Fundraising Operations & Systems

• Design, document, and manage end-to-end fundraising workflows (prospecting → cultivation → proposal → stewardship).

• Develop and maintain standard operating procedures (SOPs) for recurring revenue activities (campaigns, renewals, reporting).

• Build and refine revenue dashboards that provide visibility into pipelines for foundations, corporate partners, individual donors, and public grants.

CRM Tracking & Data Hygiene

• Own day-to-day management of Joy Education’s CRM for fundraising and partnerships.

• Maintain clean, accurate records for contacts, organizations, opportunities, and interactions.

• Track opportunity stages, ask amounts, and expected close dates; update records after every key touchpoint.

• Generate regular summary reports for leadership and board on pipeline health and performance.

Prospecting & Pipeline Development

• Research and qualify new foundations, corporate partners, philanthropic collaboratives, and major donor prospects aligned to Joy Education priorities.

• Build organized prospect lists and segment them by geography, interest area, and program alignment.

• Prepare prospect briefs for key meetings, including giving history and alignment notes.

• Maintain a prioritized outreach and follow-up schedule to keep the pipeline active.

Funder/Donor Engagement & Stewardship

• Coordinate and log all communications with funders and donors (emails, calls, meetings, events).

• Draft follow-up emails, thank-you notes, and next-step summaries after meetings.

• Support leadership with prep materials for funder meetings (decks, one-pagers, talking points).

• Help design thoughtful stewardship touches (impact updates, spotlights, invitations).

Partnership Outreach & Follow-Up Communications

• Manage outreach campaigns to school districts, community partners, and aligned organizations.

• Develop email templates and outreach sequences for introductions, follow-ups, and renewals.

• Track partner engagement in CRM and flag renewals or at-risk relationships.

• Support scheduling and coordination of introductory calls and demos.

Grant Tracking & Grant Reporting

• Maintain a master grants calendar, including LOIs, proposals, reports, and key relationship milestones.

• Enter and track all grant opportunities, deadlines, and requirements in CRM/project management tools.

• Coordinate internal inputs (program data, budgets, narratives) for grant applications and reports.

• Draft or support drafting of grant reports in collaboration with program, evaluation, and finance team members.

Newsletter & Revenue-Facing Communications

• Maintain a regular newsletter calendar for donors, funders, and partners.

• Draft, edit, and coordinate newsletters that showcase program impact, stories, and opportunities to engage.

• Segment lists (current funders, prospects, partners, champions) and tailor messaging by audience.

• Monitor basic email performance metrics (open/click rates) and adjust strategies accordingly.