Charitable Advisors LLC
  • 16-Dec-2017 to 14-Jan-2018
  • - United Way of Central Indiana
  • Indianapolis, IN, USA
  • $40,000
  • Full Time
  • Complete Benefits Package Available

United Way of Central Indiana, recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Fundraising Research Associate is responsible for assisting with the operations of prospect identification, pipeline development, prospect research, analysis of corporate accounts, moves management and relationship management. Reporting to the Fundraising Research Manager, the Research Associate will prioritize proactive and reactive prospecting and research assignments in conjunction with departmental fundraising goals, conduct detailed research, and collaborate on projects that support the fundraising team. 

Position Duties & Responsibilities
The following statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. 
• Work closely with the Fundraising Research Manager to manage a research request queue and respond to requests in a timely manner.
• Research, verify and analyze biographical, financial and philanthropic information on individual, corporate and foundation donors and prospects.
• Establish a proactive research routine, utilizing methods such as daily news screenings, reviewing push technology/alerts and donor lists to identify new individual, corporate and foundation prospects and monitor current prospects.
• Collaborate with fundraising staff, including members of the Fundraising Operations team, to complete projects and identify future research opportunities. 
• Update and maintain a complex database of confidential information to ensure current and accurate information. Extract information from a Microsoft CRM database, analyze, draw conclusions and make recommendations based on findings.
• Assist with regular profile maintenance and data quality of leadership, major and transformational giving prospects.
• Assist with the preparation and execution of regular wealth screenings.
• Participate in on-going professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.
• Perform special assignments and other work, on an as-needed basis.

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and be present in the office while performing those functions. The requirements listed are representative of the basic knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals and objectives.  The individual should have effective communication skills, attention to detail and organization, and flexibility and adaptability. The individual will also maintain knowledge of trends in his/her area of responsibility and reviews literature to understand key issues.

Education and/or Experience
• Bachelor's degree required; graduate degree preferred. Work experience may substitute for education requirements on a case by case basis.
• Two or more years of successful prospect research experience, library science, information management, analytics or another related field is preferred.
• Experience using Microsoft CRM and other prospect research subscription services is preferred. 
• Excellent written communication skills and a clear, concise writing style are key skills to this position.  
• Excellent analytical skills – define problems, research and collect data, establish facts, and draw valid conclusions.
• Ability to follow ethical standards, utilize discretion in dealing with sensitive and confidential information.

Physical Demands

The physical demands described here are general representations of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit, reach with hands and arms, talk, and hear. The employee frequently is required to use hands to touch and handle objects. The employee frequently stands or walks.
• The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Office setting, with sustained use of a computer.
• The noise level in the work environment is minimal to moderate.
• Maintains personal/professional competency and works to create an environment of courtesy, respect, enthusiasm, and a positive attitude in all interactions both internal and external to the organization.

Core Competencies
United Way of Central Indiana's team is evaluated on the following core competencies:
• Courage
• Accountability
• Respect
• Excellence
• Thinking Strategically
• Stakeholder Experience
• Effective Communication

Click the APPLY button to apply online now.

This position has been closed and is no longer available.
Charitable Advisors LLC


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