Fundraising Researcher - Prospects and Pipeline

KEY RESPONSIBILITIES AND ACCOUNTABILITIES 

Prospect Research  

Lead on the development and maintenance of healthy prospect pipelines across the team to help maximise and strategically focus the team’s fundraising potential.  

Develop and ensure quality control of prospect research processes and documentation.  

Conduct thematic and project led prospect research to identify quality prospects that align with the Trust’s strategic aims and project offering.  

Conduct network mapping of key internal and external individuals to support the engagement and cultivation of new and existing prospects.  

Qualify and prioritise prospective donors on behalf of the team.  

Develop and maintain prospect pipelines across income streams, assigning canvassers and ensuring healthy moves management for broadening our donor pool.  

Develop our due diligence framework and implement on all qualified prospects, undertaking full ethical checks where required in line with the Trust’s ethical checks policy.  

Produce research profiles and biographical briefings for events. 

Utilise internal and external prospect research databases and resources to aid prospect identification. Utilise a matrix and ratings approach to qualify prospects based on their capacity, affinity and access criteria.  

Help to identify events that members of the team can attend in a networking and/or insight gathering perspective.  

Recommend appropriate and cost-effective research tools and support the Fundraising Operations Manager to manage this as part of the expenditure budget.  

Develop positive and productive working relationships with fundraisers, senior leadership and other relevant internal stakeholders.  

Contribute to CRM management and development within Fundraising Operations and the wider team 

Maintain and enhance your personal knowledge, skills and networks by playing an active role in the appropriate professional bodies and internal organisational groups. 

You’ll be flexible, with a willingness to work non-traditional hours and be available to travel in the UK.  

Market Insight  

Remain informed of key UK and European market trends within philanthropic and foundations sectors which may impact our prospect identification and qualification.  

Provide market intelligence when required to support Managers in strategic fundraising planning and implementation.  

Compliance  

Maintain up to date knowledge and understanding of the Data Protection Act, GDPR and ICO guidelines, and any other relevant legislation and guidelines and their impact on fundraising.  

Support the team to embed best practice in all areas related to compliance, ensuring the effectiveness and accuracy of processes in accordance with the Data Protection Act, GDPR and other applicable legislation or regulation.