Added - 02/13/23 Associate Fund Researcher Market Research/Consumer Insights Walnut Creek , Cal[...]

Company: Thesagegroup
Location: San Francisco
Posted on: March 20, 2023

Job Description:

WE WOULD LOVE TO HEAR FROM YOU The Sage Group assists time-constrained Bay Area executives and managers by finding consultants, contractors & permanent talent that thrive in today's fast-paced, fluid and demanding business climate.
Added - 02/13/23 Associate Fund Researcher Market Research/Consumer Insights Walnut Creek , - California - Temp Related Market Research/Consumer Insights Jobs Senior Qualitative Researcher San Francisco , California View all jobs in this category Associate Fund Researcher

The Sage Group is seeking an Associate Fund Researcher for our client, the parent organization leading a family of companies (FOC) that includes Easterseals Northern California, Easterseals Hawaii, Catalight Care Services, and Xolv Technology Solutions. Across the five non-profit companies, there are nearly 700 employees working together to responsibly disrupt and transform home and community-based care and help become a diverse, equitable and inclusive organization that works proactively to address complex societal problems such as healthcare access and greater well-being for underrepresented communities.

Job Summary The Associate Fund Researcher identifies, researches, analyzes, ranks and prioritizes information on all prospective donors. This role supports key leadership to inform development strategies and advance potential donor relationships. The Fund Researcher responds to research requests in a timely manner, analyzing and synthesizing information, and generating user-friendly profiles, memos and reports. Using manual research methods and online donor databases, qualifies, screens, and rates potential donors, and proactively identifies new prospective corporate, major and principal gift donors. As part of a collaborative team, the researcher will work with the Chief Development Officer and members of the Development Team to ensure that best prospects are assigned for follow up. The Fund Researcher plays a critical role in the overall success of the growing Development Program.

The role will include generating departmental reports; and will research individual prospects in support of development efforts and may assist the Development team in other fundraising activities, such as events, campaigns, outreach, and individual and corporate donor engagement.

The Fund Researcher may also support a variety of donor appreciation activities, programs and mailings and may assist with the preparation and submission of applications and proposals for the provider organization. Core Responsibilities & Essential Job Functions: Using a variety of electronic and print resources, develops and synthesizes information on prospects (including individuals, corporations and foundations) to produce clear profiles/biographies of their background, career, financial capacity, philanthropic interests, and nature of relationship to Catalight and Easterseals Northern California and Easterseals Hawaii. Identifies new opportunities by actively utilizing multiple tools to complete deep and comprehensive research on both prospective individual funders, corporate and foundation funders in all relevant areas of opportunity. Some outreach and engagement with potential funders and community stakeholders will be required. Maintains detailed records of completed research with outcomes of outreach. Establishes and follows protocols to determine how and when prospects are put into the database. Undertakes financial analysis of prospects' and donors' known wealth indicators to assess potential philanthropic capacity. Conducts proactive research to identify new potential major and principal gift donors using push technology, data mining, screening, and other methods. Proactively tracks and disseminates donor and prospect-related information. Monitors news and publicly available financial information on prospects from SEC filings, press releases, and major newspapers. Analyzes various geographic areas and industries to ascertain the strength and fundraising viability in particular sectors. Supports prospect screening and data mining projects. Helps to independently verify screening results. Updates information in CRM database following established data standards. Strategizes and partners with Development Team and the Chief Development Officer to support the development of high-capacity portfolios. Maintains proficiency with standard prospect research resources (electronic, print, and other) and stays abreast of new resources and technologies. Tracks research activity for internal prospect research metrics. Creates and generates both standard and custom reports on opportunities and prospects. Always safeguards the confidentiality of constituent information by adhering to ethical and industry standard confidentiality guidelines. Supports other development staff when directed, in activities such as Events, Individual Donors, and department- wide writing projects. Ensures all online donor search engines have accurate data and an up-to-date organization profile. Works collaboratively with the Chief Development Officer to research and pursue all funding opportunities through corporations who are donating in other ways. Qualifications: Minimum Education, Experience & Training Equivalent to: Bachelor's degree or equivalent work history required. 2+ years in a researching and reporting role. Familiar with CRM database software (e.g. Salesforce) and donor research tools. Leads and participates in appropriate meetings. Attends workshops, trainings, and meetings as needed. Works a flexible schedule as necessary, including additional weekend or evening hours for special events or deadlines. Performs other duties as assigned. - Knowledge & Skills: Sensitivity to working with an ethnically, linguistically, culturally, and economically diverse population. A commitment to the values of the organization while demonstrating good judgment, flexibility, patience and discretion when dealing with confidential and sensitive matters. Proficient in Microsoft Office (Outlook, Word, Excel, etc.), especially Excel and related computer software. Consistently demonstrate good judgment and decision-making skills while maintaining the highest level of confidentiality. Work in an exciting, fast paced high energy environment while effectively multitasking and managing day-to-day responsibilities without supervision. Personable; able to work comfortably with individuals at all levels within the organization. Excellent verbal and writing communication skills; frequent proofreading and checking documents for accuracy. Must be highly detail-oriented. Strong interpersonal skills.
Duration: Through 2023, could convert to FTE
Location: Remote, US
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Keywords: Thesagegroup, San Francisco , Added - 02/13/23 Associate Fund Researcher Market Research/Consumer Insights Walnut Creek , Cal[...], Other , San Francisco, California