Support the transition from existing CRM to new product through managing contract requirements, timelines, and data preparation. Integration and data testing to ensure transition has not lost or misclassified information.

Review and improve fundraising policies to align with accounting policies, IRS requirements, and compliance to established fundraising requirements and ethical standards.

Working with organizational goals and messaging, develop an annual calendar of communication, appeals, events, and other fundraising activities with associated costs and goals based on prior performance and growth. Ensure diversity of revenue streams and propose new ideas.

Create case statements that explains why a donor would want to support this project, program, or capacity by outlining mission, the urgent problem it solves, and the specific impact a donor's gift will make. It serves as the master messaging blueprint for both internal staff pitches and external donor proposals.

Write the annual calendar for grants by reviewing historical submissions and awards, research new opportunities, and match to case statements for planned revenue stream.

Research grant requirements, write drafts, and prepares proposals to secure funding from government agencies, charitable foundations, corporations, and private donors.

Post-award grant management covering all administrative, financial, programmatic, and compliance tasks that begin the moment of a notice of award or signed agreement is received and last until formal closeout.

Developing or refining the current process for nurturing relationships with donors through gratitude, transparent communication, and engagement to ensure ongoing support and high retention rates.

Database review and clean up removing duplicates, running NCOA, and adjust data entries to match department or organization requirements as a one-time project or monthly service.

Prepare year-end financial reporting and review with accounting, adjusting gift records, and preparing gift statements (if required by policy).

Enter any backlogged information, gifts, or communication into the CRM.