👤 Donor Profile
Stage: Identification
Name:Charles McDaniel
Organization:Hilldrup
Email:—
Phone:—
Address:—
Connection:Business
Priority:Medium
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$250,000
Prior Pledges:None
Notes: Warm connection thru Tim Welsh; Tim will invite to gala table;
There is Charles G (the founder of Hilldrup) and Charles W (his son, current president)
📋 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