👤 Donor Profile
Stage: Solicitation
Name:Chris Kaila
Organization:Appraisal Group of Fredericksburg
Email:kaila@bestappraisal.com
Phone:—
Address:—
Connection:Other
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Information from May 8 event – wants to give substantially; will need to cultivate gift from couple
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-18 | Next Action Complete | Completed: Second follow-up if needed — call with Erin (5/18) |
| 2026-05-11 | Next Action Complete | Completed: Erin send gift-based follow-up |
🎯 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