👤 Donor Profile
Stage: Pledge / Committed
Name:Rich Delaney
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:$50,000
Notes: Background: 40K in 25; year to year
Prior Giving: 79168
Group: Group 2 ($100K)
Next Action: get tax letter
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2025-10-09 | In-Person Meeting | Meeting logged — Group 2 ($100K) |
| 2025-09-29 | 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