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Donor Meeting Prep Sheet · CONFIDENTIAL

Richard Gilliam

Building Our Future Capital Campaign Generated: September 07, 2026
👤 Donor Profile Stage: Cultivation
Name:Richard Gilliam
Organization:Gilliam Family Foundation
Email:
Phone:
Address:
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$2,000,000
Rec. Ask:$1,600,000
Projected Ask:$2,000,000
Prior Pledges:None
Notes: STRATEGY NOTES – Possible to send LOI, submit via portal, or contact via warm connections. Ken is not one but can join in the meeting. Possible financing or grant request; one of Ken's largest donors during several state races. Serves on board of Institute for Advanced Studies in Culture (UVA) - almost 1M in grants in 2024 to that; Solicited proposals only for family foundation. Recall, their LOI process is completed in November, and applicants are notified in December: https://gilliamfamilyfoundation.com/contact/ Foundation: https://projects.propublica.org/nonprofits/organizations/203691921/202533179349101448/full
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-09-01Next Action CompleteCompleted: process response and determine next steps — emailing with Julia
2026-08-28Next Action CompleteCompleted: follow up on letter, campaign brochure
2026-08-28Next Action CompleteCompleted: f/u w Jacob re warm connection
2026-08-21Next Action CompleteCompleted: Jacob will get meeting with Tal, for warm intro
2026-08-17Next Action CompleteCompleted: NM to call foundation — need to complete letter and mail - drafted 8/
2026-08-11Next Action CompleteCompleted: Ken will request meeting — ken can't; NM to call
2026-07-09Next Action CompleteCompleted: request introductory meeting thru Ken — done - f/u with Ken via phone
🎯 Meeting Objectives & Talking Points
Primary Ask:
$1,600,000 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: