👤 Donor Profile
Stage: Solicitation
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
proceeds limit annual giving to 1.5M; look for next year. in the meantime, very interested in bonds using 30M base. Rob has been interested in this.
Contact is advisor Scott Holdman - scott@laketwo.com
Philanthropic advisor who works with my family foundation and several other foundations in North Dakota and Minnesota (https://www.linkedin.com/in/scottholdman/). Scott is consistently one of the most positive, charitable, and diligent men I have the pleasure to know. He can talk with you more directly about the family foundation.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-07-07 | Next Action Complete | Completed: Update Scott on campaign progress |
| 2026-07-07 | Next Action Complete | Completed: Follow up with Robson regarding investment profile of Fredericksburg |
| 2026-06-11 | Next Action Complete | Completed: w/ Ron and Scott — Serious interest in financing contingent on campai |
| 2026-06-10 | Next Action Complete | Completed: w/ CFRRR to discuss fundraising and financing — Scott and Jamee discu |
| 2026-06-10 | Virtual Meeting | To provide Ron with overview of school, project, status, and topics (long-term g |
| 2026-05-28 | Next Action Complete | Completed: send advisor update on interest |
| 2026-05-21 | Next Action Complete | Completed: meet w/ advisor regarding bond |
| 2026-05-15 | Next Action Complete | Completed: Email Luke to follow up |
| 2026-05-15 | Next Action Complete | Completed: Follow up regarding proposal |
| 2026-05-08 | Next Action Complete | Completed: email regarding proposal interest |
🎯 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