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Donor Meeting Prep Sheet · CONFIDENTIAL

Luis ColonCastro

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Solicitation
Name:Luis ColonCastro
Organization:
Email:
Phone:
Address:
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$25,000
Rec. Ask:$20,000
Projected Ask:$25,000
Prior Pledges:None
Notes: Background: Want to contribute Group: Group 3 ($25K–$50K) Next Action: follow up after dinner
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-04-28In-Person Meeting
2026-04-20Next Action CompleteCompleted: confirm dinner meeting
2026-04-20Next Action CompleteCompleted: follow up after dinner
2025-10-15In-Person MeetingMeeting logged — Group 3 ($25K–$50K)
🎯 Meeting Objectives & Talking Points
Primary Ask:
$20,000 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:
Additional Notes: