Look Book de prospectos
Top 6 Prospects, Q2 2026
Sample Nonprofit, Inc. · 6 prospectos · April 26, 2026
Resumen ejecutivo
Análisis de prospectos principales para Sample Nonprofit, Inc.
Puntaje promedio de prospectos
88
Entre los 6 principales
Valor agregado de propiedades
$27.4M
Estimaciones de registros públicos
Listos para solicitar
3 of 6
Disponibles para solicitud ahora
Distribución geográfica
4 ciudades
En todo Estados Unidos
Donaciones combinadas en OpenFEC para este grupo: $121K — un indicador útil de capacidad político-filantrópica.
Las cifras de capacidad sintetizan señales disponibles públicamente: OpenFEC, registros públicos de propiedades, menciones en noticias y conexiones que tú mismo cargas desde tu exportación de LinkedIn.
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.
Desglose de puntaje
Compuesto
96
Capacidad
84
Senior Advisor at Briarstone Foundation with strong personal giving record + Capitol Hill row house. Major-tier capacity confirmed across multiple signals.
Afinidad
92
Catherine's foundation portfolio overlaps directly with our program areas. She has personally championed similar orgs in the past.
Accesibilidad
88
Direct relationship via Sandra. Catherine returns calls within 48 hours.
Vía de contacto
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.
Enfoque de introducción
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.
Secuencia de cultivo sugerida
- 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
En persona·Within 4 weeks·ED + Sandra - 4
Make the ask in the meeting — $75K-$150K, 3-year commitment
En persona·Within 4 weeks·ED
Puntos de conversación
- 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.
Factores de riesgo
- 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.
Desglose de puntaje
Compuesto
94
Capacidad
96
Pacific Heights residence at $8.4M, 25-year private-equity track record, $48K total OpenFEC giving across 5 cycles. Capacity is documented at the high-net-worth tier.
Afinidad
88
Climate-aligned infrastructure is her primary investment thesis and she has board roles at two conservation nonprofits. Strong mission overlap.
Accesibilidad
78
Reachable through both Margaret's professional network and our board chair's personal relationship. Replies same-day to warm intros.
Vía de contacto
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.
Enfoque de introducción
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.
Secuencia de cultivo sugerida
- 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)
En persona·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
En persona·6-10 weeks out·ED + Program Director - 5
Make the ask in person, $50K-$150K range, multi-year option
En persona·Q3 2026·ED
Puntos de conversación
- 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.
Factores de riesgo
- 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.
Desglose de puntaje
Compuesto
87
Capacidad
88
Hartwell Family Office Principal with $6.2M Boston residence and quiet but consistent FEC giving. Family-office capacity is well-documented; personal capacity is mid-to-high.
Afinidad
82
Hartwell Family Office's published giving themes overlap meaningfully with our program areas (climate + workforce). Quiet Power Connector archetype.
Accesibilidad
64
Family office gatekeeper screens requests. Best access is via a known peer board member.
Vía de contacto
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.
Enfoque de introducción
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.
Secuencia de cultivo sugerida
- 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
En persona·Q2-Q3 2026·Tom + ED - 3
Follow-up coffee 1-on-1 with ED
En persona·Within 4 weeks of salon·ED - 4
Ask in person for a multi-year commitment in the $75K-$200K range
En persona·Q4 2026·ED
Puntos de conversación
- 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.
Factores de riesgo
- 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.
Desglose de puntaje
Compuesto
86
Capacidad
89
CIO at Patrick Bay Realty; HNWI capacity confirmed by Brentwood property + multi-cycle FEC giving. Real-estate giving patterns suggest LA-specific focus.
Afinidad
71
Bipartisan giving + LA-focused. Best fit is a Los Angeles regional initiative; less aligned with national-level work.
Accesibilidad
58
Margaret can name-drop but not personally introduce. ED would be cold-warm reaching out.
Vía de contacto
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.
Enfoque de introducción
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.
Secuencia de cultivo sugerida
- 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
Teléfono·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
Teléfono·Q3-Q4 2026·ED
Puntos de conversación
- Pitch must be LA-specific or it won't land.
- Emphasize coastal-resilience programming for the strongest emotional pull.
Factores de riesgo
- 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. Donates politically across two states.
Desglose de puntaje
Compuesto
84
Capacidad
87
Senior Managing Director at Riverpoint, $4.9M Russian Hill condo + Aspen secondary residence, $31K bipartisan FEC giving. HNWI capacity is well-documented.
Afinidad
73
Bipartisan giving + outcomes orientation. Good fit for evidence-driven program pitches; less aligned with values-driven storytelling.
Accesibilidad
72
Margaret can introduce. Henrik returns most warm intros within a week.
Vía de contacto
Henrik wants results, not narrative. His bipartisan giving suggests he prefers efficacy over ideological alignment. Cost-per-outcome framings convert well.
Enfoque de introducción
Frame the work in efficacy / cost-per-outcome terms; mention his bipartisan giving suggests he wants results, not narrative. Avoid ideologically loaded language. Margaret introduces, ED follows with a metrics brief.
Secuencia de cultivo sugerida
- 1
Margaret email intro to Henrik
Email·Within 2 weeks·Margaret Holloway-Chen - 2
30-min Zoom — present cost-per-outcome data + program model
Teléfono·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
En persona·Q3 2026·ED
Puntos de conversación
- Lead with efficiency metrics. He'll ask for them anyway.
- Avoid partisan framing — his FEC trail is bipartisan.
Factores de riesgo
- 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.
Desglose de puntaje
Compuesto
78
Capacidad
41
Program Officer at Briarstone Foundation. Mid-tier personal capacity but strategic value is much higher — she influences foundation grant decisions in our space.
Afinidad
95
She runs the education program area we are aligned with. Affinity is the highest in this cohort.
Accesibilidad
82
Indirect access via Catherine + Sandra. Briarstone has formal grant cycles — her access matters more for institutional grant timing than personal giving.
Vía de contacto
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.
Enfoque de introducción
Lead with program alignment. Imani influences which orgs Briarstone invites to apply. The 'ask' here is grant pipeline access, not personal giving.
Secuencia de cultivo sugerida
- 1
Sandra introduces ED to Imani at the next Briarstone event
En persona·Q2 2026·Sandra Liu - 2
Schedule a program-focused 30-min meeting
Teléfono·Within 4 weeks·ED + Program Director - 3
Invite to a program site visit
En persona·Q3 2026·Program Director - 4
Position for the next Briarstone education grant cycle
Email·Q4 2026·Grants Manager
Puntos de conversación
- She's a force multiplier. Treat her as a partner, not a target.
- Public recognition of her advisory role matters more than ask size.
Factores de riesgo
- Conflict-of-interest considerations — Briarstone has restricted gifts policies
Fictional sample data — any resemblance to real persons is coincidental
Datos de muestra ficticios — cada persona en esta página es un compuesto modelado a partir de arquetipos reales. Cualquier parecido con personas reales es coincidencia.
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