👤 Donor Profile
Stage: Qualification
Name: True Vine Foundation
Organization:True Vine Foundation
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$250,000
Prior Pledges:None
Notes: Contact: Nick - Frank Hanna
Phase: Later
Status: Future
Next Steps: Reach out to Hanna
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-08-26 | Next Action Complete | Completed: develop campaign LOI |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$200,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items