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Donor Meeting Prep Sheet · CONFIDENTIAL

Rick and Amy Sluszka

Building Our Future Capital Campaign Generated: May 09, 2026
👤 Donor Profile Stage: Cultivation
Name:Rick and Amy Sluszka
Organization:
Email:
Phone:
Address:
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$20,000
Rec. Ask:$16,000
Projected Ask:$16,000
Prior Pledges:None
Notes: Background: waiting on long term Prior Giving: 2979 Group: Group 4 ($10K–$20K) Next Action: follow up for long-term number
📋 Cultivation History (Last 10 Activities)
Date Activity Notes
2025-10-01In-Person MeetingMeeting logged — Group 4 ($10K–$20K)
🎯 Meeting Objectives & Talking Points
Primary Ask:
$16,000 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: