👤 Donor Profile
Stage: Cultivation
Name: Malcolm Family
Organization:—
Email:—
Phone:—
Address:—
Connection:Other
Priority:High
Assigned To:Julian
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: 6/24 - PSA is closed, acquisition process ig ongoing, market completed.
Begin conversation with family about tax strategies (window is now through end of July) and longer-term giving in the range of 50k-100k/year over the next 5 years.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-06-15 | Next Action Complete | Completed: check in with JM about sale status, meeting status — PSA done |
🎯 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