👤 Donor Profile
Stage: Declined
Name: Napa Institute
Organization:Napa Institute
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Contact: Nick - Tim Busch
Requirements: BOD; OCD listing
Phase: Later
Status: Future
Notes: 7-figures towards chapel (phase 3)
Next Steps: NM / Tim email exchange; don't prioritize schools outside focus area
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| No activities logged yet. |
🎯 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