👤 Donor Profile
Stage: Identification
Name:Kim & Chad Wahlin
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$10,000
Rec. Ask:$8,000
Projected Ask:$10,000
Prior Pledges:None
Notes: Group: Group 4 ($10K–$20K)
Next Action: need to set first meeting
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| No activities logged yet. |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$8,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items