Which donors should we prioritize for major gift asks this quarter and why?
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Priority Major Gift Prospects
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Sarah Chen — steadily increasing, $12.5K last year, board connection
$15,000
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Oakville Community Fund — new $5K donor, institutional capacity
$10,000
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Robert & Janet Liu — board member, $8K avg, no ask in 18mo
$12,000
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Greenfield Family Trust — $6K/yr for 5 years, capacity indicators
$10,000
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Michael Torres — $4K last gift, wealth screening match
$8,000
Sarah Chen is your strongest prospect — consistent growth trajectory, personal event engagement, and a warm board connection through Janet Liu. The Oakville Community Fund is new but the $5K entry gift signals institutional capacity worth cultivating.
Recommended Actions
→Schedule lunch with Sarah Chen to discuss capital campaign
→Send personalized impact report to Oakville Community Fund
→Ask Janet Liu to co-host a cultivation dinner for Robert
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