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Donor Meeting Prep Sheet · CONFIDENTIAL

Howard Dahl

Building Our Future Capital Campaign Generated: November 06, 2026
👤 Donor Profile Stage: Declined
Name:Howard Dahl
Organization:Amity Technologies
Email:Hadahl@amitytech.com
Phone:—
Address:—
Connection:Other
Priority:High
Assigned To:Nick
Giving Capacity:$1,000,000
Rec. Ask:$800,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Meeting from 4/21: - considering small gift over 5 years – strategy: recommends examining Trinity; with Catholic core, not inclined towards major support. – look for his new book, "The Never Quitters" on his family company history - connector, so call on for introductions: Jay Schuler (ND, 4/12M gift for Wahpeton classical Catholic school); Frank Hanna (GA, major Catholic donor), Msgr Shea rolodex, Patrick McCloskey (wrote book about Gary Tharaldson) Group: Group 1 ($250K+) Next Action: prep for April meeting
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-10-07Email / CorrespondenceCompleted: follow up regarding matching pledge / contacts
2026-05-21Email / CorrespondenceCompleted: follow up regarding new ask and intros
2026-05-18In-Person MeetingCompleted: follow up email – Gift + network introductions
2026-05-08Phone CallCompleted: Left VM
2026-05-04In-Person MeetingCompleted: safe travels to DC
2026-04-23In-Person MeetingCompleted: NDSU lecture w/ Howard
2026-04-21In-Person MeetingMeeting logged — Group 1 ($250K+)
2026-04-14In-Person MeetingCompleted: prep for April meeting
2025-09-25In-Person MeetingMeeting logged — Group 1 ($250K+)
🎯 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: