Prospect Researcher and Planned Giving Officer

Raleigh, WV - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Job Summary:
The Prospect Research and Planned Giving Officer reports to the Senior Director of Development and Strategic
Partnerships supports the Universitys Office of Institutional Advancement by providing data-driven insights
research and analysis that strengthen donor engagement strategies and stewardship efforts. This position
focuses on identifying and analyzing prospective donors cultivating planned giving opportunities and supporting
development staff with actionable information while maintaining compliance with federal and institutional
guidelines.

Essential Job Functions:
Prospect Research & Analysis
Conduct in-depth research on individuals corporations foundations and others to identify prospective
planned giving donors
Analyze financial capacity interest philanthropic interests and giving history to assess alignment
Develop a pipeline of prospect profiles including briefing materials and research reports for leadership
and development officers
Maintain accuracy and integrity of prospect management databases ensuring compliance with data
privacy standards
Prepare materials that explain planned giving estate planning and deferred giving opportunities in
collaboration with legal and financial advisors
Ensure proper donor recognition and stewardship
Support stewardship by tracking planned gift expectancies and documenting donor intentions in
coordination with Advancement staff.
Monitor national and sector-wide trends in planned giving reporting insights to inform institutional
strategies.
Create dashboards data visualizations and regular reports on prospect pipeline development and
planned giving trends
Analyze donor and prospect data to identify gaps opportunities and emerging patterns.
Provide leadership with evidence-based recommendations to inform donor engagement strategies
Ensure all prospect research and planned giving activities comply with federal Uniform Guidance
institutional policies and ethical standards of fundraising research
Collaborate with advancement staff academic leaders and external partners to support donor
engagement without engaging in direct solicitation or fundraising
Support grant-funded projects by providing data and analysis that demonstrate impact alignment with
strategic priorities and opportunities for long-term sustainability
Other duties as assigned.

Supervisory Responsibilities
None

Minimum Job Qualifications
Education and/or Experience
Bachelors degree in business nonprofit management data analytics library/information science or
related field (Masters preferred).
Minimum 3 years of experience in prospect research advancement services planned giving or related
areas.
Strong skills in data analysis financial research and database management (experience with
advancement CRMs such as Donor Search Wealth Engine or similar preferred).
Knowledge of planned giving vehicles and estate planning concepts.
Excellent written and verbal communication skills with the ability to synthesize complex data into
actionable insights.
Strong attention to detail discretion and commitment to confidentiality.

Certificates Licenses or Registrations
None

Other Competencies (skills abilities behavior)
Must have a philosophy that is consistent with the Mission Vision and Core Values of the organization. Vision
commitment and experience in achieving goals and pursuing excellence is critical. Strong oral and written
presentation skills. Ability to work well independently and as a member of a team. Excellence in organization
decision-making problem-solving and creating a collaborative environment. Ability to manage multiple projects
simultaneously. Must be able to read write and speak fluently in English.

Physical Demands
Ability to sit or stand for up to 8 hours/day. Some lifting (up to 25 pounds occasionally) bending and carrying.
The employee is regularly required to talk and hear and to use hands and fingers to handle or feel.

Required Experience:

Unclear Seniority