Propsect Researcher

Reporting

Key Responsibilities

• Prospect Management
• Support ongoing prospect research and development activities to help build and maintain a strong prospect base for the Foundation’s annual fundraising and campaign priorities.
• Conduct research to identify potential individual, corporate, foundation and community prospects.
• Assist with maintaining accurate and up-to-date prospect and relationship information in Raiser’s Edge and related systems.
• Support the maintenance of prospect pipelines, account assignments and portfolio information.
• Assist fundraising staff with prospect tracking, portfolio updates and related reporting.
• Prospect Identification and Research
• Research and identify new and existing individual, foundation, corporate and community prospects aligned with Foundation and campaign priorities.
• Conduct research using internal records and reputable external sources, including biographical, philanthropic, corporate, financial, legal and publicly available information.
• Gather and organize information about prospects’ philanthropic interests, relationships, areas of giving and potential capacity.
• Monitor relevant business, financial, philanthropic and community developments and share information that may be useful to the fundraising team.
• Assist with research projects such as campaign prospecting, event attendee research, peer screening, sponsorship research, genealogy, and Board or committee nominee biographies.
• Prospect Analysis and Research Support
• Prepare clear and concise prospect profiles, briefing notes, research summaries and other materials to support fundraising activities.
• Review and summarize financial, corporate, foundation and philanthropic information to assist with understanding prospect capacity and interests.
• Support the fundraising team by providing relevant research and background information for donor cultivation, solicitation and stewardship activities.
• Respond to research requests in a timely manner and prioritize assignments based on fundraising and campaign needs.
• Maintain and update prospect lists, including prospects with potential for Mid-Level, Major, Leadership and Principal Giving.
• Prospect Management and Pipeline Support
• Support the ongoing development and maintenance of the Foundation’s prospect pipeline.
• Participate in weekly moves management and pipeline meetings by providing relevant research, updates and follow-up information.
• Assist with prospect review activities and provide research and information to support the movement of prospects through qualification, cultivation, solicitation and stewardship.
• Assist with pipeline tracking, prospect clearance, relationship assignment and portfolio updates.
• Identify new information, potential opportunities or changes in prospect circumstances and bring relevant findings to the attention of fundraising staff.
• Support prospect identification and research activities involving staff, Board members, campaign volunteers and other Foundation stakeholders.
• Assist with the development and maintenance of prospect research tools, templates and resources.
• Data Integrity, Privacy and Knowledge Management
• Maintain accurate, complete and current prospect research, ratings, relationships and other relevant information in Raiser’s Edge and related systems.
• Assist with maintaining consistent documentation, coding, tracking and reporting practices for prospect information.
• Ensure confidential and sensitive information is handled with discretion and in accordance with privacy legislation, ethical research practices and Foundation policies.
• Assist with reviewing and updating prospect research templates, processes and documentation to support consistent and efficient research practices.
• Organizational Contribution
• Build positive and collaborative working relationships with fundraising staff, leadership and volunteers.
• Provide research and administrative support for Foundation and campaign projects as priorities evolve.
• Stay current with relevant fundraising, philanthropic and prospect research trends and share useful information with the team.
• Participate in team meetings, projects and initiatives that support the Foundation’s fundraising objectives.
• Perform other related duties consistent with the scope and level of the position.

Education and Experience

Skills and Knowledge

• Exceptional research, critical-thinking and analytical skills, with the ability to identify philanthropic patterns, connections and opportunities among individuals, corporations and foundations.
• Demonstrated ability to assess and interpret complex financial, corporate, legal and philanthropic information for wealth and affinity analysis.
• Excellent written communication skills, including the ability to produce concise, accurate and audience-appropriate profiles, briefings and recommendations.
• Strong organizational and project-management skills, with the ability to manage multiple priorities, meet deadlines and adapt to changing needs.
• Sound judgement, initiative, curiosity and discretion, with a strong commitment to confidentiality, accuracy and ethical research practices.
• Proven ability to work independently and collaboratively, build trust with colleagues and senior volunteers, and contribute effectively in a team environment.
• Proficiency with Microsoft 365, including Outlook, Word, Excel, Teams and SharePoint, and the ability to learn and apply new research tools, platforms and technologies.
• Professional and/or lived expertise and a demonstrated commitment to equity, inclusion, belonging and Reconciliation.
• A strong commitment to Coast Mental Health Foundation’s mission and to advancing mental health, addictions and housing solutions.

Compensation & Benefits

• This is a full-time term role for a period of up to 4-6 years.
• The successful person can expect a competitive yearly base salary between $65,626 – $94,337, with a midpoint of $82,032. depending on skill and experience.
• Upon hire as a full-time term role, most new employees will be placed at a starting salary between the minimum and midpoint of the stated salary range. In some circumstances, candidates may be eligible for compensation beyond the midpoint. Factors influencing salary decisions include qualifications and years of experience in similar roles. We offer a hybrid work arrangement, with the flexibility to work remotely depending on operational requirements. The candidate must be able to commute to our head office in Vancouver for donor meetings and other in-person meetings and events as required. Flexible working hours can also be offered, depending on operational requirements.
• Benefits for the full-time term role include:
• 100% employer-paid benefits for employees and their families.
• Vision Care, Dental Care, Prescription Drugs, Naturopath, Acupuncture, Chiropractic, Group Life, Massage therapy, Physiotherapy, and Unlimited Out-of-Province and Out-of-Country Emergencies.
• General sick-leave accruals.
• Employee and Family Assistance Program, which includes personal counselling, Life Coaching, Financial Coaching, Legal Referral and Advisory Services, and Health Coaching. In addition, Coast provides a cognitive behavioural therapy program through Telus Health and other psychological health and wellbeing supports.
• We welcome applications from Indigenous persons, visible minority group members, persons with disabilities, people of all sexual orientations, genders and gender identities, members of the 2SLGBTQIA+ community and others with the skills and knowledge to productively engage with diverse communities.

NOTE: Successful completion of a Criminal Records Check will be required.