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Donor Meeting Prep Sheet · CONFIDENTIAL

Ron & Luke Robson

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Cultivation
Name:Ron & Luke Robson
Organization:Sts Juliana And Philaret Foundation
Email:
Phone:
Address:
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$2,000,000
Rec. Ask:$1,600,000
Projected Ask:$1,000,000
Prior Pledges:None
Notes: Connection is through Luke Robson, Ron's son. Lead donor to Capstone Classical campaign; Family foundation funded with proceeds from Danaher sale - https://projects.propublica.org/nonprofits/organizations/843974867
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-08Next Action CompleteCompleted: email regarding proposal interest
2026-05-08Next Action CompleteCompleted: Phone call — Luke invited proposal - follow up next week
2026-05-04Next Action CompleteCompleted: luke connections
2026-04-30Virtual MeetingCall with Luke regarding foundation priorities and open to giving?
2026-04-28Next Action CompleteCompleted: email Luke w/ update about Fargo trip, ask for introduction
🎯 Meeting Objectives & Talking Points
Primary Ask:
$1,600,000 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: