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Donor Meeting Prep Sheet · CONFIDENTIAL

Jim Schmidt

Building Our Future Capital Campaign Generated: November 06, 2026
👤 Donor Profile Stage: Cultivation
Name:Jim Schmidt
Organization:Frank E Murphy Foundation
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:High
Assigned To:Julian
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Frank Murphy grew up impoverished in Ohio and was funded for Catholic school ed. Identified that as his key to success so has established legacy to fund Catholic schools and projects. Foundation works with University Housing Solutions, a Catholic lender, to execute projects and fund Catholic institutions.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-09-12Virtual MeetingCompleted: Introduce UHS / Summit leadership team. Awaiting terms from UHS, invo
2026-09-11Virtual MeetingUHS / Summit introductions. Exploration of projects, path forward, Murphy Fdn in
🎯 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:
Additional Notes: