👤 Donor Profile
Stage: Pledge / Committed
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:$25,000
Notes: Group: Group 1 ($250K+)
Next Action: prep for April meeting
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-08-21 | Phone Call | Completed: follow up regarding proposal |
| 2026-08-21 | Virtual Meeting | Completed: f/u about gift proposal |
| 2026-08-11 | Virtual Meeting | Completed: long discussion regarding overall giving, how summit fits - requested |
| 2026-07-07 | Phone Call | Completed: followed up about gift amount; was at hospital, so will get back to m |
| 2026-05-15 | Phone Call | Completed: Follow up call |
| 2026-05-15 | In-Person Meeting | Completed: Call again |
| 2026-05-15 | Phone Call | Completed: f/u on Newman, Paula, gift |
| 2026-05-05 | In-Person Meeting | Completed: Phone call |
| 2026-05-05 | In-Person Meeting | Completed: Left VM |
| 2026-05-01 | In-Person Meeting | Completed: follow up list from meeting |
🎯 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