United Way · 8 hours ago
Prospect Researcher
San Antonio, TX
Full-time
Onsite
Mid Level
$60K/yr - $70K/yr
3+ years expUnited Way of San Antonio and Bexar County is dedicated to improving lives and creating community-level change. The Prospect Researcher will support the Individual and Major Gifts and Corporate Giving teams by conducting prospect research and managing fundraising portfolios to enhance donor relationships.
EducationHealth CareNon Profit
Responsibilities
Uses CRM and prospect research tools to gather, evaluate, and analyze donor data and behavior to identify and segment prospects for assignment to appropriate stages of the donor pipeline
Generates prospect lists, donor profiles, event briefs, and other materials based on confirmed data procured through research for use by front-line fundraisers to build custom cultivation strategies
Provides portfolio management support to front-line fundraisers including tracking relationships and planning proposals in the CRM, updating the moves management guidelines document, and conducting regular portfolio review meetings to analyze and balance portfolio performance
Tracks and manages portfolio activity and conducts supporting donor research for the purposes of partnering with portfolio managers to create customized and effective cultivation/solicitation strategies for donors
Builds dashboards, queries, and reports using CRM and Excel to analyze solicitor activity, portfolio performance, pipeline progress, and donor behavior trends for use by front-line fundraisers in the creation of fundraising strategies
Utilize shared systems like Monday.com, SharePoint, and others to maintain collaboration and transparent information with teams and departments in alignment with departmental standards and procedures
Manages the analytics data related to donor behavior through reporting and project management to support all fundraising strategies
Conducts regular wealth screenings of recent donors to identify new major gift prospects
Proposes and coordinates prospect assignments to portfolios
Updates information in CRM on prospects discovered through research, staff solicitors, and other UWSA staff to ensure data integrity and usefulness to fundraising staff
Manage prospect research tool use and subscription
Analyzes and interprets local and national news and other publications to communicate their potential effect on current donors and prospects
Stays current with trends in philanthropy and technical developments that apply to prospect research and management
Qualification
Required
Bachelor's degree
Minimum of 2 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes
Minimum 1 year of work experience conducting analysis of donor and fundraising data for development purposes
Experience with data analytics and data visualization tools
Detailed knowledge of moves management process (identification, cultivation, solicitation, and stewardship) and related techniques for individual donors
Familiarity with Microsoft Excel, using complex formulas, pivot tables, and data visualization
Comprehensive knowledge of standard office practices, procedures, equipment, techniques, and standard office software, such as MS Office suite
Excellent written and oral communication skills
Strong customer service skills and willingness to assist others
Able to communicate complex information clearly
Effective leadership skills
Strong organizational and strategic-thinking skills
Strong analytical and problem-solving abilities
Strong research and data analysis skills
Proficient in Microsoft Office Suite
Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally
Preferred
Master's degree in Business, Health & Human Services, Public Policy or other related field of study
Experience with fundraising CRM (Sylogist preferred) and prospect research and modeling tools (KindSight)
Competent with Adobe Products Suite
Benefits
Employer-subsidized healthcare plan with employer-funded HRA offered.
Group dental, vision, life insurance and other insurance products available.
Paid holidays, personal and sick leave time.
403(b) retirement plan with employer matching available.
Company
United Way
Whenever there is a need in our communities, United Way is there.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Truist Foundation
2024-10-08Grant
Leadership Team
Angela F. Williams
President & CEO
Tom Lowery
SVP. Chief Transformation Officer
Recent News
2025-11-05
2025-10-30
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