Universities of Wisconsin · 2 months ago
Prospect Development Analyst
UWLAC University of Wisconsin La Crosse is seeking a Prospect Development Analyst to support donor-facing fundraisers by providing essential research and analytics. The role involves identifying prospective donors, managing portfolios, and ensuring data integrity to foster meaningful philanthropic relationships.
Higher Education
Responsibilities
Ensure compliance with ethical and legal standards, including APRA best practices and data privacy regulations
Stay updated on Blackbaud and prospect research best practices
Attend professional development events. Maintain membership with APRA
Train and mentor staff on prospect research techniques and wealth indicators
Maintain prospect research Standard Operating Procedures
Participate in meetings with Blackbaud consultants as needed
Build, evaluate, and manage prospect portfolios and pipelines
Ensure accurate and up-to-date prospect research for assigned individuals, foundations, and companies, including maintaining and updating portfolio classifications to align with development recommendations
Lead or support quarterly portfolio review meetings to assess composition, activity, and prospect identification
Perform ongoing data analysis to refine development strategies
Develop and refine a system for monitoring fundraiser portfolios, ensuring an optimal balance of assigned prospects
Utilize predictive modeling and advanced data analytics to identify high-potential donors and inform solicitation strategies
Analyze research data to assess fundraising strategies
Collaborate with the Director of Advancement Services regarding data health and research projects
Monitor and communicate new research trends and techniques
Design and produce accurate reports for moves management
Analyze internal and external data to identify major gift prospects by region and affinity
Conduct prospect research on individuals and institutions
Create and maintain donor and prospect profiles with biographical, philanthropic, and financial data
Support annual planning and portfolio updates through data analysis and wealth screenings
Provide strategic guidance to fundraisers on prospect pipeline development and engagement strategies
Assist with data entry, records management, and pipeline/opportunities updates
Update constituent records in the donor database, ensuring data accuracy
Cross-train with staff and provide backup support as needed
Maintain expertise in Raiser’s Edge, NXT, and ResearchPoint
Serve as the internal expert on prospecting tools such as ResearchPoint. Investigate additional research tools, such as iWave, and DonorSearch, to enhance our capabilities in the future
Generate queries, exports, reports, and prospect lists for development officer travel planning and other fundraising initiatives
Qualification
Required
Bachelor's degree or three years of related experience
Proven experience in prospect development, wealth screening, and data analysis
Strong attention to detail and ability to interpret qualitative and quantitative data
Measurable written and verbal communication skills and the ability to maintain confidentiality related to sensitive donor information
Proficiency in Word, Excel, and internet search techniques
Preferred
Experience with Blackbaud Raiser's Edge or another CRM such as Sales Force, etc
Proficiency in donor data analytics
Experience with online and paid research tools (e.g. LexisNexis, ResearchPoint, iWave, DonorSearch)
Strong organizational skills and ability to manage multiple priorities efficiently
Familiarity with predictive analytics and data modeling techniques in philanthropy
Benefits
Paid vacation for 12-month positions.
Excellent flexible health insurance with low co-pays and good coverage.
Paid holidays and sick days after 5 years of employment, you become vested in our retirement system which ensures income post-career.
Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation.
Company
Universities of Wisconsin
13 universities. 1 mission. To make Wisconsin...Future Ready. For All.
Funding
Current Stage
Late StageTotal Funding
$7MKey Investors
Alfred P. Sloan Foundation
2019-01-01Grant· $7M
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