Permitting a campaign director to accompany a trustee on a funding call not to the corporate CEO and not even to a senior officer but to a low-on-the-totem-poll staffer formally in charge of philanthropy. That’s a recipe for entanglement in business bureaucracy and should be avoided, if at all possible. Do everything you can to see the CEO or his or her closest colleagues about your request. Otherwise, the likelihood of success is vastly reduced.
