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Donor Meeting Prep Sheet · CONFIDENTIAL

Pulte Family Foundation

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Qualification
Name:Pulte Family Foundation
Organization:c/o Kevin Doyle
Email:
Phone:
Address:
Connection:Other
Priority:Medium
Assigned To:Nick
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Discussed land-lease; possible PRI opportunity
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-26Next Action CompleteCompleted: regarding PRI / bond opportunity
🎯 Meeting Objectives & Talking Points
Primary Ask:
$0 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: