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Donor Meeting Prep Sheet · CONFIDENTIAL

Nate Dobbins

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Qualification
Name:Nate Dobbins
Organization:
Email:ndobbins@dobbinsrealty.com
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$50,000
Prior Pledges:None
Notes: Mike Murphy connection; local real estate investor with 3 kids all at HCA; oldest is in fourth grade. Runs local investor network, well-connected in community.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-04-20Next Action CompleteCompleted: prep for lunch meeting
2026-04-20Next Action CompleteCompleted: Lunch meeting @ Basilico, 12:30pm
2026-04-20Next Action CompleteCompleted: follow up about Acquired podcast and May 8 event — send sponsorship i
2026-04-15In-Person Meeting
2026-04-14Next Action CompleteCompleted: confirm lunch meeting; prep with materials
2026-04-02In-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: