👤 Donor Profile
Stage: Solicitation
Name:Jim Koehr
Organization:Koehr Family Foundation
Email:jim@koehrfamily.com
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$150,000
Prior Pledges:$25,000
Notes: Background: waiting on exit
Group: Group 2 ($100K)
Next Action: Left VM week of Jan 14; call back
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-06-15 | Next Action Complete | Completed: Follow up for visit request |
| 2026-06-10 | Next Action Complete | Completed: Call to discuss thesis and longer term pledge / bond — called/emailed |
| 2026-05-18 | Next Action Complete | Completed: discuss longer term pledge after thesis finals |
| 2026-05-18 | Next Action Complete | Completed: Left VM week of Jan 14; call back |
| 2026-04-10 | Next Action Complete | Completed: confirm pledge status; confirm thesis judging |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$200,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items