Major Donor Analyst, Swords to Ploughshares Veterans Rights Organization (San Francisco)

Responsibilities

• Conduct in-depth research to identify and prioritize individual donor prospects at the mid-level and major gift levels.
• Develop comprehensive donor profiles, including giving capacity, philanthropic interests, and relationship connections.
• Utilize LinkedIn and relevant professional and philanthropic networks to gather and synthesize data for prospect research and donor profile updates.
• Identify patterns across the donor portfolio to prioritize cultivation and solicitation activity and recommended asks.
• Develop and maintain a moves management calendar for prospects and current donors, including recommended next steps, ask amounts, and timing.
• Proactively alert and prompt leadership on upcoming touchpoints through calendar invites, briefing notes, and talking points.
• Draft personalized donor communications, meeting prep materials, and follow-up communications for leadership to send.
• Create targeted invitation lists for donor events to support fundraising and friend-raising goals and stewardship touchpoints.
• Support development of a planned giving program by identifying legacy giving prospects and preparing stewardship materials.
• Stay current on fundraising trends and local philanthropic opportunities through industry news, webinars, panels, and networking events.

Qualifications

• Experience 3-5 years of experience in nonprofit prospect research, fund development, or major gifts required.
• Strong analytical skills with demonstrated ability to synthesize donor research into concrete cultivation and solicitation recommendations.
• Ability to identify patterns across a donor portfolio.
• Highly organized and proactive, self-directed work style – even while working remotely.
• Must be able to communicate and work effectively with a variety of personalities and be comfortable embracing the agency’s principles of Cultural Humility.
• Strong written and verbal communication skills.
• Proficiency in using prospect research and wealth screening tools and donor databases, e.g. Salesforce, as well as Microsoft Suites, Zoom, Outlook, and other day-to-day tools.
• Familiarity with planned giving concepts a plus.

About Swords to Plowshares

Swords to Plowshares is a community-based not-for-profit organization founded in 1974 that provides counseling and case management, employment and training, housing, and legal assistance to veterans in the San Francisco Bay Area. We promote and protect the rights of veterans through advocacy, public education, and partnerships with local, state, and national entities. Our mission is to support veterans as they navigate the challenges of post-military life and to prevent and end veteran homelessness through wrap-around care and informed advocacy.

Additional Information

Organizational Website: http://www.swords-to-plowshares.org

Link URL: https://secure6.saashr.com/ta/6154276.careers?CareersSearch=&lang=en-US