One-Year Prospect Development Analyst

Earthjustice•San Francisco, CA

1d•Hybrid

About The Position

Earthjustice is seeking a One-Year Prospect Development Analyst to coordinate data entry, relationship management, and hygiene for the Planned Giving team. This role supports Planned Giving officers in executing donor strategies and solicitations for legacy donors and prospects. The Analyst will perform administrative tasks for data entry and strategic monitoring, reporting, and analysis to help the team achieve fundraising goals. This position is embedded within the Planned Giving team, attending meetings and leading the Moves Management process, including portfolio meetings, prospect reviews, strategy sessions, budgeting, and goal-setting. This is a non-supervisory, full-time (37.5 hours/week) position, with the option to work hybrid or remote from San Francisco, CA, Washington, DC, or Remote Contiguous U.S. The role is for 12 months with an anticipated start date in December or later.

Requirements

Bachelor’s degree or associate degree and 4+ years of relevant experience, including 2+ years of experience in prospect management and preferably with planned giving operations.
Proven ability to assess priorities and manage a variety of complex activities simultaneously with excellent time management and to coalesce a team around shared goals.
Interpersonal communication skills with aptitude to listen and ability to understand the needs and interests of donors to develop their relationship with Earthjustice.
Attention to detail, advanced analytical and problem-solving skills with the ability to think big picture, creatively and strategically.
Proficiency in Microsoft Office, including advanced Excel; solid skills in Word, Outlook, and PowerPoint.
Expertise in CRM and database systems (e.g., Salesforce NPSP), including querying, reporting, and advanced functions; and familiarity with business intelligence and analytical tools such as Tableau.
Effective communicator with strong interpersonal skills, exercising diplomacy, discretion, and sound judgment when working with diverse stakeholders and confidential data.
Self-motivated team player who can work independently and collaboratively, demonstrating initiative and flexibility.
Positive, professional attitude with receptiveness to feedback and commitment to continuous improvement and team development.
Demonstrated commitment to Earthjustice’s values of Justice, Excellence, Inclusion, and Partnership.

Responsibilities

Lead portfolio management for the Planned Giving team, including monthly tactical meetings and bi-annual portfolio review meetings, preparing agendas and materials, and coordinating follow-up actions to drive donor movement toward legacy commitments, asset-based giving, and long-term revenue growth.
Partner with Planned Giving officers to develop, refine, and track donor strategies, cultivation plans, and engagement activities across the full planned giving cycle, ensuring adherence to moves management best practices and a consistent, high-quality donor experience.
Monitor and report on portfolio performance, tracking future estate gift expectancies, documented intentions, realized bequests, asset-based giving, and solicitation activity; supporting annual goal setting; and sharing progress and insights with leadership and Planned Giving officers.
Pull prospect list reports for PG prospect cultivation activities.
Manage planned giving prospect activity in collaboration with Prospect Development colleagues, including prospect referral, assignment, tracking, and portfolio integrity.
Coordinate blended gift opportunities by partnering with Major Gifts and Mid-level teams on referral protocols, dual assignments, and shared donor strategies.
Ensure high standards of data quality and system use by maintaining accurate and complete donor records, including gift vehicle details, estate administration, supporting data hygiene initiatives, and ensuring compliance with departmental and organizational policies and procedures.
Collaborate cross-functionally as an embedded team member of the Planned Gifts team, attending their team meetings and strategic planning sessions, and in coordination with Development Operations and fundraising teams to strengthen prospect development workflows, reporting, and communications.
Support the transition to a new CRM in FY27–FY28 with attention to planned giving data structures and tracking needs.
Conduct proactive and responsive planned giving prospect identification and research by analyzing biographic, financial, philanthropic, and news-based information, along with legacy propensity indicators, to identify individuals with the capacity and inclination to make planned gifts.
Support legacy prospect modeling and lead management by helping develop and refine screening criteria and scoring approaches that surface bequest, life-income, and asset-based gift prospects.
Track responses from direct mail, email campaigns, bequest surveys, and online legacy giving platforms; and routing qualified leads to Planned Giving officers for follow-up.
Prepare clear, concise prospect profiles and briefings that translate research into actionable insights, including relevant context on potential gift vehicles.
Collaborate with Planned Giving officers and development staff to support qualification, cultivation, solicitation, and stewardship strategies, ensuring research data is recorded in the database and other record-keeping systems.
Ensure accurate and timely entry of donor engagement and planned gift data in the CRM, including plans, solicitations, opportunities, contact reports, ratings, gift intentions, expectancies, gift vehicle details, estimated and realized values, and legacy society membership.
Support budgeting and revenue forecasting by partnering with the Planned Giving team to develop fiscal year budgets, including projections for expectancies and realized planned gift revenue.
Ensure accurate entry and tracking of budget and giving data.
Improve data management systems and processes by identifying efficiency-building tools and collaborating with the wider Prospect Development team and Development Operations to implement and refine departmental data management practices.
Actively pursue professional development and contribute to a culture of learning by building skills and sharing knowledge with the team.
Stay informed of current trends and advancements in the prospect development and planned giving industries.