Meeting Prep Sheet ← Back to Donor
Donor Meeting Prep Sheet · CONFIDENTIAL

Emily Cox

Building Our Future Capital Campaign Generated: September 07, 2026
👤 Donor Profile Stage: Identification
Name:Emily Cox
Organization:Beth & Ravenel Curry Foundation
Email:
Phone:
Address:
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$1,000,000
Rec. Ask:$800,000
Projected Ask:$1,000,000
Prior Pledges:None
Notes: Major conservative funders with a particular focus on education - school choice, independent ed, charter schools. Research pull, August 24, 2026.Beth & Ravenel Curry Foundation — Education Giving, FY2023–FY2025 Total charitable giving across the last three fiscal years was ~$139M, growing sharply each year ($35M → $49M → $56M). Education is the foundation's single largest program area, running roughly 40–55% of total giving depending on where you draw the line, with the tilt intensifying in FY2025. 3-year education total: ~$55–85M of ~$139M Narrow lens (K-12 reform, charter, choice, scholarships): ~40–47% Broad lens (adds higher ed, civic ed, FIRE): ~50–60% Biggest bets: Charter School Growth Fund (~$20M+ across 3 years), Khan Academy (~$8M), Success Academy, Vela Education Fund, Equitable Facilities Fund Catholic/classical touchpoints: Partnership Schools (NYC Catholic), Seton Education Partners, Great Hearts — present but not the dominant vein Caveat: FY2024 grant-level detail wasn't accessible; the 40–55% range is anchored in full FY2023 data and FY2025 top-20 grants.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-09-02Next Action CompleteCompleted: evaluate strategy for contact w/ Cox, the ED — done
2026-09-02Next Action CompleteCompleted: Alex is evaluating warm connections
🎯 Meeting Objectives & Talking Points
Primary Ask:
$800,000 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: