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Donor Meeting Prep Sheet · CONFIDENTIAL

Robert Luddy Luddy Charitable Foundation

Building Our Future Capital Campaign Generated: September 07, 2026
👤 Donor Profile Stage: Identification
Name:Robert Luddy Luddy Charitable Foundation
Organization:
Email:
Phone:(919) 882-2410
Address:4641 Paragon Park Road
Connection:Foundation
Priority:Medium
Assigned To:Julian
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Per Nick: "DOES NOT ACCEPT UNSOLICITED REQUESTS, BUT I did meet Mr. Luddy at Belmont Abbey and his favorite thing to fund is Classical schools, not sure how you request if unsolicited requests are not permitted." Molly's notes: Gave only one grant in 2023 to Thales Academy (classical school, NC) for $2 million.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
No activities logged yet.
🎯 Meeting Objectives & Talking Points
Primary Ask:
$0 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: