👤 Donor Profile
Stage: Pledge / Committed
Name:Jack Helbling
Organization:—
Email:jakeh@fuse.net
Phone:5133004317
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:$2,000
Notes: Background: Todd's parents; OH
Phone call on May 18 - Really invests in grandkids, liked tiered suggestion for multi-year commitment and would like to set the expectation of being asked each year for new committments.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-18 | Next Action Complete | Completed: will give 2k now and revisit each year |
| 2026-05-05 | Next Action Complete | Completed: Phone call — Left VM |
🎯 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