👤 Donor Profile
Stage: Solicitation
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:$100,000
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 |
| 2026-09-30 | Phone Call | Completed: follow up on gift expansion and gala |
| 2026-09-28 | Phone Call | Completed: f/u regarding gala table, send land info |
| 2026-09-18 | In-Person Meeting | Mass, plus coffee after - update on progress, explore potential increase Allen m |
| 2026-09-18 | In-Person Meeting | Discussed gala table and St Pat's contacts, longer term expanded pledge, and pos |
| 2026-08-06 | Other Task | Completed: mail Peter / alumni thank you note for leadership gifts |
| 2026-05-21 | In-Person Meeting | Completed: Meeting 2/25 9am |
| 2026-05-21 | Email / Correspondence | Completed: Sent commencement invite |
| 2026-02-25 | In-Person Meeting | Meeting 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