One- Prospect Development Analyst

Salary: $75,300.00 - $98,400.00 Annually

Final date to receive applications:
Oct 15, 2026

Prospect Research

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The One-Year Prospect Development Analyst coordinates aspects of data entry, relationship management, and hygiene for the Planned Giving team's growing portfolios. This position works closely with Planned Giving officers to help them execute on donor strategies, activities, and solicitations for legacy donors and prospects in their portfolios. This position works both in an administrative capacity to ensure timely and accurate data entry of strategic donor activities and in a strategic capacity to monitor, report out, and provide insights to help the team achieve its fundraising goals and performance metrics.

The Analyst works hand-in-hand with the Planned Giving team as an embedded partner attending their team meetings and coordinating with their team to lead the Planned Giving Team's Moves Management process by scheduling and facilitating bi-annual portfolio meetings, top prospect reviews, prospect pool management, donor strategy sessions, annual budgeting, and the annual goal-setting processes.

This is a non-supervisory position.

The One-Year Prospect Development Analyst is expected to work a full-time (37.5 hours/week) schedule, and may work hybrid or remote from the following locations:
San Francisco, CA, Washington, DC, or Remote Contiguous U.S. The successful candidate will work for 12 months with an anticipated start date in December or later.

• Lead portfolio management for the Planned Giving team, including monthly tactical meetings, as well as planning and facilitating bi-annual portfolio review meetings, preparing agendas and materials, and coordinating and executing follow-up actions to drive donor movement toward legacy commitments, asset-based giving, and long-term revenue growth.
• Partner with Planned Giving officers to develop, refine, and track donor strategies, cultivation plans, and engagement activities across the full planned giving cycle, from qualification through documented gift intention and ongoing stewardship, ensuring adherence to moves management best practices and a consistent, high-quality donor experience.
• Monitor and report on portfolio performance tracking future estate gift expectancies, documented intentions, realized bequests, asset-based giving, and solicitation activity; supporting annual goal setting; and sharing progress and insights with leadership and Planned Giving officers. Pull prospect list reports for PG prospect cultivation activities.

• Manage planned giving prospect activity in collaboration with Prospect Development colleagues, including prospect referral, assignment, tracking, and portfolio integrity, and coordinate blended gift opportunities by partnering with Major Gifts and Mid-level teams on referral protocols, dual assignments, and shared donor strategies.
• Ensure high standards of data quality and system use by maintaining accurate and complete donor records, including gift vehicle details (bequests, charitable gift annuities, charitable remainder trusts, beneficiary designations, gifts of appreciated assets), estate administration, supporting data hygiene initiatives, and ensuring compliance with departmental and organizational policies and procedures.
• Collaborate cross-functionally as an embedded team member of the Planned Gifts team attending their team meetings and strategic planning…