👤 Donor Profile
Stage: Pledge / Committed
Name:Jon Riley
Organization:—
Email:JRiley@luckstone.com
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$150,000
Prior Pledges:$250,000
Notes: Background: Floor; considering 250K
Group: Group 1 ($250K+)
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-10-05 | Phone Call | Completed: stewardship phone call |
| 2026-08-12 | Other Task | Completed: mail Peter / alumni thank you note for leadership gifts |
| 2026-05-21 | Phone Call | Completed: f/u on matching pledge |
| 2026-05-21 | Phone Call | Completed: Call at Luck family office about bond / PRI possibility |
| 2026-05-21 | Email / Correspondence | Completed: Send follow-up email with one-pager |
| 2026-05-18 | In-Person Meeting | Completed: Follow up for updates/scheduling meeting |
| 2025-10-17 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
🎯 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