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Donor Meeting Prep Sheet · CONFIDENTIAL

Jamee Rodgers

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Cultivation
Name:Jamee Rodgers
Organization:
Email:
Phone:
Address:
Connection:Community
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
2026-01-09In-Person MeetingMeeting 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
Additional Notes: