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Donor Meeting Prep Sheet · CONFIDENTIAL

Richard Viguerie

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Identification
Name:Richard Viguerie
Organization:American Target Advertising
Email:
Phone:
Address:9625 Surveyor Court, Suite 400
Connection:Other
Priority:Medium
Assigned To:Nick
Giving Capacity:$25,000
Rec. Ask:$20,000
Projected Ask:$20,000
Prior Pledges:None
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-06-24Next Action CompleteCompleted: Get lunch and discuss direct mail — follow up to be done once marketi
🎯 Meeting Objectives & Talking Points
Primary Ask:
$20,000 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: