This role is cross-functional, providing strategic, operational, and relationship-management support to strengthen institutional giving and advance the goals of the Advancement department:
Summary of Primary Responsibilities:
Institutional Giving Strategy, Portfolio Management & Funder Relations
- Works with the Senior Director of Advancement to develop and implement an annual institutional giving plan, including renewal, upgrade, and new business strategies aligned with organizational priorities and Advancement goals.
- Conducts prospect research to identify new institutional funding opportunities aligned with Allies in Hope's mission, programs, and strategic priorities, and maintains an active pipeline of qualified prospects.
- Builds and maintains professional, responsive relationships with program officers, corporate contacts, and institutional representatives through regular communication, briefing preparation, follow-up, and site visit coordination.
- Prepares briefing materials, talking points, and follow-up documentation for leadership and program staff participating in funder meetings, calls, and presentations.
- Collaborates closely with Programs, Finance, and Leadership to ensure institutional funding opportunities are strategically aligned, realistic, and mission centered.
Grants Lifecycle Management & Proposal Development
- Leads the full grants lifecycle for assigned institutional funders, including concept development, proposal writing, budget coordination, submission, reporting, and stewardship.
- Drafts, edits, and finalizes letters of intent, grant proposals, corporate requests, sponsorship packages, and related institutional giving materials tailored to each funder’s priorities and requirements.
- Works with program and finance staff to develop clear, accurate, and funder-aligned budgets and budget narratives, ensuring consistency with organizational financials and approved program structures.
- Ensures that all grant narratives and reports accurately reflect program models, measurable outcomes, client impact, and organizational priorities.
- Coordinates internal review and approval processes for proposals and reports, including deadline management, collection of required attachments, and compliance with submission requirements.
- Maintains standardized language, current organizational statistics, and case-for-support content for use across institutional proposals and supporting materials.
Grants Administration, Compliance & Reporting
- Serves as the primary administrator for grants and institutional awards, ensuring on-time submission of all required reports, renewals, payment documentation, and compliance materials.
- Maintains a comprehensive grants calendar tracking proposal deadlines, reporting dates, payment schedules, grant periods, and key stewardship touchpoints.
- Works closely with Finance to support award setup, restricted revenue tracking, documentation of grant terms, and reconciliation of reporting requirements.
- Monitors grant agreements and outcomes of commitments, ensuring internal stakeholders understand deliverables, data requirements, restrictions, and timelines.
- Supports internal grants compliance by tracking restricted funding requirements, coordinating documentation, and helping prepare materials related to audits, monitoring, or funder inquiries.
- Maintains organized, accessible digital records of proposals, agreements, reports, correspondence, and supporting documentation in accordance with organizational policies.
- Administers government awards and pass-through sub-awards - including federal, state, county, and municipal funding - in accordance with applicable requirements, including 2 CFR 200 (Uniform Guidance), ensuring that costs are allowable, allocable, adequately documented, and incurred within the approved period of performance.
- Prepares and submits applications, amendments, and required reports through funder portals and grant management systems, including Grants.gov, federal agency reporting systems, state, county, and local health department platforms as applicable.
- Supports single audit, funder monitoring, and site-visit activities by assembling requested documentation, tracking corrective action items, and coordinating responses with Finance, Programs, and leadership.
- Handles client-level and program data used in proposals and reports in accordance with HIPAA, agency confidentiality policies, and funder data-use requirements, ensuring that protected health information is not disclosed without appropriate authorization.
Data Management, Tracking & Internal Coordination
- Maintains accurate and current institutional funder records in the donor management and advancement systems, including contacts, proposals, awards, payment schedules, reporting obligations, and stewardship activity.
- Supports the development of dashboards and reports tracking institutional giving activity, including pipeline status, submissions, awards, declines, pending requests, and year-over-year results.
- Coordinates internal information flow related to institutional funding, including sharing award decisions, key funder feedback, deadlines, and compliance expectations with relevant staff.
- Contributes to board and leadership reporting through the preparation of institutional giving summaries, prospect lists, and progress updates.