👤 Donor Profile
Stage: Solicitation
Name:Mona Tanner
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$50,000
Prior Pledges:None
Notes: Background: Gala 2025 contribution; amount TBD
Group: Group 3 ($25K–$50K)
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-27 | Next Action Complete | Completed: Follow-up for pledge (Mona or Erin) — left vm, will need another |
| 2026-05-04 | Next Action Complete | Completed: Text Erin about May 8 attendance |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$80,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items