👤 Donor Profile
Stage: Solicitation
Name:Greg Mueller
Organization:—
Email:—
Phone:703-395-6387
Address:—
Connection:Community
Priority:High
Assigned To:Julian
Giving Capacity:$1,000,000
Rec. Ask:$800,000
Projected Ask:$499,990
Prior Pledges:$25,000
Notes: Charmaine - 540-220-2019
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 |
| 2026-09-29 | Phone Call | Completed: gala reminders |
| 2026-09-16 | In-Person Meeting | Completed: Solicitation meeting w/ JM, NM |
| 2026-09-14 | In-Person Meeting | Greg brought 25k check as first investment. Briefly discussed naming opportunity |
| 2026-09-11 | In-Person Meeting | Completed: prep review - JM/NM |
| 2026-09-10 | Other Task | Completed: Nick/Malcolms to prep — done |
| 2026-09-03 | Phone Call | Completed: Invite to Malcolm's home; include Nick — this is done |
| 2026-09-02 | Other Task | Completed: check in with JM's text thread - Greg and Charmaine |
| 2026-09-02 | Phone Call | Completed: Talked with Charmaine |
| 2026-08-18 | Other Task | Completed: JM to text - they want new meeting; follow up — group-text to Greg an |
| 2026-08-12 | Other Task | Completed: phone call or text – follow up to get meeting scheduled |
🎯 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