Philanthropy Research Coordinator (Year-Round)

The Philanthropy Research Coordinator will play an important role in supporting the strategic goals of our philanthropic initiatives. This position involves conducting research to identify and evaluate potential donors. The coordinator will collaborate closely with the Philanthropy team to provide insights and data that inform fundraising priorities, strategies and enhance donor engagement. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and a passion for advancing our mission through impactful philanthropy-related research.
Essential Duties & Responsibilities:

Prioritize and respond promptly to assigned projects and research requests from the Philanthropy Department, ensuring timely and accurate delivery of information. Prepare prospective donor briefs in Interlochen's format compiled from internal and external sources in a timely manner.
Conduct research to identify and evaluate prospects with alignment to organizational goals and initiatives.
Effectively learn and utilize research resources, including public and subscription-based services such as LexisNexis, WealthEngine and iWave/Kindsight, to inform internal stakeholders through products such as reports and meeting briefs. Compile research reports on event attendees
Develop and maintain proficiency in Salesforce to use and create reports, dashboards and campaigns. Update Salesforce records with relevant information as needed, obtained through both internal and external sources.
Regularly review gifts to identify donors appropriate for the major gift pipeline and inform major gift officers when relevant. Work collaboratively with the major gifts team to initiate and assist with activities and tasks required to develop and implement donor cultivation, solicitation and stewardship.
Projects may include the creation of family trees, vetting of external donor lists and tracking email alerts.
Foster and maintain productive relationships with programs and colleagues within the Philanthropy department and across the Interlochen campus.
Perform other duties as assigned.