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Donor Meeting Prep Sheet · CONFIDENTIAL

John DeMatteo

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Identification
Name:John DeMatteo
Organization:
Email:
Phone:
Address:
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Background: Lead donor to St Benedict Group: Group 2 ($100K) Next Action: Arrange meeting thru Dan F
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
No activities logged yet.
🎯 Meeting Objectives & Talking Points
Primary Ask:
$0 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: