👤 Donor Profile
Stage: Cultivation
Name:Greg Mueller
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Julian
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$250,000
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 |
| 2026-06-17 | 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 |
| 2026-05-26 | Next Action Complete | Completed: JM in scheudled for home visit |
| 2026-05-21 | Next Action Complete | Completed: call Dean for introduction |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$400,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items