👤 Donor Profile
Stage: Solicitation
Name:Jamee Rodgers
Organization:Community Foundation
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:Medium
Assigned To:Nick
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Background: New CEO, Comm Foundation; https://www.cfrrr.org/apply/rappahannock-community-legacy-fund/
Group: Group 3 ($25K–$50K)
Next Action: set meeting for April to discuss United Way, Fred Charitable
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-06-11 | Next Action Complete | Completed: regarding bond / pri |
| 2026-06-11 | Virtual Meeting | Meeting with Jamee and Scott Holdman. Scott pitched impact investing and will fo |
| 2026-05-21 | Next Action Complete | Completed: Call about bond / PRI possibility |
| 2026-05-21 | Next Action Complete | Completed: Send follow-up email with one-pager |
| 2026-05-19 | Next Action Complete | Completed: set meeting for April to discuss United Way, Fred Charitable |
| 2026-01-09 | In-Person Meeting | Meeting logged — Group 3 ($25K–$50K) |
🎯 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