• Run wealth screenings and proficient in using Raiser's Edge CRM, ResearchPoint, NXT, LexisNexis for Development, Foundation Directory Online and other research databases
• Mine various data and indicators such as news, public records, government filings and other sources to evaluate giving likelihood and determine individual cultivation strategies
• Conduct analysis and develop new ideas for discovery research, strategy reporting, and portfolio management; work closely with Philanthropy officers to assist with prospect and solicitation strategy
• Research lead on special prospecting projects determined by the executive team
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Posted May 16, 2024
Transformed complex public records data into an accessible format which involved thorough data analysis & strategic presentation of findings.