👤 Donor Profile
Stage: Solicitation
Name:Bruce Davis
Organization:—
Email:bldavis@mac.com
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Group: Group 2 ($100K)
Next Action: rotary confirmed; lunch March 4
[2026-05-04 — Fredericksburg Community Event (2026-05-08) — Status: Confirmed]
Just Bruce
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-10-07 | Phone Call | Completed: f/u - gala and mtg request — invited others |
| 2026-10-01 | Other Task | Completed: text for meeting follow up |
| 2026-10-01 | Phone Call | Completed: gala invitation and mtg request — done |
| 2026-08-26 | Phone Call | Completed: for meeting |
| 2026-07-07 | Phone Call | Completed: follow up meeting request — done |
| 2026-06-30 | Email / Correspondence | Completed: meeting request |
| 2026-05-18 | Email / Correspondence | Completed: Second follow-up if needed |
| 2026-05-18 | In-Person Meeting | Completed: rotary confirmed; lunch March 4 |
| 2026-05-11 | Email / Correspondence | Completed: Send gift-based follow-up |
| 2026-03-05 | 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