Prospect Look Book
Top 6 Prospects, Q2 2026
Sample Nonprofit, Inc. · 6 prospects · April 26, 2026
Executive summary
Top prospect analysis for Sample Nonprofit, Inc.
Average prospect score
88
Across the top 6
Aggregate property value
$27.4M
Public-record estimates
Ready to ask
3 of 6
Solicitation-ready now
Geographic spread
4 cities
Across the United States
Capacity figures synthesize publicly available signals: property-value estimates, news mentions, disclosed giving, and connections you upload from your own LinkedIn export.
Catherine Whitfield-Park
Senior Advisor · Briarstone Foundation
Connection: Sandra has served with Catherine on the Briarstone advisory panel since 2022; close working relationship.
Prospect score
96
Long-tenured philanthropic strategist; advises three private foundations and authored a 2023 book on giving practice.
Score breakdown
Composite
96
Capacity
84
Senior Advisor at Briarstone Foundation with strong personal giving record + Capitol Hill row house. Major-tier capacity confirmed across multiple signals.
Affinity
92
Catherine's foundation portfolio overlaps directly with our program areas. She has personally championed similar orgs in the past.
Relationship strength
88
Direct relationship via Sandra. Catherine returns calls within 48 hours.
Warm path
Highest-readiness prospect in this cohort. Sandra has already mentioned the org to Catherine in passing and Catherine asked for materials. The opening is warm — move quickly.
Introduction approach
Sandra schedules the meeting. Bring a complete proposal — Catherine reads materials in advance and expects depth. Multi-year, $75K-$150K is the right opening ask.
Suggested cultivation sequence
- 1
Sandra confirms Catherine is open to a 45-min meeting
Email·This week·Sandra Liu - 2
Send full proposal + outcomes report 1 week before the meeting
Email·Within 2 weeks·ED - 3
45-min meeting at her DC office
In person·Within 4 weeks·ED + Sandra - 4
Make the ask in the meeting — $75K-$150K, 3-year commitment
In person·Within 4 weeks·ED
Talking points
- She wrote the playbook — ask her to help us live it.
- Multi-year commitment (3 years) is more comfortable for her than a single big gift.
Risk factors
- She's been over-asked by peer orgs in Q1 — make sure your ask is differentiated
Fictional sample data — any resemblance to real persons is coincidental
Margaret Holloway-Chen
Managing Partner · Lantern Capital Group
Connection: Sandra Liu has known Margaret since the 2018 PRI summit and has indicated she is happy to make a warm intro.
Prospect score
94
Twenty-five years in private equity with a focus on climate-aligned infrastructure. Active board roles in conservation and arts.
Score breakdown
Composite
94
Capacity
96
Pacific Heights residence at $8.4M, 25-year private-equity track record, and a $285K lifetime giving history with us. Capacity is documented at the high-net-worth tier.
Affinity
88
Climate-aligned infrastructure is her primary investment thesis and she has board roles at two conservation nonprofits. Strong mission overlap.
Relationship strength
78
Reachable through both Margaret's professional network and our board chair's personal relationship. Replies same-day to warm intros.
Warm path
Best path is a Sandra-to-Margaret introduction, framed around the upcoming Coastal Resilience initiative. Skip cold email — Margaret reads but rarely replies to unfamiliar senders. Sandra has flagged that Margaret is exploring a fall 2026 commitment to one new climate-aligned organization.
Introduction approach
Lead with the Coastal Resilience theory of change (one paragraph), name Sandra as the connector, propose a 30-minute introductory coffee within 3 weeks. Do NOT ask for money in the first meeting — Margaret expects a cultivation arc, not a transactional ask.
Suggested cultivation sequence
- 1
Sandra emails Margaret with a one-paragraph intro and asks for a 30-min coffee
Email·Within 1 week·Sandra Liu - 2
30-min coffee at Margaret's preferred spot (Sightline Coffee, Hayes Valley)
In person·Weeks 2-4·ED + Sandra - 3
Follow-up email with 1-page Coastal Resilience brief and an invite to a site visit
Email·Within 5 days of the coffee·ED - 4
Site visit to Coastal Resilience pilot in Half Moon Bay
In person·6-10 weeks out·ED + Program Director - 5
Make the ask in person, $50K-$150K range, multi-year option
In person·Q3 2026·ED
Talking points
- Open with the Meridian board connection — she helped recruit two of our current trustees.
- She tracks measurable conservation outcomes; come in with acres-protected and watershed-mile numbers.
- Lead with climate-equity framing, not pure ecology — she's vocal that conservation must be inclusive.
Risk factors
- Heavy Q1 board calendar — ask should be set for mid-Q2
- Spouse is the primary day-to-day contact; route through him first
Fictional sample data — any resemblance to real persons is coincidental
Vivienne Hartwell
Principal · Hartwell Family Office
Connection: Tom Brennan met Vivienne at the 2025 Boston nonprofit conference; light familiarity, not a deep relationship.
Prospect score
87
Stewards a multi-generational family portfolio with a focus on early-childhood education and biomedical research.
Score breakdown
Composite
87
Capacity
88
Hartwell Family Office Principal with a $6.2M Boston residence and a steady $50K annual gift to us. Family-office capacity is well-documented; personal capacity is mid-to-high.
Affinity
82
Hartwell Family Office's published giving themes overlap meaningfully with our program areas (climate + workforce). Quiet Power Connector archetype.
Relationship strength
64
Family office gatekeeper screens requests. Best access is via a known peer board member.
Warm path
Vivienne is a connector — she rarely makes the largest gift but she shapes who other Boston-area family offices fund. Cultivate her as a gateway, not a transaction.
Introduction approach
Tom should re-engage via a low-stakes invite (panel, salon, site visit) before any ask. Frame the org as a peer in her family office's giving theme set.
Suggested cultivation sequence
- 1
Tom invites Vivienne to an upcoming Boston salon or board observation
Email·Within 3 weeks·Tom Brennan - 2
Salon attendance — let Vivienne meet other peers / staff organically
In person·Q2-Q3 2026·Tom + ED - 3
Follow-up coffee 1-on-1 with ED
In person·Within 4 weeks of salon·ED - 4
Ask in person for a multi-year commitment in the $75K-$200K range
In person·Q4 2026·ED
Talking points
- Treat her as a peer, not a target. She'll disengage from anything that feels transactional.
- Site visits over slide decks — she always asks to see the work in person.
Risk factors
- Strong privacy preferences — never publish her gifts
- Family office gatekeeper screens all unsolicited outreach
Fictional sample data — any resemblance to real persons is coincidental
Joaquin Delacruz
Chief Investment Officer · Patrick Bay Realty Trust
Connection: Margaret Holloway-Chen mentioned Joaquin's name but they are colleagues, not personal connections.
Prospect score
86
Lifelong Los Angeles resident; 20-year career in commercial real estate. Concentrated Southern California giving footprint.
Score breakdown
Composite
86
Capacity
89
CIO at Patrick Bay Realty; HNWI capacity confirmed by the Brentwood property + a $165K lifetime giving history. His giving patterns suggest an LA-specific focus.
Affinity
71
LA-focused giving history. Best fit is a Los Angeles regional initiative; less aligned with national-level work.
Relationship strength
58
Margaret can name-drop but not personally introduce. ED would be cold-warm reaching out.
Warm path
Joaquin is best approached for an LA-specific program. National-level pitches are unlikely to convert. Margaret's referral is useful but not a direct intro.
Introduction approach
Lead with an LA-anchored initiative (e.g., the South LA Climate Adaptation pilot). Reference Margaret as the source of the introduction, but be ready to stand on the merits without her.
Suggested cultivation sequence
- 1
Cold email referencing Margaret's name and LA-specific program
Email·Within 2 weeks·Development Director - 2
If responsive, schedule a 20-min phone call
Phone·Weeks 3-5·ED - 3
Send LA-program brief
Email·Within 1 week of call·Development Director - 4
Ask for a $40K-$100K commitment for LA-specific programming
Phone·Q3-Q4 2026·ED
Talking points
- Pitch must be LA-specific or it won't land.
- Emphasize coastal-resilience programming for the strongest emotional pull.
Risk factors
- Strict 'no national orgs' rule — keep the pitch LA-focused
Fictional sample data — any resemblance to real persons is coincidental
Henrik Lindqvist
Senior Managing Director · Riverpoint Asset Management
Connection: Margaret introduced Sandra to Henrik at a 2025 finance industry event; Sandra knows him casually.
Prospect score
84
Career investor; primary residence in San Francisco, vacation home in Aspen. Splits his time and giving across two states.
Score breakdown
Composite
84
Capacity
87
Senior Managing Director at Riverpoint, $4.9M Russian Hill condo + Aspen secondary residence, and an $88K lifetime giving history. HNWI capacity is well-documented.
Affinity
73
Outcomes-oriented, investment-minded giver. Good fit for evidence-driven program pitches; less aligned with values-driven storytelling.
Relationship strength
72
Margaret can introduce. Henrik returns most warm intros within a week.
Warm path
Henrik wants results, not narrative. His investment background means he prefers efficacy and evidence over story. Cost-per-outcome framings convert well.
Introduction approach
Frame the work in efficacy / cost-per-outcome terms; his portfolio mindset means he wants results, not narrative. Keep the pitch evidence-driven. Margaret introduces, ED follows with a metrics brief.
Suggested cultivation sequence
- 1
Margaret email intro to Henrik
Email·Within 2 weeks·Margaret Holloway-Chen - 2
30-min Zoom — present cost-per-outcome data + program model
Phone·Weeks 3-5·ED - 3
Send a 2-page metrics report + ask range
Email·Within 1 week of call·ED - 4
In-person follow-up if traction
In person·Q3 2026·ED
Talking points
- Lead with efficiency metrics. He'll ask for them anyway.
- Keep the pitch evidence-driven and outcomes-focused.
Risk factors
- Vocal about wanting low-overhead orgs — be ready with efficiency metrics
Fictional sample data — any resemblance to real persons is coincidental
Imani Washington
Program Officer, Education · Briarstone Foundation
Connection: Sandra met Imani at the 2025 Briarstone education summit; Catherine is her direct colleague.
Prospect score
78
Mid-career foundation program officer with broad sector relationships. Personal capacity is modest but network value is exceptional.
Score breakdown
Composite
78
Capacity
41
Program Officer at Briarstone Foundation. Mid-tier personal capacity but strategic value is much higher — she influences foundation grant decisions in our space.
Affinity
95
She runs the education program area we are aligned with. Affinity is the highest in this cohort.
Relationship strength
82
Indirect access via Catherine + Sandra. Briarstone has formal grant cycles — her access matters more for institutional grant timing than personal giving.
Warm path
Imani is a strategic relationship, not a personal-giving prospect. Cultivate her for the Briarstone institutional pipeline. Catherine is the closer; Imani is the program-area champion.
Introduction approach
Lead with program alignment. Imani influences which orgs Briarstone invites to apply. The 'ask' here is grant pipeline access, not personal giving.
Suggested cultivation sequence
- 1
Sandra introduces ED to Imani at the next Briarstone event
In person·Q2 2026·Sandra Liu - 2
Schedule a program-focused 30-min meeting
Phone·Within 4 weeks·ED + Program Director - 3
Invite to a program site visit
In person·Q3 2026·Program Director - 4
Position for the next Briarstone education grant cycle
Email·Q4 2026·Grants Manager
Talking points
- She's a force multiplier. Treat her as a partner, not a target.
- Public recognition of her advisory role matters more than ask size.
Risk factors
- Conflict-of-interest considerations — Briarstone has restricted gifts policies
Fictional sample data — any resemblance to real persons is coincidental
Fictional sample data — every persona on this page is a composite modeled on real archetypes. Any resemblance to real persons is coincidental.
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