Prospect Research Manager

About the Role

The Manager, Prospect Research & Analytics provides donor and organization prospect research and analytics services to all regional health ministries (RHMs) across Trinity Health. Partners in system-wide initiatives such as Blackbaud Target Analytics, institutional market analysis, and wealth screening. Analyzes donor giving patterns, trends, and preferences. Performs in-depth prospect research on current and potential donors.

Proactively and independently identifies and researches prospects, analyzing biographical, financial, or other data from internal and external sources to determine capacity and inclination to give. Responsible for entering, updating, and maintaining prospect research data in Trinity Health’s shared donor data management system. Develops and produces prospect research reports and other prospect dashboard/metric data analytics to support fundraising efforts.

Collaborates with Regional Health Ministry (RHM) Foundation and Development Office colleagues regarding prospect research requests and data results, providing valuable information to facilitate effective cultivation and solicitation of Annual, Major, Planned, and Principal Gift prospects. Presents job aids and training sessions to keep Trinity Health Philanthropy colleagues informed of market capacity, opportunities, and best practices for data-driven fundraising strategies.

Responsibilities

• Uses advanced research skills and a variety of organizational and financial sources (online databases, library and government websites, and other public information) to collect, analyze, qualify, and disseminate information related to financial capacity and philanthropic tendencies of individuals, corporations, and foundations.
• Maintains and updates prospect records in Trinity Health Philanthropy’s shared national database in a timely manner.
• Designs, develops, and produces custom reports, ad-hoc queries, and data exports to support prospect research.
• Ensures accuracy and completeness of reports and other documents.
• Collaborates with RHMs and System Office team members to fulfill research requests.
• Possesses a strong understanding of software and tools used in prospect research, applying best practices effectively.
• Maintains good rapport and cooperative relationships, providing excellent customer service to internal and external stakeholders.
• Adheres to the mission, vision, and values of Trinity Health in leadership behaviors, practices, and decisions.
• Follows the Code of Professional Fundraising Ethics, APRA Code of Ethics, and AFP Donor’s Bill of Rights, as well as Trinity Health’s Code of Conduct.
• Maintains confidentiality of wealth screening processes and donor/prospect results.
• Stays current with HIPAA and fundraising regulations, ensuring compliance with Protected Health Information (PHI) confidentiality requirements.

Requirements

• Bachelor’s degree is required; degree in Information Science, Library Science, or a related field is preferred.
• At least three (3) years of experience in Fundraising Operations, specifically Prospect Research, is required.
• A minimum of two (2) years’ experience as a frontline fundraiser with a solid understanding of the donor solicitation cycle (identification, qualification, cultivation, solicitation, and stewardship).
• Healthcare or higher education fundraising experience is preferred.
• Proficiency in industry-standard data analytics and research tools, such as ResearchPoint, Lexis Nexis, CoreLogic, Larkspur, Hoovers, Guidestar, NOZA Search, Dun and Bradstreet, Marquis Who’s Who, Refinitiv, Experian, ProPublica, Candid (formerly Foundation Directory Online), and various county deeds and public websites.
• Proficiency in donor databases and Microsoft applications; Blackbaud Raiser’s Edge and Blackbaud CRM are preferred.
• Ability to independently perform and produce large-scale data mining, wealth screening, target analytics, and predictive statistical models, presenting findings clearly and actionably.

Benefits

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By embracing our differences, we grow stronger together and deliver more compassionate, person-centered care.