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Donor Meeting Prep Sheet · CONFIDENTIAL

Ann Schierer

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Cultivation
Name:Ann Schierer
Organization:
Email:Bahamaann@gmail.com
Phone:571-446-9180
Address:3110 Hannahs Pond Lane
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Connection thru Chris Vomund; Fr. Schierer's mother. Significant supporter of Catholic causes. [2026-05-04 — Fredericksburg Community Event (2026-05-08) — Status: Confirmed] Fr. William as well
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-06-16Next Action CompleteCompleted: Two follow up emails - No response
2026-05-18Next Action CompleteCompleted: Second follow-up if needed — will call today (5/18)
2026-05-11Next Action CompleteCompleted: Send gift-based follow-up
🎯 Meeting Objectives & Talking Points
Primary Ask:
$200,000 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: