👤 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 |
| 2026-10-21 | Phone Call | Completed: got Scott feedback on last presentation |
| 2026-10-07 | Virtual Meeting | We did update since July. Their push informed research into regional economic pl |
| 2026-08-06 | Virtual Meeting | Completed: Scott to discuss friendly debt |
| 2026-07-07 | Phone Call | Completed: Update Scott on campaign progress |
| 2026-07-07 | Phone Call | Completed: Follow up with Robson regarding investment profile of Fredericksburg |
| 2026-06-11 | Virtual Meeting | Completed: w/ Ron and Scott — Serious interest in financing contingent on campai |
| 2026-06-10 | Virtual Meeting | 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 | Email / Correspondence | Completed: send advisor update on interest |
| 2026-05-21 | Virtual Meeting | Completed: meet w/ advisor regarding bond |
🎯 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