Meeting Prep Sheet ← Back to Donor
Donor Meeting Prep Sheet · CONFIDENTIAL

Julian Malcolm

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Julian Malcolm
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: Floor; shares donated Prior Giving: 1418597 Group: Group 2 ($100K) Next Action: follow up on share transfer
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-04-14In-Person Meeting
2025-10-16In-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: