Research And Planning Analyst

Description:

The Research and Planning Analyst at The Contemporary Jewish Museum (The CJM) plays a crucial role in supporting The Museum’s fundraising efforts. This position is key to the administration of a systematic, quantifiable, data-driven framework through which the Development department can manage donor and prospect relationships and develop strategies for frontline fundraising. The person in this position will provide comprehensive research on donors; identify, analyze, and prioritize prospects; help design donor segments and pipeline; and maintain a system for donor stewardship and cultivation movements management, tracking, and planning. Reporting to the Director of Development (DoD), this role will directly impact The Museum’s ability to secure vital funding for exhibitions, programs, and initiatives.

The successful candidate possesses strong interpersonal and organizational skills, excellent correspondence style and communication skills, and is adept at developing, handling, and synthesizing large amounts of data from multiple sources. The role requires meticulous attention to detail, strong analytical skills, and the ability to gather and interpret data effectively into actionable information for others.

For all positions, The Museum expects an interest in the programming and commitment to the mission and core values of The CJM, including its beliefs in anti-racism, diversity, equity, access, and inclusion.

Essential Job Responsibilities

Research

Research, analyze, summarize, and integrate professional, biographical, financial, and philanthropic information on CJM prospects and donors
Validate results of internal screening and modeling of prospects’ giving capacity or rating
Score and prioritize donor segments for different types of outreach; work closely with frontline fundraisers to build donor pipelines and outreach plans
Compose and prepare detailed, accurate research profiles, biographical summaries, and briefings on prospects and funders: individuals, foundations, and corporations
Prepare screens of groups of donors and prospect pools for special events, appeals, and campaigns
Research new institutional funders and prepare lists of corporate and foundations prospects for specific proposals
Identify new prospects through ongoing wealth screenings, predictive modeling reports, and other resources
Mine internal databases, external publications, and online resources to identify gift prospects
Monitor new research trends and techniques, evaluate new research tools and products, and make recommendations on new resources that seem supportive
Fundraising Movement Planning

Based on donor/prospect research and scoring, build data-forward approach to designing The CJM’s donor pipelines, priorities, and tactics in close partnership with frontline fundraising staff
Work with DoD to develop fund development plans and goals: quarterly, annual, and long-term
Provide data insights and recommendations to inform fundraising strategies
Recommend solicitation levels and placements in frontline fundraisers’ portfolios
Participate in team meetings and strategy sessions; collaborate with the fundraising team to devise tailored strategies for priority prospects
Prepare donor/prospect rosters for appeals, campaigns, and events
Develop and record individual donor stewardship and cultivation plans and assist frontline fundraising staff with determining next steps, timeframes, and agendas for outreach
Utilize CRM and The CJM’s project management software (Asana) to organize and plan donor stewardship and cultivation across the organization
Email donors to schedule appointments with frontline fundraising staff, maintain calendars, provide back office support, and undertake other administrative steps to help implement stewardship and cultivation plans
Database and Administration

Maintain accurate and up-to-date records of donor/prospect profiles and outreach activities within The Museum’s database/CRM system; ensure data integrity and confidentiality in handling sensitive information
Assist with data integration across different platforms in partnership with the Gift Processing and Data Management Specialist, and manage The CJM’s donor information system
Provide event briefings, spreadsheet reports, system data, and record upkeep
Stay informed about industry trends, philanthropic landscapes, and peer museum activities
Support Museum exhibition openings, programs, and fundraising events with check-in and administrative support
Perform other administrative and back office duties and assist with special projects as needed by Director of Development and Development department
Qualifications and Experience

2+ years’ experience as an Analyst or in a similar position applying research methods, procedures, and techniques in fundraising, sales, or finance fields within an arts organization, nonprofit, or corporate setting
Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form
Proficient in the complete suite of Microsoft Office software products and highly competent in Excel
Experience using a CRM, such as Blackbaud Altru or similar, and familiarity with donor research platforms, such as iWave, Windfall, or DonorSearch
Demonstrated competency with project management tools like Asana preferable; experience using social media platforms to perform research related queries
Experience in infographics and data visualization is a plus
Fundraising campaign experience a plus
Enthusiasm for Jewish culture and fundraising