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

Regan LaMothe

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Cultivation
Name:Regan LaMothe
Organization:LaMothe Family Foundation
Email:
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Notes from 4/20: Canceled Africa trip so may have time this summer to visit Fredericksburg. Convening major philanthropists in FL on May 5-7 alongside ICLE, Chesterton, etc. so reprioritize giving. Will send him accelerator concept to supplement. Sacred Heart engagement – Grand Guild, started 3 years ago with 20 people (grands, aunts, etc) to get breakfast, lecture, then spend time in classes. Now up to 70 people thru word of mouth. Concerned with Donoghue Academy for too much testing and Sacred Heart for pastor vis a vis governance and control. Very intentional about grantmaking. Parent formation = Evermode Institute Recommends Gund Family Foundation and Flanagan Foundation (Bob Flanagan) Meeting notes from 4/8: Regan came back into church in his 50s, is really committed to revitalizing Catholic ed and reorienting how philanthropists think about this on a broad scale. Trying to encourage more intentional giving to this cause through small gatherings; first one is in May, mentioned Busch and Ortner both interested. (Recall Busch declined involvement and Ortner has been difficult to track down.) Has a real love for story and for his family. Loves to support expansion into Africa and especially Uganda, where he supports ed. and orphanage from Ave Maria priest that started with 3 and has grown to 600. Background: Major Catholic classical ed funder; lead donors behind Sacred Heart revitilization; JM met at JNHI 2025 fall conference; indicated interest; JM has reached out several times but no responses.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-08Virtual Meeting
2026-04-28Next Action CompleteCompleted: follow up note for May 6-8 call with Julian; also accelerator and hom
2026-04-20Virtual Meeting
2026-04-20Next Action CompleteCompleted: Prep for follow-up meeting
2026-04-17Next Action CompleteCompleted: Confirm follow-up meeting via email
2026-04-17Next Action CompleteCompleted: Confirm follow-up meeting via email
2026-04-17Next Action CompleteCompleted: Follow-up meeting 1pm ET
2026-04-16Virtual Meeting
2026-04-16Next Action CompleteCompleted: confirm follow-up meeting
2026-04-08In-Person MeetingMeeting logged — Group 2 ($100K)
🎯 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: