👤 Donor Profile
Stage: Qualification
Name:Ronald Vance
Organization:—
Email:rvance@alvarezandmarsal.com
Phone:—
Address:—
Connection:Other
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Was interested in St Michael campaign, visited school, requested P&L but did not receive.
Personal feedback - 25K typical gift, 250K capacity.
https://www.alvarezandmarsal.com/our-people/ronald-vance
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-10-07 | Other Task | Completed: research to find contact info - reach out for meeting |
| 2026-10-07 | Email / Correspondence | Completed: to request meeting — done |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$200,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items