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Donor Meeting Prep Sheet · CONFIDENTIAL

Allen Harrison

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Pledge / Committed
Name:Allen Harrison
Organization:
Email:allenharrison@battlefieldhomes.com
Phone:(540) 273-4091
Address:
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$15,000
Prior Pledges:$100,000
Notes: Background: Via Whitney R; Gala contributors Next Action: Meeting 2/25 9am
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2026-02-25In-Person MeetingMeeting logged — Group 3 ($25K–$50K)
🎯 Meeting Objectives & Talking Points
Primary Ask:
$200,000 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: