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Donor Meeting Prep Sheet · CONFIDENTIAL

Dom Grasso

Building Our Future Capital Campaign Generated: September 07, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Dom Grasso
Organization:
Email:
Phone:
Address:
Connection:Community
Priority:Medium
Assigned To:Julian
Giving Capacity:$50,000
Rec. Ask:$40,000
Projected Ask:$100,000
Prior Pledges:$50,000
Notes: Background: waiting on long term Prior Giving: 27936 Group: Group 3 ($25K–$50K) Next Action: Schedule ask meeting Pledged $50k
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-09-02Next Action CompleteCompleted: JM to solicit
2026-09-02Next Action CompleteCompleted: Wednesday or Thursday meeting with Dom
2026-07-17Next Action CompleteCompleted: Schedule strategy meeting and five year pledge
2026-07-17Next Action CompleteCompleted: Schedule ask meeting
2025-09-17In-Person MeetingMeeting logged — Group 3 ($25K–$50K)
🎯 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
Meeting Objective:
Next Step After Meeting:
Follow-up Date:
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