👤 Donor Profile
Stage: Solicitation
Name:George Loegering
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Group: Group 1 ($250K+)
Next Action: prep for April meeting
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-05 | Next Action Complete | Completed: Phone call |
| 2026-05-05 | Next Action Complete | Completed: Left VM |
| 2026-05-01 | Next Action Complete | Completed: follow up list from meeting |
| 2026-04-23 | Next Action Complete | Completed: prep for April meeting |
| 2026-04-21 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
| 2025-09-25 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$400,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items