Individual Giving & Community Conversion Subject Matter Expert (SME)

AREA OF FOCUS DESCRIPTION

CONVERSION

LADDER

Analyze our 6-year history in Virtuous to design

personalized nurture sequences that convert

supporters into recurring monthly partners.

SEGMENT

STRATEGY

Identify mid-level donors ready for "Major Gift" hand-

off using Momentum AI behavior signals and historical

giving patterns.

FEEDBACK LOOPS Establish digital "Impact Circles" that allow community

donors to see the direct ROI of their contributions.

CAMPAIGN

EXECUTION

Lead digital "Giving Season" and anniversary efforts,

leveraging the data bank to prove the 5:1 ROI of donor

investments.

STRATEGIC

GROWTH

Identify "Private Invitation" opportunities for

community-centric crowdfunding or micro-investment

pilots.

Black Cultural Zone CDC

Carolyn Johnson, CEO

[email protected]

www.blackculturalzone.org

RE: Individual Giving & Community Conversion Subject Matter Expert

(SME)

The Centers of Excellence Network Foundation is seeking an elite

Individual Giving & Community Conversion Subject Matter Expert (SME) to

join our Strategic Collaboration Ecosystem. This role supports the Black

Cultural Zone CDC in transforming our deep community roots into a

sustainable, scalable small-to-mid-level donor engine to support a $2.0B+

community-led ecosystem.

The Foundation serves as the System Architect, providing strategic oversight

and fiduciary control, while the Black Cultural Zone CDC serves as the

operational backbone, ensuring community members are not just passive

recipients, but active co-authors of our legacy and long-term sovereignty.

We are moving from reactive fundraising to Strategic Institutionalization

and Resource Expansion (SIRE). We require an SME who can bridge the

gap between community participation and financial partnership, securing

the long-term independence of our neighborhoods through a robust donor

pipeline.

Proven Impact: Immediate

access to 72 months of

successful grant metrics,

project pro-formas, and

community engagement data.

The Engine: A fully integrated

tech stack (Virtuous, ClickUp,

Momentum) containing

thousands of clean donor and

volunteer records.

The Vault: Signature initiative

templates and "Case for

Support" assets ready for

rapid remixing and

deployment.

Issued: Spring 2026

Deadline: Rolling Review

The Vision: Mobilizing two

billion dollars in capital to

anchor Black arts, culture,

and economics through a

high-fidelity governance

model.

The Blueprint: A strategic

geographic intervention (the

60x60 Block Plan) designed to

ensure permanent, non-

displaceable community

power.

The Governance: The

Foundation (System

Architect) provides fiduciary

oversight for specialized

subsidiaries in Real Estate,

Land Stewardship, and

Culture.

East Oakland, California

"Deep Roots. Bright Future."

60×60 Block Plan · Liberation Park · East Oakland

RFP Document · Spring 2026

Proposals must be no more than five (5) pages in PDF format and include:

Community Network Summary: Overview of experience in grassroots fundraising and digital

conversion.

Conversion Case Study: One example of moving a volunteer or small donor base to a significantly

higher level of recurring support.

Technical Workflow: Description of how you integrate Virtuous and Momentum into your engagement

strategy.

Mock Fee Proposal: List of service items and "draw-down" rates fitting the monthly range.

The Strategic Qualifier: (300 words max) Describe how you will utilize our 6-year Data Bank to secure

a "Private Commitment" from mid-level donors before launching a public campaign.

Submit to: [email protected]

We utilize a Deliverable-Based Draw-Down Retainer model to ensure consistent partnership and

accountability.

Monthly Retainer Balance: $3,000+.

Mechanism: Fees are "drawn down" only upon successful completion of specific deliverables (e.g., cost

per Automated Nurture Sequence or Digital Campaign).

Replenishment: The Foundation replenishes the account to the agreed base level monthly upon invoice

approval.

The selected SME will be integrated into a high-performance professional workflow:

Tech Stack: Proficiency required in Virtuous CRM, Momentum (AI behavior signals), ClickUp, and

Smartsheets.

Production Engine: Support from a dedicated Proposal Architect and Packaging Specialist for digital

appeals, impact reports, and newsletters.

Data Lake: Full access to 6 years of historical volunteer data, event attendance records, and community

impact metrics.

Strategic Collaboration Ecosystem RFP Series | Centers of Excellence Network Foundation | Proprietary & Confidential