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Donor Meeting Prep Sheet · CONFIDENTIAL

Shaun Kenney / Family

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Shaun Kenney / Family
Organization:
Email:
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:$100,000
Notes: Background: Huge connector and deep relationships. Library + 4K books Group: Group 2 ($100K) Next Action: revise, finalize, and send to Shaun – action plan document from Claude
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-03-30In-Person MeetingMeeting logged — Group 2 ($100K)
2026-03-23In-Person MeetingMeeting logged — Group 2 ($100K)
2025-09-11In-Person MeetingMeeting logged — Group 2 ($100K)
🎯 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: