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Donor Meeting Prep Sheet · CONFIDENTIAL

Allen and Beth Stibora

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Qualification
Name:Allen and Beth Stibora
Organization:
Email:
Phone:
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: Very interested; ET portfolio Group: Group 3 ($25K–$50K) Next Action: coordinate meeting for Nick with Joe
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-05Next Action CompleteCompleted: Phone call
🎯 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:
Additional Notes: