UpTogether

Chief of Staff

• Support the oversight and execution of the External Affairs’ functions for UpTogether through the end of 2026, serving as a strategic thought partner to the team and CEO.
• Be a relationship steward, cultivator of new funding opportunities, and coordinator, while ensuring continuity across national fundraising, partnership, and communications during the interim period.
• Along with the CEO, provide bi-weekly support to the External Affairs team which includes Senior Partnership Managers and consultants, to facilitate ongoing pipeline development, fundraising, proposal development, and project execution.
• Assist with oversight of contractors to similarly ensure timely and quality execution of work.
• Meet regularly with foundations, partners, municipal representatives, coalitions, and other stakeholders to maintain partner relationships and fundraising, as well as cultivate new prospects.
• Submit pending / upcoming proposals and steward proposals through decision and fund implementation where funding is secured.
• Coordinate and support new proposal development, internal review, and grant applications.
• Maintain Salesforce records, proposal tracking, and project management flows.
• Serve as point person for funding prospects that are already underway, in place, or requiring project development and fund design.
• Meet with existing stakeholders about specific fund-related needs, which may range from relationship development and maintenance, to identifying donors and partners, to scoping out fund design, and supporting implementation of existing and new funds through cross-functional coordination and partner engagement.
• Actively prospect and lead new fundraising opportunities for both direct cash and operations.
• Update pipeline dashboard and create relevant reports for the Board of Directors, Executive Team, and All Staff meetings to demonstrate revenue progress, trends, insights, and analysis.
• Along with the CEO, lead strategic external communications, presentations, talking points, partner engagements, and any other external-facing materials.
• Support UpTogether’s individual giving efforts by maintaining donor stewardship, coordinating donor communication and acknowledgment, helping the stewardship of donors.
• Support planning and execution of UpTogether’s year-end giving campaign, coordinating campaign timeline, messaging, donor outreach, campaign materials, reporting and collaboration with Board of Directors and Executive Team.
• Support the Executive Team and Board of Directors in regularly scheduled meetings, to ensure the continued coordination of governance and strategic work and the presentation of timely, data-driven information for decision-making.
• Plan, coordinate, and facilitate quarterly Board of Directors meetings and bi-monthly Board Committee meetings.
• Prepare agendas and presentations, compile key information and data, highlight decision points, and send timely communications and correspondence.
• Prepare meeting minutes, track follow-up tasks and ensure timely completion of action items by the Board, the Executive Team, and across departments internally.
• Support Executive Team meetings and governance as-needed.
• Track strategic initiatives, key updates, and operational execution of time-sensitive Executive Team work.
• Facilitate dissemination of Executive Team updates, ensure coordination of follow-up needs across teams, and, incorporate input from the team to facilitate 360 flow of information.
• Tie together fundraising developments and revenue information for Executive Team and Board Meeting presentations.
• Prepare metrics, insight, and analysis for the Executive Team and Board as needed.
• Coordinate and help prepare agendas and presentations for monthly All-Staff National Team Meetings.

Interim Director of Development – Chief of Staff

Operations

• Coordinate proposal development and maintain the fundraising tools, resources, and processes that support regional and national fundraising efforts.
• Draft, edit, and refine proposals, concept papers, letters of inquiry, grant applications, and other fundraising materials.
• Coordinate cross-functional input from internal teams to ensure high-quality, competitive submissions.
• Develop and maintain proposal templates, boilerplate language, standard budgets, impact statements, and a centralized library of fundraising resources.
• Manage proposal timelines, submission calendars, and internal review processes.
• Ensure proposals accurately reflect UpTogether's strategic priorities, evidence, and organizational approach.
• Continuously improve proposal development processes and fundraising resources.
• Coordinate grant reporting and ensure compliance with funder requirements throughout the grant lifecycle.
• Manage grant reporting calendars and submission deadlines.
• Coordinate report development across internal teams.
• Draft and edit narrative grant reports.
• Track grant requirements, deliverables, and compliance obligations.
• Maintain grant documentation, funding agreements, and organizational records.
• Support grant closeout activities and ensure reporting accurately reflects program outcomes and financial information.
• Strengthen the operational systems that support fundraising and revenue management.
• Maintain Salesforce data integrity, grant records, revenue tracking, GAUs, and fundraising documentation.
• Coordinate financial requests and revenue reconciliation with the Finance team.
• Manage fundraising workflows and project tracking within Asana.
• Produce fundraising dashboards, pipeline reports, and leadership updates.
• Identify and implement improvements to CRM systems, workflows, reporting, documentation, and operational processes.
• Leverage AI-enabled tools and automation to improve proposal development, reporting, knowledge management, and fundraising operations.
• Research and identify institutional, corporate, government, and philanthropic funding opportunities aligned with UpTogether's priorities.
• Analyze opportunities and provide recommendations regarding strategic fit, competitiveness, timing, and engagement approach.
• Develop prospect profiles, funder briefings, and meeting materials for leadership.
• Monitor philanthropic trends and emerging funding opportunities.
• Draft funder updates, stewardship communications, impact stories, and follow-up materials.
• Develop one-pagers, presentations, pitch decks, and other fundraising collateral.
• Coordinate logistics and follow-up for funder meetings and external engagements.
• Support stewardship of individual donors, including acknowledgments and ongoing communications.
• Maintain donor communication records within Salesforce and support annual fundraising campaigns as needed.
• Support the implementation and operational management of cash transfer programs, grants, and strategic initiatives.
• Coordinate cross-functional implementation plans and project management.

Interim Director of Development – Chief of Staff

Fundraising Operations Consultant – Independent Contractor