Donor Research and Portfolio Management Specialist

The Donor Research and Portfolio Management Specialist in the Office of Advancement at Society for Science works with a vibrant individual gift fundraising team encompassing annual giving and membership, major gifts, and development operations.

The Donor Research and Portfolio Management Specialist will be responsible for data discovery, analysis, reporting, and data entry for prospective major gift donors, and will support robust data analysis on past and present giving and potential giving by members and donors; conduct prospect research and manage database screenings; contribute to data hygiene in a donor and prospect management database; and spearhead projects throughout the year to help prepare the President and CEO, Chief Advancement Officer, and Director of Major Gifts for individual and group engagements.

This individual will work both independently and in teams to solve problems and create new processes, will report and make presentations to colleagues, and will assist at Society events, including the Science Talent Search and the International Science and Engineering Fair.

Job duties include, but are not limited to:

  • Prepare donor and prospect background memos and proposed strategies for the President and CEO, Chief Advancement Officer, and Director of Major Gifts for a variety of donor engagement activities, including meetings, special group communications, and engagements with groups of prospective donors
  • Enter donor and prospect data into Raiser’s Edge fundraising database, including background research, contact information, interactions, appeals and solicitation information
  • Assist with data integrity of major gift portfolios within the Raiser’s Edge database
  • Perform data entry, report generation, and data analysis using Blackbaud Raiser’s Edge and other donor relations management databases
  • Create and customize various communications materials, including donor letters and emails, and event invitations
  • Prepare materials for internal and external meetings
  • Assist with other creative and administrative duties as needed

Competencies

  • Excellent written and oral communication skills
  • Demonstrated ability to work with others as a team and to work with cheer under tight deadlines
  • High attention to detail and demonstrated proactive, strategic approach to daily tasks
  • Willingness to suggest new policies and processes
  • Understanding of the importance of fundraising ethics, including confidentiality of private information
  • Data entry experience in industry standard databases such as Blackbaud Raiser’s Edge or Salesforce
  • Research skills, including creating internet searches and acquiring data through proprietary databases
  • Strong skills in Microsoft Excel
  • Proficiency in Microsoft Office: Word, PowerPoint, Outlook
  • Skills in Zoom (including administering larger meetings), and experience with Microsoft Teams
  • Experience with financial reporting is a plus
  • Understanding of and affinity for the core values of the Society

Work Environment

While performing the duties of this job, the employee normally works in an office setting. Our office is located near the Dupont Circle and Farragut North Metro stations. Due to the pandemic, the Society has a temporary remote work policy in place until at least January 2022, with possible extensions.

Required Education and Experience

  • Bachelor’s degree and two or more years of related work experience required.
  • Preference is given to candidates who have discovered and analyzed data and worked in a non-profit setting where charitable gifts are a strong source of revenue.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to use hands and fingers to operate a computer and other office equipment, and to communicate via voice and video media.

Position Type and Expected Hours

This is a full-time position. Days and hours of work are Monday through Friday during normal office hours of the Society. Occasional travel to the Society’s science research competitions and other events is necessary in this position. There will be occasional work obligations in the evenings and on weekends. There will be no work-related travel through at least January 2022.

Other Duties

Please note this job description is not designed to cover every duty, responsibility and activity that are required of the employee for this job.  Duties, responsibilities and activities may change at any time with or without notice. 

How to Apply

Send your resume and cover letter to career@societyforscience.org. Emails should include “Donor Research Specialist” in the subject line. No phone calls please.

EEO Statement

The Society is an Equal Employment Opportunity Employer

The Society is committed to equal employment opportunity.  In order to provide equal employment and advancement opportunities to all individuals, the Society does not discriminate against employees or applicants for employment on any legally recognized basis, including but not limited to: veteran status, race, color, religion, gender, marital status, sexual orientation, gender identify or expression, ancestry, national origin, disability, personal appearance, family responsibilities, matriculation, political affiliation, age and/or any other categories protected by the laws of the United States or the District of Columbia.