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Donor Meeting Prep Sheet · CONFIDENTIAL

Everardo Diaz

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Cultivation
Name:Everardo Diaz
Organization:
Email:candice.diaz@yahoo.com
Phone:(540) 846-2695
Address:
Connection:Community
Priority:Low
Assigned To:Nick
Giving Capacity:$50,000
Rec. Ask:$40,000
Projected Ask:$30,000
Prior Pledges:None
Notes: Background: Gala + current parents Group: Group 5
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
No activities logged yet.
🎯 Meeting Objectives & Talking Points
Primary Ask:
$40,000 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: