👤 Donor Profile
Stage: Solicitation
Name:Howard Owen
Organization:Stafford Printing
Email:hmowen04@verizon.net
Phone:(703) 628-9159
Address:—
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$50,000
Rec. Ask:$40,000
Projected Ask:$50,000
Prior Pledges:None
Notes: Background: Gala contributors
Group: Group 3 ($25K–$50K)
Next Action: check in with Susan
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-08-12 | Phone Call | Completed: Follow up if no response |
| 2026-08-12 | Email / Correspondence | Completed: Requested meeting |
| 2026-06-11 | Phone Call | Completed: check in with Susan |
| 2026-05-05 | In-Person Meeting | Completed: Left VM |
| 2026-04-28 | In-Person Meeting | Completed: follow up call to Howard |
| 2026-04-13 | In-Person Meeting | Completed: called Howard / VM to invite to May 8 event |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$40,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items