👤 Donor Profile
Stage: Qualification
Name:John Pruitt
Organization:Pruitt Companies
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$250,000
Prior Pledges:None
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-21 | Other Task | Completed: follow up with Drew about meeting |
| 2026-05-18 | Phone Call | Completed: Follow up with Drew about meeting — delivered pamplets, will set up m |
| 2026-05-11 | Other Task | Completed: Arranging meeting through Drew |
| 2026-05-11 | Email / Correspondence | Completed: Contacted Drew about 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