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Donor Meeting Prep Sheet · CONFIDENTIAL

Koch Foundation

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Cultivation
Name: Koch Foundation
Organization:Koch Foundation
Email:
Phone:
Address:
Connection:Foundation
Priority:Medium
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$50,000
Prior Pledges:None
Notes: Note - change priority on 4/13 due to additional research. One-time support grants, even for capital projects, are typically under 20K. Need to have OCD listing, which means we need to resolve priest / board issue. Low priority. Contact: Molly Requirements: 50% committed; OCD listing Phase: Current Status: Active Next Steps: Budget, OCD
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
No activities logged yet.
🎯 Meeting Objectives & Talking Points
Primary Ask:
$80,000 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: