Philanthropy Research & Technology Analyst

Position Summary: Help develop a strategic, technology-enabled prospect research program that enables Unity’s Philanthropy department to identify top donor prospects and grow annual, capital and planned gifts toward the organization’s fundraising goals.

Essential Job Functions:

• Conduct prospect research on individuals, corporations and foundations using online, print and in-house sources and staff feedback, and provide quantitative and qualitative information on Unity’s major donors.
• Train staff in compiling and analyzing prospect research.
• Serve as Philanthropy’s subject-matter expert on prospect research and donor-data technology; with the Director, evaluate, select and help implement CRM, wealth-screening, AI-enabled research tools and data providers.
• Partner with the Communications team, which leads mid- and lower-tier donor communications, by providing donor data, segmentation and research insight that keep annual giving and stewardship messaging aligned with major-gift strategy.
• Maintain a library of prospect research resources, including books, periodicals, online databases and website bookmarks, for staff use.
• Manage the budget for the research library and other philanthropy research costs.
• Research new-to-file major donors and supporters attending retreats, events and campus visits, and identify potential donors for specific projects, products and services. Alert staff to high-capacity or high-propensity donors to maximize the effectiveness of trips and interactions.
• Provide ongoing reports, including weekly CEO and special project reports, monthly donor reports, quarterly giving reports and others as assigned.
• Organize and lead prospect management strategy sessions.
• Create a gift planning calendar and implement year-round activities, such as emails, eblasts and donor surveys, to identify, educate and recognize planned giving donors.
• Work with departments across the organization to ensure donations, including pledges and capital campaign gifts, are accurately recorded and acknowledged.
• Manage the donor acknowledgement program end to end: research and order acknowledgements, confirm inscription accuracy and honor donor intent for placement and installation.
• Gather, analyze and report data to measure each team member’s performance, including annual giving, campaign giving, planned gifts and donor contacts.
• Regular and reliable attendance at the worksite/telework.
• Adhere to all company and departmental policies and procedures per the guidebook including all safety requirements including all safety guidelines.
• Utilize electronic time management system to input time, attendance and paid off request.

Non-Essential Job Functions:

• Support other divisions as requested.
• Participate in organizational planning and/or attend special events.
• Attend business meetings and take minutes to distribute, as assigned.
• Utilize electronic time management system to input time and attendance. Review and approve time records on behalf of Director, as needed.

Qualifications

Competency Statement(s):

Problem Solving: Able to critically analyze issues/concerns and identify appropriate solutions.

Accountability:Accepts responsibility for personal actions demonstrates integrity and maintains confidentiality. Demonstrates excellent customer service and a commitment to spiritual growth and continuous learning.

Values: Ability to demonstrate Unity’s core values

Education: Bachelor’s degree in fundraising or related field required or equal work equivalency.

Experience:

• At least five years’ experience working in a Philanthropy or Development office.
• Ability to work when needed, including some travel and hours outside the 4-day workweek.
• In-depth knowledge of donor CRM platforms (e.g., ACS, Raiser’s Edge NXT, Salesforce, Virtuous, or comparable) required, with demonstrated interest in adopting new fundraising technology, including AI-enabled research tools.
• Experience with wealth screening and prospect research platforms (e.g., iWave, DonorSearch, WealthEngine, or comparable) strongly preferred.
• Superior Internet search skills.
• Ability to meet deadlines and manage multiple projects simultaneously.
• High comfort level with ambiguity and evolving institutional priorities.
• Interpersonal skills that support goals while fostering positive team and organizational morale.
• Demonstrated outstanding communications skills.
• Experience training staff on databases and Microsoft Office desired.
• Attention to detail and ethical information gathering expected.

Computer Skills:

• Minimum advanced end-user of MS Office: MS Word, MS Excel, MS PowerPoint, and MS Outlook/Calendar. Advanced PC keyboarding skills.
• Knowledge of social media, blogging and web-based communications.

Certificates & Licenses:

Other Requirements: Demonstrated successful experience retaining sensitive and confidential information.

Knowledge of Unity principles preferred. Skills testing required at time of application: MS Word, MS Excel, and MS PowerPoint

Work Environment & Physical Requirements

Activity

Frequency

Inside Work

C

Outside Work

N/A

Use of Hands/Fingers

C

Lifting/Carrying: 25 lbs. Max

F

Climb- Stairs/Ladders

O

Reach (select): Overhead /Forward

N/A

Sitting/Workstation

F

Traveling

O

Exposure to Hazards

N/A

Excessive Noise

N/A

Exposure to Temperatures

N/A

Operate Computer

C

Talk/Communicate:

C

Operate Company Vehicles

C

Taste/Smell:

N/A

Standing/Walking

F

Stoop/Kneel/Crouch/Crawl

O

Read/See/Hear

C

Operating Company: Copier, Fax, Printer, Telephone System

C

Personal Protection Equipment:

N/A

N/ANot Applicable Activity - Not applicable to this occupation

O Occasionally Position requires this activity up to 0-27% of the time (02.5 or < hrs/day)

F Frequently Position requires this activity up to 27-61% of the time (02.5-5.5 hrs/day)

C Constantly Position requires this activity up to 61-100% of the time (5.5+ hrs/day)

Additional Information

Work Environment: Office Environment