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Donor Meeting Prep Sheet · CONFIDENTIAL

Gary Tharaldson

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Not Qualified
Name:Gary Tharaldson
Organization:Tharaldson Hospitality Group
Email:
Phone:
Address:
Connection:Other
Priority:Medium
Assigned To:Nick
Giving Capacity:$1,000,000
Rec. Ask:$800,000
Projected Ask:$800,000
Prior Pledges:None
Notes: No connection to school yet; UMary Business School and North Dakota's only billionaire. Relationship is through Jerome Richter at UMary. Sending letter / warm intro through Jerome during April 2026 trip.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-03-26Phone CallTBA
2026-03-26Next Action CompleteCompleted: Finish drafting initial letter — finished the letter
2026-03-26Next Action CompleteCompleted: Email Jerome letter and request warm introduction — Test 1
🎯 Meeting Objectives & Talking Points
Primary Ask:
$800,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: