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Donor Meeting Prep Sheet · CONFIDENTIAL

John Pruitt

Building Our Future Capital Campaign Generated: July 08, 2026
👤 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
2026-05-21Next Action CompleteCompleted: follow up with Drew about meeting
2026-05-18Next Action CompleteCompleted: Follow up with Drew about meeting — delivered pamplets, will set up m
2026-05-11Next Action CompleteCompleted: Arranging meeting through Drew
2026-05-11Next Action CompleteCompleted: 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: