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Donor Meeting Prep Sheet · CONFIDENTIAL

Jon Riley

Building Our Future Capital Campaign Generated: May 09, 2026
👤 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:$100,000
Notes: Background: Floor; considering 250K Group: Group 1 ($250K+)
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2025-10-17In-Person MeetingMeeting 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: