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Donor Meeting Prep Sheet · CONFIDENTIAL

Richard Galofaro

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Declined
Name:Richard Galofaro
Organization:William & Barbara Martin Foundation
Email:
Phone:
Address:
Connection:Foundation
Priority:Medium
Assigned To:Nick
Giving Capacity:$5,000,000
Rec. Ask:$4,000,000
Projected Ask:$2,500,000
Prior Pledges:None
Notes: See recent and first major gift to TAC, 38M for expansion: https://www.thomasaquinas.edu/news/william-barbara-martin-foundation-awards-college-historic-38m-gift Nic C checked with Anthony - no go EMail history -- Dear Mr. Galofaro, Since news broke of the Martin Foundation's historic gift to TAC, you may have already received notes from Catholic-school fundraisers like me, and I am aware that the Foundation does not accept unsolicited requests. I am not writing with a grant request, but rather for your perspective on a mission-aligned investment opportunity. The Summit Academy, which is a classical Catholic school in the diocese of Arlington, VA, is planning to break ground on a permanent campus this summer, which will enable Fall 2027 occupancy and space for nearly doubled enrollment (120 to 230) from its rented facilities. This is the community's first major campaign, and we've raised more than half of an $8M first-phase goal against a $10M construction cost. Here's our site: https://thesummitva.org/campaign/. You may notice that the campus is designed by Nicolas Charbonneau, who is Anthony Grumbine's DC-based colleague at Harrison Design. The first phase is shovel-ready (rezoning, permits, design), aside from financing. We are trying to meet the timeline by securing $5M in financing through revenue bonds or Program Related Investment (PRI) loans while ensuring that financing is mission-aligned. I'm looking for the right investor — a foundation or family that would value a secured instrument supporting Catholic education. Would you have 15 minutes for a call? I'd be grateful for your insights into this strategy and any introductions you may be able to make for this purpose. Best, Nick -- Nicholas W. Marr Executive Director The Summit Academy nmarr@thesummitva.org C: 207.400.2331 Richard Galofaro Wed, May 20, 1:06 PM (6 days ago) to Robert, me Hi Nicholas, Appreciate the email. Our foundation would not be in a position to make an investment of this nature. I wish you luck on finding the right investor for this project. Best, Rich Richard Galofaro | Co‑Managing Partner ​​​​ D (213) 629-7819 R.Galofaro@musickpeeler.com | Bio Musick Peeler 333 South Hope Street, Suite 2900 | Los Angeles, CA 90071 www.musickpeeler.com From: Nicholas Marr Sent: Wednesday, May 20, 2026 8:20 AM To: Richard Galofaro Subject: Bond investment opportunity / Classical Catholic ed You don't often get email from nmarr@thesummitva.org. Learn why this is important CAUTION: THIS IS AN EXTERNAL EMAIL. Nicholas Marr Wed, May 20, 7:09 PM (6 days ago) to Richard, Robert Dear Rich –– Thanks for your reply and good wishes for the project. Robert, it's nice to be connected. I see you're a Leonine alum; I was part of the DC group a few years ago and my wife was in the first NYC cohort. A great program!
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-21Next Action CompleteCompleted: Send follow-up email with one-pager — done - richard connected me wit
2026-05-21Next Action CompleteCompleted: call regarding Richard connection
2026-05-19Next Action CompleteCompleted: Call about bond / PRI possibility — Left VM
2026-05-18Next Action CompleteCompleted: follow up with Nic C regarding contacts
2026-05-07Next Action CompleteCompleted: called Nic C; will get warm intro to TAC contacts
🎯 Meeting Objectives & Talking Points
Primary Ask:
$4,000,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items
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