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Donor Meeting Prep Sheet · CONFIDENTIAL

Tom Wack

Building Our Future Capital Campaign Generated: September 07, 2026
👤 Donor Profile Stage: Qualification
Name:Tom Wack
Organization:Wack GC
Email:
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$250,000
Prior Pledges:None
Notes: Heavily into FA, long-time giver and board member there. Mike cannot broach BUT Drew Mullins will do so – thinks Tom will see the value, and either through gift or in kind potentially support.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
No activities logged yet.
🎯 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: