• Senior Associate, Prospect Research, Philanthropic Partnerships

    Location US-DC-Washington
    Posted Date 3 months ago(7/29/2019 3:36 PM)
    Job ID
    Philanthropic Partnerships
    The Pew Charitable Trusts
  • Overview

    The Pew Charitable Trusts uses data to make a difference. For more than 70 years, we have focused on serving the public, invigorating civic life, conducting nonpartisan research, advancing effective public policies and practices, and achieving tangible results. Through rigorous inquiry and knowledge sharing, we inform and engage public-spirited citizens and organizations, linking diverse interests to pursue common cause. We are a dedicated team of researchers, communicators, advocates, subject matter experts, and professionals working on today’s big challenges and we know we are more effective and creative collectively than we are individually. With Philadelphia as our home town and the majority of our staff located in Washington, DC, our U.S. and international staff find working at Pew personally and professionally rewarding.

    Wise stewardship of resources allows Pew employees to pursue work that strategically furthers our philanthropic mission in significant and measurable ways. We collaborate with a diverse range of philanthropic partners, public and private organizations, and concerned citizens who share our interest in fact-based solutions and goal-driven investments to improve society. Pew attracts top talent, people of integrity who are service-oriented and willing to take on challenging assignments. We provide competitive pay and benefits, a healthy worklife balance, and a respectful and inclusive workplace. Pew employees are proud of their colleagues, proud of where they work, and proud of the institution’s reputation.


    Philanthropic Partnerships (PPG)
    Philanthropic Partnerships is responsible for identifying, cultivating, soliciting, and stewarding individual and foundation prospects and donors.


    Position Overview
    The objective of the Prospect Management and Research (PMR) unit within PPG is to advance the development efforts at Pew through strategic, thoughtful, comprehensive management of prospect and donor data as well as research and informed analysis of prospects and potential prospects. The work of this unit is exhibited through donor and prospect profiles, reports, and memos to the Executive Office, Philanthropic Partnership Group, program managing directors, the Principal Gifts Committee, and Pew staff.


    PMR is responsible for proactively identifying prospects, conducting prospect research, and drafting, implementing, and managing policies and procedures related to research. PMR also provides oversight for the department’s use of the database, including prospect management and tracking as well as reporting on fundraising progress.

    We are seeking a collaborative, articulate, and data-oriented professional with a minimum of four years of experience in a nonprofit 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 Associate Manager, Research. The Senior Associate’s responsibilities will continue to develop in line with PPG’s growth and needs.


    • 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.
    • Complete complex projects under minimal supervision, including performing basic project management duties.
    • Analyze, segment, and create reports from wealth screening information.
    • Share best practices and provide training to colleagues. Review research products prepared by team members.
    • 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.


    • 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 nonprofit 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, particularly in prospect identification as Pew does not have a natural constituency.
    • 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 Nexis for Development Professionals, WealthEngine, and Factiva.
    • Ability to learn new prospect and donor technology used at Pew, including Salesforce, if not already familiar.

    Minimal travel anticipated.


    Total Rewards
    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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