👤 Donor Profile
Stage: Cultivation
Name:Liz Johnson
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$80,000
Prior Pledges:None
Notes: Background: Connected by Emily Duncan, runs marketing company
Group: Group 2 ($100K)
Next Action: meeting scheuled for late April
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-04-29 | Virtual Meeting | |
| 2026-04-29 | Phone Call | |
| 2026-04-27 | In-Person Meeting | Meeting 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