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Margaret Holloway-Chen

Reunión de mañana

Margaret Holloway-Chen

Managing Partner · Lantern Capital Group

Capacidad · HNWI
Preparación · Ready to ask
HNWI Board Connector
San Francisco, CA

When

Monday, April 27, 2026 · 9:30 AM

Where

Sightline Coffee, Hayes Valley · in person

Purpose

Cultivation coffee — share Q1 conservation outcomes; tee up the climate-equity ask for Q2.

Quick facts

The five things you absolutely need at your fingertips.

Suggested ask

$50,000 – $150,000

Approach

Warm intro via mutual

Last gift

$25K · Dec 12, 2025

Lifetime giving

$285K

Public-record home

$8.40M

Pacific Heights

margaret.holloway-chen@example.com+1 (415) 555-0142

Talking points

Three openers and one framing tip — written for this person specifically.

  1. 1

    Open with the Meridian board connection — she helped recruit two of our current trustees.

  2. 2

    She tracks measurable conservation outcomes; come in with acres-protected and watershed-mile numbers.

  3. 3

    Lead with climate-equity framing, not pure ecology — she's vocal that conservation must be inclusive.

How she likes to be approached

Margaret expects to be asked. She prefers a tightly scoped pitch tied to a specific climate-equity program, not a general fund pitch.

Personalization angle · Ties to Meridian Conservation Trust board and Stanford classmate connection.

Source: Synthesized from publicly available web signals + your team’s own CRM history. Talking points are AI-generated; staff editing encouraged.

Recent activity

The last few signals worth keeping in mind.

  1. Kindora enrichment refreshed

    Apr 22, 2026

    Public-records sweep completed; capacity and readiness signals re-scored.

    Kindora system event

  2. Made a $25K gift

    Dec 12, 2025

    Annual major gift + quarterly mid-level.

    Your CRM

  3. Met at the Meridian Conservation Trust gala

    Nov 12, 2025

    Met at the Meridian gala in November. She mentioned wanting to deepen her climate-equity giving in 2026 — flagged for spring outreach.

    Your CRM staff note

Mutual connections

People in your network who already know her — useful for warm-intro followups.

  • Joaquin Delacruz

    Joaquin Delacruz

    Chief Investment Officer · Patrick Bay Realty Trust

    Co-board members at Meridian Conservation Trust

    Source: Your uploaded LinkedIn connections

    HNWI
  • Henrik Lindqvist

    Henrik Lindqvist

    Senior Managing Director · Riverpoint Asset Management

    Worked together at Lantern Capital Group (2012–2017)

    Source: Your uploaded LinkedIn connections

    HNWI

Source: Your uploaded LinkedIn connections — Kindora only maps the relationships you choose to share.

Fictional sample data — any resemblance to real persons is coincidental

Major gifts · Now available

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