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Donor Meeting Prep Sheet · CONFIDENTIAL

Matthew Hantzmon

Building Our Future Capital Campaign Generated: September 07, 2026
👤 Donor Profile Stage: Cultivation
Name:Matthew Hantzmon
Organization:Hexagon Energy
Email:
Phone:
Address:
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Matthew W. Hantzmon — Founder/CEO/Chairman, Hexagon Energy (Charlottesville renewable energy developer, founded 2013, ~25–36 employees) Serial founder: prior exits Greenlight Energy→BP (2006) and HelioSage→Coronal/Panasonic (2015). Kellogg MBA. Giving vehicle: Jennie & Matthew Hantzmon Family Foundation (EIN 47-1512784); Matt Pres./Dir., wife Jennie Treas./Sec. Foundation-only assets ~$1.8M, ~$867K distributed (TY2024). Formally funds preselected orgs only — reach the person, not the foundation. Real major-gift engine is a DAF: $507,500 to 7 Saints Donor Advised Fund (TY2024). Foundation assets understate true capacity. Demonstrated velocity supports a mid-six-figure ask. Giving profile = orthodox Catholic + classical ed: home parish St. Thomas Aquinas (~$452K incl. building fund), Chesterton Academy $35K (direct model match to Summit), Dominican Friars, St. Anselm Institute, Institute for Family Studies, Our Lady of the Angels Monastery. Family: married to Jennie (Jane) Hantzmon; four sons — Matthew, William, John, Thomas (per 2015 obit; current ages/schooling unconfirmed, likely teen–college). Jennie is daughter of Dr. John A. Jane Sr., legendary UVA neurosurgery chair — prominent, affluent, UVA-rooted Charlottesville family. Rating (inferred): capacity high, affinity very high, access direct. Next step: direct first-touch from ED (no named warm connector identified); classical-Catholic school-builder → peer framing. Confirm sons' ages and Chesterton multi-year pattern.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-08-31Next Action CompleteCompleted: mail LOI
2026-08-26Next Action CompleteCompleted: email to Matthew Crane; if not, then call Foundation number — actuall
2026-08-17Next Action CompleteCompleted: Next Action — Matthew Crane is connecting via LinkedIn for warm conne
2026-08-11Next Action CompleteCompleted: outreach to Wes / Matt Crane
🎯 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:
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