👤 Donor Profile
Stage: Identification
Name:Ryan Thompson
Organization:—
Email:—
Phone:—
Address:—
Connection:Other
Priority:Medium
Assigned To:Nick
Giving Capacity:$50,000
Rec. Ask:$40,000
Projected Ask:$50,000
Prior Pledges:None
Notes:
[2026-05-05 — Fredericksburg Community Event (2026-05-08) — Status: Confirmed]
Ryan and Whitney
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-18 | Next Action Complete | Completed: Second follow-up if needed |
| 2026-05-11 | Next Action Complete | Completed: Erin send gift-based follow-up |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$40,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items