Prospect Researcher

1 week ago

Sydney, New South Wales, Australia NORTH Foundation Full time
About the role

Main Purpose


In this newly created position, the Prospect Researcher will play a critical role in developing and implementing an overarching strategy for prospect research and management, supporting the Fundraising team.

The Prospect Researcher will be required to conduct high level research on prospective principal and major donors, trusts and foundations and corporate partners to identify their propensity to give.

Key Responsibilities

Reporting to the Director of Philanthropy, the Prospect Researcher will be responsible for:

  • Developing an annual prospect research plan to guide prospect research activities.
  • Use a variety of sources, techniques, databases and service providers to identify, research, organise and evaluate a prospective major donor's financial capacity, ability to give, willingness to give, philanthropic and private interests, and connection to the Foundation and/or specific hospital/facility.
  • Identifying and employing proactive prospecting methodologies, utilising both inhouse data and outside vendor research resources.
  • Developing indepth research profiles (including due diligence) and briefings for high value prospects and donors.
  • Providing market intelligence and supporter insight to help develop, retain, and grow existing relationships with high value supporters.
  • Leading and facilitating prospect review meetings and fundraiser portfolio reviews.
  • Proactively building partnerships across the business, including working closely with fundraising teams and collaborating with Business Services to improve data integrity.
  • Refining and monitoring prospect management system.
  • Maintaining comprehensive records of all research undertaken within Salesforce.
  • Providing monthly pipeline and prospect reports from Salesforce.
  • Creating and maintaining policies and procedures supporting best practices, ethical and professional research standards.
  • Managing the prospect research budget and coordination of contracts and with external agencies.
  • Providing basic prospect research training and development to staff across the Foundation.
Other duties as assigned by the Director of Philanthropy in line with the strategic vision.

Selection Criteria - Essential

  • 2+ years in a qualitative research role.
  • Knowledge of prospect research tools and resources.
  • Selfmotivated, with the ability to manage multiple projects and work in a deadline driven environment.
  • Understanding of wealth indicators, including income (estimated or public) and assets.
  • Understanding of prospect management practices, terminology and approaches.
  • Experience in profiling, network mapping, prospect qualification and other intelligence gathering activities while maintaining a high level of accuracy, confidentiality, and security.
  • Strong computer literacy skills and experience working with a relational database, as well as the Microsoft Office suite of products, including excel.
  • Ability to analyse and organise information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations.
  • Exceptional writing and oral communication skills for different audiences and write detailed analytical reports.
  • Strong attention to detail, and ability to investigate, analyse and synthesise large quantities of information and data and concise format for use by the Fundraising and Philanthropy team.
  • Sound judgment and discretion in dealing with confidential and sensitive donor information.
  • Strong interpersonal skills and the ability to liaise and build trust with various stakeholders.
  • Excellent time and project management skills.
Desirable

  • Experience using a CRM system such as Salesforce.
  • Knowledge of current trends and best practice within philanthropy and prospect research.
  • Experience working in the healthcare philanthropy sector would be advantageous
Behaviours / Attributes

  • A combination of personal sensitivity, maturity of approach is needed when working with prospective donors.
  • Ability to handle sensitive and confidential
  • Demonstrates accountability for work outcomes and exercising sound
  • Adaptable and able to make things happen in fastpaced dynamic team
  • Ability to receive instruction positively and execute
  • High level of attention to detail and accuracy with a proactive approach to minimise errors and increase efficiencies.
  • Quickly learns new technology and
  • Undertakes work in a safe and compliant manner by adhering to company policies, including workplace health and safety procedures.
  • Personal motivation and affinity with the NORTH Foundation
  • Selfconfidence, enthusiasm and a "can do"
  • Demonstrated commitment to teamwork, learning, skills development, knowledge, and information sharing.
  • Understand and promote NORTH Foundation Values
  • INTEGRITY | COMPASSION | INNOVATION | COLLABORATION | IMPACT

Position Description :
NORTH Foundation Prospect Researcher Position Description September 2023

Applications clo

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