👤 Donor Profile
Stage: Pledge / Committed
Name:Dan Malcolm
Organization:—
Email:danmalcolm9@gmail.com
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:$5,000
Notes: Background: Art room / 250K ask
Group: Group 2 ($100K)
Next Action: post Easter follow up note; meeting request emailed 3/27
5/6 email from Dan: contributing to capital campaign via Ameriprise account.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-26 | Other Task | Completed: Confirm cap campaign donation from Ameriprise account if necessary |
| 2026-04-30 | In-Person Meeting | Completed: invite to May 8 event |
| 2026-04-28 | In-Person Meeting | Completed: Check in with Julian |
| 2026-04-14 | In-Person Meeting | Completed: post Easter follow up note; meeting request emailed 3/27 |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$80,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items