Staff Toolkit
Staff should match an opportunity to this kind of genuine fit.
What is real program-funder alignment?
This first coordination step means noticing a person, organization, need, or opportunity.
What is Spot?
Before a funder conversation, staff should confirm these three things.
What are their role, the audience, and key program points?
This role leads fundraising strategy, prospect coordination, donor engagement, proposals, and stewardship.
Who is the Senior Director?
Staff should not independently do this with a gift unless fundraising leadership has specifically coordinated it.
What is soliciting the gift?
Staff may share these four types of opportunities or leads with fundraising leadership.
What are grants, corporate programs, sponsorships, and relationship leads?
This step means sending what you know early, even when the fit is uncertain.
What is Share?
During a funder conversation, staff should explain the work clearly and use this kind of example.
What is an approved example?
This group supports top relationships, strategic asks, and approval of major commitments.
Who is executive leadership?
Staff must not promise scope, pricing, outcomes, timelines, restrictions, or this without approval.
What is a new program?
Staff should introduce CEC when the relationship has this quality.
What is authenticity?
In this step, leadership assesses mission, eligibility, timing, restrictions, and capacity.
What is Align?
When a funder's question requires follow-up, staff should demonstrate this quality.
What is transparency?
This group opens doors and joins selected cultivation or stewardship conversations.
Who are board members?
When a gift or restriction is unusual, staff should take these two actions.
What are thanking the donor and routing the gift for review?
Staff can identify prospective funders, companies, community partners, and these local needs.
What are district needs?
This step means making an introduction or joining a conversation when prepared.
What is connect?
Staff should avoid commitments about funding, scope, pricing, timelines, restrictions, or this final area.
What is a new program?
This group shares leads, field insight, evidence, and stories and helps identify prospects.
Who are CEC staff?
Staff protect donor privacy and must disclose this ethical concern.
What is a potential conflict?
All staff outreach should be coordinated through this leadership function.
What is fundraising leadership?
This step includes providing the funder name or link, opportunity, timing or range, why CEC, relationship, and context.
What is send?
After a funder conversation, staff should send useful follow-up information to this person.
Who is the Senior Director?
These three review cadences keep next actions visible.
What are weekly, monthly, and quarterly reviews?
Staff participation is measured by whether CEC does this around mission-aligned opportunities.
What is working as one team?