Prepare a one-page brief for my meeting with a major donor
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Donor Snapshot — Sarah Chen
| Lifetime giving | $47,250 |
| First gift | March 2019 |
| Last gift | $5,000 (Feb 2026) |
| Giving trend | Increasing — up 40% over 3 years |
| Preferred channel | In-person events |
| Board connection | Referred by Janet Liu (board member) |
Annual Giving History
20192025
Recommended Actions
→Acknowledge the $5K February gift and the impact it made
→Discuss the new youth mentorship program — aligns with her interests
→Explore a $15K ask for the capital campaign
Sarah is a steadily increasing donor with strong event engagement. Her connection through board member Janet Liu suggests comfort with the organization's leadership. A capital campaign conversation is well-timed.
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