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Donor Meeting Prep Sheet · CONFIDENTIAL

Drew Mullins

Building Our Future Capital Campaign Generated: July 08, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Drew Mullins
Organization:
Email:AJMullins@proton.me
Phone:(571) 277-3739
Address:
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$50,000
Rec. Ask:$40,000
Projected Ask:$50,000
Prior Pledges:$30,000
Notes: Background: Want to contribute Group: Group 3 ($25K–$50K) Next Action: Susan H calling 2/19 Is connected to a business that can do matching gifts, need to follow through on understanding process.
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-05-21Next Action CompleteCompleted: follow up regarding pledge agreement / matching gift
2026-05-18Next Action CompleteCompleted: Follow up with Yara
2026-05-11Next Action CompleteCompleted: Follow up with Yara
🎯 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: