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Donor Meeting Prep Sheet · CONFIDENTIAL

Pat Gelsinger

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Qualification
Name:Pat Gelsinger
Organization:
Email:
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$250,000
Prior Pledges:None
Notes: Background: iGen schools; Pat & Vinjay Group: Group 1 ($250K+) Next Action: meet w/ Rich April 17
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-04Next Action CompleteCompleted: Rich sending draft note to Pat and Sanjay
2026-04-28Next Action CompleteCompleted: meet w/ Rich April 17
2026-04-17In-Person MeetingPrep for AI based discussion. In person with Rich regarding Pat / ways to approa
🎯 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: