👤 Donor Profile
Stage: Cultivation
Name:Mike Ortner
Organization:Ortner Family Foundation
Email:michael.ortner@gmail.com
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Julian
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$250,000
Prior Pledges:None
Notes: Emailed from JM's account on 4/17 to follow up and send May 8 invite link.
Notes: Have been emailing back and forth; followed up on 3/24.
Group: Group 1 ($250K+)
Next Action: JM left VM on Tuesday 3/31
Email
Sent Mike all campaign info
From: Michael Ortner
Date: Thu, Mar 12, 2026 at 3:20 PM
Subject: Re: Following up + meeting request
To: Julian Malcolm
Thanks Julian! We met with the Lumen folks and I am hopeful that could be a good option for us. Thanks for the recommendation!
Do you have info you could email me about your campaign?
On Thu, Mar 12, 2026 at 1:54 PM Julian Malcolm wrote:
Mike,
Appreciated our conversation about accreditation and happy to continue supporting in any way I can. It's something that needs a better solution than the status quo. I've also heard that you recently met our grants manager Molly Herman – she's terrific!
As we discussed, I would like to get together in the next month to share more about our campaign. We can meet halfway or come to you. I'll plan to bring Nick, my executive director who's got the lead for numbers. We have lead donors and are expanding our 100K-250K level supporters.
Are you available on March 24, March 31, or during the day on April 14? Those are best on our end but we can be flexible.
Best,
Julian
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-03-13 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
🎯 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