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Donor Meeting Prep Sheet · CONFIDENTIAL

Tim Welsh

Building Our Future Capital Campaign Generated: November 06, 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:$1,000,000
Rec. Ask:$800,000
Projected Ask:$250,000
Prior Pledges:$250,000
Notes: June - Revised capacity; Additional ask - 250k $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
2026-10-07In-Person MeetingCompleted: re: gala and financing
2026-09-03Other TaskCompleted: f/u - gala invite, sponsorship, guests to include McDaniels, Vakos
2026-09-03In-Person MeetingCompleted: f/u on gala invite, sponsorships, high capacity guests
2026-08-17In-Person MeetingCompleted: stewardship / financing / update
2026-08-06In-Person MeetingCompleted: financing
2026-08-06Other TaskCompleted: mail Peter / alumni thank you note for leadership gifts
2026-05-19In-Person Meeting
2026-04-29In-Person Meetingdiscuss in-kind donation implications as well as financing options; May 8 event
2026-04-28In-Person MeetingCompleted: Call regarding in-kind status, financing options, May 8 event
2026-04-20In-Person MeetingCompleted: follow up meeting
🎯 Meeting Objectives & Talking Points
Primary Ask:
$800,000 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: