Conduct research and develop profiles on foundation prospects, including mission, priorities, giving history, and strategic fit.
Draft and refine Letters of Inquiry, proposals, and supporting materials based on provided strategy and direction.
Identify alignment points and supporting arguments to strengthen proposals.
Track submissions, deadlines, and follow-ups across foundation outreach efforts.
Build and maintain lists of high-net-worth prospects and key connectors.
Create concise prospect profiles summarizing capacity indicators, interests, and alignment.
Draft and refine outreach emails, follow-ups, and direct mail pieces.
Support cultivation efforts by organizing information and preparing materials for engagement.
Maintain accurate and up-to-date records in CRM and tracking systems, including contacts, proposals, gifts, and next steps.
Generate lists, reports, and trackers to support ongoing fundraising efforts.
Ensure data integrity, consistency, and usability across systems.
Research relevant events, conferences, and convenings for donor engagement.
Prepare background memos and briefing materials for meetings.
Draft thank-you notes and follow-up communications to support donor stewardship.
Assist in coordinating next steps to ensure consistent and thoughtful follow-through.

Strong writing and editing skills, with the ability to produce clear and structured content.
Comfort conducting research and turning information into concise, usable summaries.
High attention to detail and strong organizational habits.
Ability to execute reliably with direction and follow through on tasks.
Familiarity with spreadsheets, CRM systems, and structured tracking.
Interest in philanthropy and the principles underlying free enterprise.

Strategic Development Associate – Principled Business

Key skills