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Donor Meeting Prep Sheet · CONFIDENTIAL

Tim Welsh

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Tim Welsh
Organization:
Email:Twelsh@rcci.com
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$2,000,000
Rec. Ask:$1,600,000
Projected Ask:$2,000,000
Prior Pledges:$250,000
Notes: $20M net worth. Long term partnership in the making. Very conscious of how money works in terms of family dynamics. Background: Riley connection; common sense Academy; via Whitney R Notes: Meeting in scheduling; Molly sent follow up email 3/18. Follow up call for 3/23 or 24 Group: Group 1 ($250K+) Next Action: Follow up after Easter on ask meeting, including common sense and sitework
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-04-29In-Person Meetingdiscuss in-kind donation implications as well as financing options; May 8 event
2026-04-28Next Action CompleteCompleted: Call regarding in-kind status, financing options, May 8 event
2026-04-20Next Action CompleteCompleted: follow up meeting
2026-04-20Next Action CompleteCompleted: Get signed agreement in place; class invite; discuss financing at nex
2026-04-14In-Person MeetingTim committed to doing work at cost; also wants to bring in aggregate donation f
2026-04-09Next Action CompleteCompleted: Follow up after Easter on ask meeting, including common sense and sit
2026-03-31In-Person MeetingMeeting logged — Group 1 ($250K+)
2026-03-24In-Person MeetingMeeting logged — Group 1 ($250K+)
🎯 Meeting Objectives & Talking Points
Primary Ask:
$1,600,000 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: