What You Need to Know about the Foundation Assistant & Donor Analyst Role:

• This is a full time role with the hours of 8:30AM-5PM.
• This position is based out of Dayton, Ohio.

Job Summary/Purpose

The Foundation Assistant & Donor Analyst serves a dual role supporting the President of the Foundation while driving data-informed fundraising strategy through prospect intelligence, analytics, and portfolio management.

This position plays a critical role in shaping strategy through prospect intelligence, data analysis, and portfolio, while also supporting planned giving efforts and ensuring the effective operation of the President’s office.

Qualifications

• Bachelor’s degree or equivalent experience required
• 3–5 years of experience in prospect research, data analysis, development operations, or a related field
• Strong analytical skills with the ability to interpret data and translate findings into actionable strategies
• Experience with donor databases/CRM systems and reporting tools (e.g., Raiser's Edge, Kindsight; FreeWill, or similar)
• Advanced proficiency in Excel or similar data analysis tools; experience with data visualization tools is a plus
• Excellent written and verbal communication skills
• High level of discretion and professionalism in handling confidential information
• Familiarity with planned giving concepts is a plus

Key Responsibilities

Executive Support (Approximately 35–45%)

• Provide high-level administrative support to the President, including calendar management, meeting coordination, and travel arrangements
• Prepare correspondence, reports, presentations, and executive briefings
• Serve as a liaison between the President and board members, donors, and external partners
• Manage confidential and sensitive information with discretion
• Support strategic initiatives and special projects led by the President

Prospect Intelligence & Analytics (Approximately 35–45%)

• Partner with development leadership to shape fundraising strategy through data analysis, prospect identification, and pipeline management
• Conduct advanced research and analysis on individuals, foundations, and corporations to evaluate giving capacity, philanthropic inclination, and engagement readiness
• Develop high-quality prospect profiles, briefing materials, and strategic recommendations for donor engagement
• Manage the full prospect lifecycle within the donor database, ensuring accurate tracking of identification, qualification, cultivation, solicitation, and stewardship stages
• Analyze and monitor development officers’ portfolios, including performance metrics, prospect movement, and portfolio balance
• Provide recommendations on portfolio optimization, prospect assignment, and resource allocation
• Design and generate reports, dashboards, and visualizations to support leadership decision-making
• Train and support staff in effective use of CRM systems, prospect management tools, and data best practices
• Ensure data integrity, consistency, and adherence to prospect management policies

Planned Giving & Donor Support (Approximately 15–25%)

• Identify and research prospects with strong potential for planned or legacy gifts
• Maintain and organize estate gift documentation, including bequests, trusts, and beneficiary designations
• Track and manage planned giving expectancies in the donor database
• Respond to donor inquiries regarding tax-efficient and legacy giving options, providing general

information and coordinating with professional advisors as appropriate

• Assist in the creation of planned giving materials and donor communications
• Collaborate with development staff on cultivation and stewardship strategies for legacy donors

Benefits & Perks: your health and happiness matters! We offer:

• Competitive Pay
• Competitive Health, Dental, and Vision Insurance
• Short- & Long-Term Disability
• Life Insurance
• Paid Time Off
• 401k with 5% employer match
• Tuition Reimbursement
• Preparation for certification and pay incentive on Hospice certification achievement
• Scrubs provided at initial onboarding
• Mileage reimbursement
• Organizational preceptor to assist with orientation and ongoing education
• Educational programs geared toward career advancement
• Career growth