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Donor Meeting Prep Sheet · CONFIDENTIAL

Bill Freehling

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Cultivation
Name:Bill Freehling
Organization:
Email:billfreehling@gmail.com
Phone:
Address:
Connection:Community
Priority:Low
Assigned To:Nick
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Connector to local prospective donors. Board of Fredericksburg Academy. Author of Biz Beat Roundup. Personally unlikely to give to The Summit but likely to promote it and likely to give warm introductions.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-06-16Next Action CompleteCompleted: Check in about August meeting
2026-02-09In-Person MeetingMeeting logged — Group 5 (No Ask-TBD)
🎯 Meeting Objectives & Talking Points
Primary Ask:
$0 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: