Can we explain the handoff without entering a name?
Use these general prompts in an authorized internal conversation. They do not score a person, portfolio, team, source use, legality, ethics, readiness, or outcome.
Six questions
Who owns the portfolio assignment and fundraising decision?
Who controls CRM access, fields, provenance, and correction?
Can we separate organization-provided facts, outside source categories, human judgments, and unresolved assumptions?
Who decides whether a source and intended purpose are appropriate?
Where does a correction, donor choice, or uncertainty go?
Which legal, privacy, ethics, fundraising, data-processing, outreach, or solicitation question must stop for an authorized human?
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