Philanthropy Research & Technology Analyst

Position Summary:

Help develop a strategic, technology-enabled prospect research program that enables Unity’s Philanthropy department to identify top donor prospects and grow annual, capital and planned gifts toward the organization’s fundraising goals.

Essential Job Functions :

• Conduct prospect research on individuals, corporations and foundations using online, print and in-house sources and staff feedback, and provide quantitative and qualitative information on Unity’s major donors.
• Train staff in compiling and analyzing prospect research.
• Serve as Philanthropy’s subject-matter expert on prospect research and donor-data technology; with the Director, evaluate, select and help implement CRM, wealth-screening, AI-enabled research tools and data providers.
• Partner with the Communications team, which leads mid- and lower-tier donor communications, by providing donor data, segmentation and research insight that keep annual giving and stewardship messaging aligned with major-gift strategy.
• Maintain a library of prospect research resources, including books, periodicals, online databases and website bookmarks, for staff use.
• Manage the budget for the research library and other philanthropy research costs.
• Research new-to-file major donors and supporters attending retreats, events and campus visits, and identify potential donors for specific projects, products and services. Alert staff to high-capacity or high-propensity donors to maximize the effectiveness of trips and interactions.
• Provide ongoing reports, including weekly CEO and special project reports, monthly donor reports, quarterly giving reports and others as assigned.
• Organize and lead prospect management strategy sessions.
• Create a gift planning calendar and implement year-round activities, such as emails, eblasts and donor surveys, to identify, educate and recognize planned giving donors.
• Work with departments across the organization to ensure donations, including pledges and capital campaign gifts, are accurately recorded and acknowledged.
• Manage the donor acknowledgement program end to end: research and order acknowledgements, confirm inscription accuracy and honor donor intent for placement and installation.
• Gather, analyze and report data to measure each team member’s performance, including annual giving, campaign giving, planned gifts and donor contacts.
• Regular and reliable attendance at the worksite/telework.
• Adhere to all company and departmental policies and procedures per the guidebook including all safety requirements including all safety guidelines.
• Utilize electronic time management system to input time, attendance and paid off request.

Non
- Essential Job Functions:

• Support other divisions as requested.
• Participate in organizational planning and/or attend special events.
• Attend business meetings and take minutes to distribute, as assigned.
• Utilize electronic time management system to input time and attendance. Review and approve time records on behalf of Director, as needed.

Competency Statement(s):

Problem Solving:
Able to critically analyze issues/concerns and identify appropriate solutions.

Accountability:
Accepts responsibility for personal actions demonstrates integrity and maintains confidentiality. Demonstrates excellent customer service and a commitment to spiritual growth and continuous learning.

Values:
Ability to demonstrate Unity’s core values

Education:

Bachelor’s degree in fundraising or related field required or equal work equivalency.

Experience:

• At least five years’ experience working in a Philanthropy or Development office.
• Ability to work when needed, including some travel and hours outside the 4-day workweek.
• In-depth knowledge of donor CRM platforms (e.g., ACS, Raiser’s…