraising activities.
- Worked with Foundation staff to ensure accuracy, currency, and comprehensiveness of biographical data on prospects.
- Promoted established management processes and assisted team members with the maintenance of their portfolios.
- Assisted with providing prospect development perspectives in decision-making opportunities.
- Identified pools of constituents as likely major gift or planned giving prospects and suspects.
- Developed and maintained the prospect management system, in consultation with the Corporate Executive Director.
Experience
2-5 Years
Level
Executive
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.
Description :
- Helped develop, maintain, and update a dynamic list of policies, procedures, training manuals, and regulations related to the use of the prospect management system.
- Developed data mining strategies to support Foundation strategies.
- Provided timely and accurate generation of wealth screening profiles and reports.
- Responded to inquiries from colleagues, including necessary research to resolve issues with research findings, in a timely manner.
- Completed special research projects associated with corporate or divisional priorities and assisted with recommending funding strategies.
- Monitored trends in overall grant-making and individual philanthropy.
- Identified and recommended potential data sources and analytical tools.
Experience
7-10 Years
Level
Management
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.
Description :
- Provided input on the formulation of policies for prospect assignment, management, tracking, and reporting.
- Contributed to the maintenance and accuracy of the donor database.
- Developed expertise in the institution’s academic programs and priorities and applied that knowledge to focus donor solicitation strategies.
- Made assignment recommendations for newly identified prospects.
- Supported the research needs of assigned fundraisers/fundraising teams.
- Facilitated the assignment of prospects to portfolios, created portfolios for new staff and reassigned portfolios for departing staff.
- Maintained accurate, up-to-date information on prospects and donors.
Experience
0-2 Years
Level
Junior
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.
Description :
- Tracked and disseminated news and information about donors and prospects.
- Developed an annual prospect research plan to guide prospect research activities.
- Through research and analysis, identified prospects for the major supporter’s pipeline.
- Analyzed accumulated information to assess the capacity, philanthropic tendencies, and affinity of prospects to the foundation.
- Identified and employed proactive prospecting methodologies, utilizing both in-house data and outside vendor research resources.
- Developed in-depth research profiles (including due diligence) and briefings for high-value prospects and donors.
- Provided market intelligence and supporter insight to help develop, retain, and grow existing relationships with high-value supporters.
Experience
7-10 Years
Level
Management
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.
Description :
- Led and facilitated prospect review meetings and fundraiser portfolio reviews.
- Proactively built partnerships across the business, including working closely with fundraising teams and collaborating with the Data team to improve data integrity.
- Refined and monitored the prospect management system.
- Provided monthly pipeline and prospect reports from Salesforce.
- Created and maintained policies and procedures supporting best practices, ethical, and professional research standards.
- Managed the prospect research budget and coordination of contracts with external agencies.
- Provided basic prospect research training and development to staff across the business.
Experience
2-5 Years
Level
Executive
Education
B.Comm.
