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Donor Meeting Prep Sheet · CONFIDENTIAL

Travis Hughes

Building Our Future Capital Campaign Generated: November 06, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Travis Hughes
Organization:—
Email:travisjhughes@gmail.com
Phone:(540) 621-7082
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:$2,000
Notes: Aug 31 email from Travis – Summer and I would like Summit to grow into a meaningful educational asset for the community and we are happy to make a smaller donation. We cannot commit to a longer term pledge as we have decided to direct most of our giving to help fund a scholarship at VMI.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-09-18Phone CallCompleted: interaction based on prior solitication
2026-09-17Phone CallCompleted: follow up again for solicitation discussion
2026-08-26Phone CallCompleted: to check status
2026-08-26Phone CallCompleted: checked back in - meeting request
2026-06-01Email / CorrespondenceCompleted: to request meeting / match challenge
2026-05-18In-Person MeetingCompleted: Follow up for updates/scheduling meeting
🎯 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: