Fund Prospect Analyst

Banner Health
June 13, 2019
Phoenix, Arizona
Job Type


If you’re looking to leverage your abilities to make a real difference – and real change in the health care industry – you belong at Banner Health. With facilities in six western states, we’re committed to not only providing the finest care possible, but to advancing the way care is provided. To achieve our vision, we seek driven professionals who embrace change and who possess the passion and skills to make it happen.


Banner Health Foundation fosters a spirit of giving by making health care solutions a reality. Caring for the future of Arizona since 1978, Banner Health Foundation is supported by the generosity of individuals, corporations, foundations and thousands of active volunteers. These charitable contributions are invested locally in Banner Health's nonprofit facilities and programs to advance the health and wellness of our community. Our Board of Directors oversees the Foundation's outreach efforts and provides counsel on management and strategic issues.


The Fund Prospect Analyst will assist the development team in identifying new donor prospects using heavy research on individuals, corporations, and foundations. Be a part of the future of healthcare in an innovative setting while having the opportunity to get very engaged in a strong philanthropic team.


Your pay and benefits (Total Rewards) are important components of your Journey at Banner Health. Banner Health offers a variety of benefit plans to help you and your family. We provide health and financial security options so you can focus on being the best at what you do and enjoying your life.






Job Summary

This position is responsible for identifying, researching and analyzing, on behalf of the Banner Health Foundation and Banner Alzheimers Foundation, individual, corporate and foundation prospects for gift cultivation and solicitation. This position will collaborate and strategize with colleagues regarding prospect identification and will help facilitate and support prospect and portfolio management in the donor database system. The Banner Health Foundation provides philanthropic support to Banner Health through gifts secured from individuals, foundations and corporations.


Essential Functions


  • Conducts proactive and reactive prospect research utilizing a variety of print and electronic resources, including the internet, online services, fundraising software, public records and periodicals. Quickly analyzes and synthesizes accumulated information to assess financial capacity, philanthropic tendencies, giving propensity and relationships to Banner Health.


  • Proactively identifies and pre-qualifies prospects using various systems including daily Blackbaud WealthPoint OnTime screenings.


  • Responsible for maintaining prospect coding, proposals (plans and strategies), media, and record relationships within the donor management system. This includes facilitating moves management meetings and producing prospect tracking reports for cultivation, solicitation and stewardship.


  • Collaborates regularly and routinely with frontline fundraisers to proactively develop prospect identification, cultivation, solicitation and overall fundraising strategies.


  • Acts as a technical and procedural knowledge resource for the donor and research systems and will proactively provide guidance and coordination of individualized trainings for development staff on research process; maintains all training materials as changes occur.


  • Manages special projects as assigned.


  • Performs all functions according to established policies, procedures, regulatory and accreditation requirements, as well as applicable professional standards. Provides all customers of Banner Health with an excellent service experience by consistently demonstrating our core and leader behaviors each and every day.



Minimum Qualifications

Knowledge of business management or related area as typically obtained through the completion of a bachelors degree.

Skill level as typically achieved through a minimum of five years of experience in prospect research. Working knowledge of fundraising processes and development services. Extensive knowledge of prospect management best practices and procedures and the ability to apply the knowledge in an organized and purposeful manner.Demonstrated analytical skills to initiate and perform complex analyses and organize information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations and foundations. Ability to analyze and interpret complex financial disclosure documents for the purposes of wealth assessment (SEC filings, real property files, financial and legal disclosures, etc.). Demonstrated ability to conceptualize and develop proactive prospecting methodologies to support organizational goals, including data mining, sophisticated constituent database queries, etc. Well-developed interpersonal skills and outstanding oral and written communication skills. Ability to work in a highly matrixed team environment. Demonstrated ability to work independently, prioritize work, and independently manage multiple, diverse and competing priorities while meeting deadlines.Knowledge of ethics statements by APRA, Council for Advancement and Support of Education (CASE), and other related associations.

Preferred Qualifications

Well-developed understanding and knowledge in Raisers Edge preferred along with familiarity with healthcare and hospital operations.

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