👤 Donor Profile
Stage: Solicitation
Name:Greg Mueller
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Julian
Giving Capacity:$1,000,000
Rec. Ask:$800,000
Projected Ask:$499,990
Prior Pledges:None
Notes: Background: Early Summit donor, about 5-15K annually. Dropped off in 2023, did not re-engage until recently (May 2026). President of CRC advisors, big donor to St Patrick's church campaign, supporter of Catholic and DC causes. Potential prospective grandparent.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-09-03 | Next Action Complete | Completed: Invite to Malcolm's home; include Nick — this is done |
| 2026-09-02 | Next Action Complete | Completed: check in with JM's text thread - Greg and Charmaine |
| 2026-09-02 | Next Action Complete | Completed: Talked with Charmaine |
| 2026-08-18 | Next Action Complete | Completed: JM to text - they want new meeting; follow up — group-text to Greg an |
| 2026-08-12 | Next Action Complete | Completed: phone call or text – follow up to get meeting scheduled |
| 2026-07-29 | Next Action Complete | Completed: I will ask for a meeting at their place in Deltaville before school s |
| 2026-07-20 | Virtual Meeting | Call with Greg and Charmaine. First resumed contact in a few years. Muellers liv |
| 2026-06-17 | Next Action Complete | Completed: JM to follow up to meeting invite — missed call - 6.16 |
| 2026-06-15 | Next Action Complete | Completed: follow up for meeting schedule — texted JM last Sunday; JM to call to |
| 2026-06-11 | Next Action Complete | Completed: check back with Julian about scheduling visit |
🎯 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