• Senior Associate, Prospect Research, Philanthropic Partnerships

    Location US-DC-Washington
    Posted Date 3 weeks ago(5/30/2018 2:47 PM)
    Job ID
    2018-5492
    Department
    Philanthropic Partnerships
    Company
    The Pew Charitable Trusts
  • Overview

    The Pew Charitable Trusts is driven by the power of knowledge to solve today’s most challenging problems. Pew applies a rigorous, analytical approach to improve public policy, inform the public and invigorate civic life.

     

    We are an independent nonprofit organization – the sole beneficiary of seven individual trusts established between 1948 and 1979 by two sons and two daughters of Sun Oil Company founder Joseph N. Pew and his wife, Mary Anderson Pew.

     

    Our work lays the foundation for effective policy solutions by informing and engaging citizens, linking diverse interests to pursue common cause and insisting on tangible results. Our projects encourage efficient, responsive governments – at the local, state, national and international levels – serving the public interests.

     

    With offices in Philadelphia, Washington, DC, Australia, Brussels and London, and with additional staff in other regions of the United States and around the globe, Pew provides an exciting learning environment and the opportunity to work with highly talented individuals. We are a dynamic, rapidly evolving organization that values creativity and innovative thinking and fosters strong teamwork with mutual respect.

     

    Philanthropic Partnerships (PPG)
    This seven-year-old unit leads fundraising for Pew with the goal of significantly increasing external support for the institution’s diverse programs. PPG is responsible for identifying, cultivating, soliciting, and stewarding individual and institutional prospects. PPG collaborates with staff across the institution to carry out its responsibilities.

    Position Overview
    PPG’s Research and Data Strategy team advances Pew’s fundraising efforts through strategic, comprehensive research and informed analysis of prospects and potential prospects. This is exhibited through profiles, reports, and memos to the Pew board of directors, Executive Office, senior leadership, PPG, program directors, and other Pew staff. The team is responsible for proactively identifying prospects, conducting prospect research, and drafting, implementing, and managing policies and procedures related to research. It also provides oversight for the department’s use of the database, including prospect management and tracking as well as reporting on fundraising progress. The team is comprised of a director, an associate manager, an officer, two senior associates, and three associates, and collaborates with PPG fundraisers and program colleagues throughout the institution to support Pew’s diverse portfolio of work.

    We are seeking a collaborative, articulate, and data-oriented professional with a minimum of four years of experience in a non-profit organization or research institution. The ideal candidate will be familiar with utilizing a wide range of research resources, and demonstrate proficiency at translating data and information into written documents. Experience analyzing institutional risk is strongly preferred.

    The Senior Associate position is based in Pew’s Washington, DC, office and reports to the Director of Research and Data Strategy. The Senior Associate’s responsibilities will continue to develop in line with PPG’s growth and needs.

    Responsibilities

    • Identify, research, and analyze new prospects and current donors by reviewing and analyzing news media, financial documents, internal files and databases, online donor information systems, and other internal and external resources. Utilize quantitative criteria including income, assets, liabilities, and giving patterns to evaluate each identified prospect’s potential, propensity to make a gift, and any potential reputational risks.
    • Draft, review, and edit philanthropic research documents, including background reports, prospect briefings, and biographies. Initiate proactive research as needed. Ensure that briefing materials are appropriate for senior leadership and aligned with institutional strategy and key messages.
    • Assist with cultivation and stewardship events by developing guest profiles.
    • Perform basic project management duties. Complete complex projects under minimal supervision.
    • Analyze, segment, and create reports from wealth screening information.
    • Share best practices and provide training to colleagues. Review research products prepared by research associates.
    • Assist in the evaluation and selection of vendor services and new research resources.
    • Participate fully in Pew’s intranet and Salesforce constituent relationship management (CRM) systems as they pertain to PPG and prospect research.
    • Thoroughly understand Pew and how it operates; develop a comprehensive knowledge of its history, culture, programs, and base of financial support.
    • Adhere to recognized fundraising and research ethics policies and standards.

    Requirements

    • A bachelor’s degree required. Skills associated with the completion of a graduate degree preferred.
    • A minimum of four years of professional experience required. Experience in a non-profit organization and with donor research required.
    • Knowledge and understanding of the development/fundraising/relationship building cycle and where prospect research fits within that cycle.
    • Superb written skills (including editing and proofreading). Ability to understand Pew’s mission and to develop complex written materials to summarize the essence of a prospect. High level of attention to detail, particularly with names, financial data, and biographical details. Ability to double-check work for accuracy and quality.
    • Demonstrated strong research and analytical skills. Ability to investigate an issue, ask thoughtful questions, and recommend possible solutions. Ability to build a logical approach to address problems by drawing on own knowledge and experience or by seeking other references or resources as appropriate.
    • Creative and strategic thinker. Ability to think outside the box, challenge conventional norms, and try new approaches.
    • Strong partnership orientation. Ability to develop strong working relationships and facilitate communication among colleagues.
    • Self-disciplined, action-oriented style. Ability to prioritize tasks to meet deadlines. Strong work ethic.
    • Sound judgment and discretion in handling and securing confidential information and adhering to professional ethics.
    • Ability to assess potential reputational risks presented by prospective donors and possession of sound judgment about when to notify leadership to potential concerns or problems.
    • Ability to understand organizational structure and work through administrative systems.
    • Demonstrated proficiency in the use of office software (Microsoft Word, Excel, PowerPoint, and Outlook) and research databases such as LexisNexis, WealthEngine, and Factiva. Ability to learn new prospect and donor technology used at Pew, including Salesforce, if not already familiar.

     

    Travel
    Minimal travel anticipated.

     

    Compensation and Benefits
    We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance.

     

    The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.

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