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Donor Meeting Prep Sheet · CONFIDENTIAL

Rachel Coggins

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Cultivation
Name:Rachel Coggins
Organization:
Email:rlcoggins@gmail.com
Phone:814-591-7640
Address:
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:None
Notes: [2026-05-04 — Fredericksburg Community Event (2026-05-08) — Status: Confirmed] James Minyard as well Friends with Chris Vomund. Rachel is a doctor in town. James works at Dahlgren. Mid to late 30s. Recently married, no kids. Travelled to work conferences together and got to visit the Atlanta Aquarium last year which they really enjoyed.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-06-16Next Action CompleteCompleted: Follow up about May 8 event
🎯 Meeting Objectives & Talking Points
Primary Ask:
$80,000 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: