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Donor Meeting Prep Sheet · CONFIDENTIAL

Gray Heppner

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Qualification
Name:Gray Heppner
Organization:
Email:grayheppner@gmail.com
Phone:703-598-1940
Address:1041 Half Mile Branch Road
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Gray Heppner, MD, COL,USA, Ret
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
No activities logged yet.
🎯 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: