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Prepare an approach describing how you would solicit that donor, based on the information below: Donor: Sam Lambert Age: 62 years old/married. Occupation: Retired Business

Prepare an approach describing how you would solicit that donor, based on the information below:

Donor: Sam Lambert

Age: 62 years old/married.

Occupation: Retired Business Owner

Past giving: gave $100 in 1973 and now gives $5,000 per year.

Past Cultivation: Sent regular annual giving mailings each year. Met the CEO at the annual gala dinner each year for the past few years (but not this past year).

Interest: Attends concerts with his wife as a season ticket holder. Recently sent in a reply card to a planned giving mailing asking for a general brochure on the subject.

Capacity: Unknown. But assumed based on annual gifts to be at least $100,000 potential for upcoming capital campaign.

Personality: Very laid back on the outside, yet very capable in a business setting.

Organization: Metropolis Symphony Orchestra; Raising money for the capital campaign to renovate Symphony Center and create several endowment funds.

Task: Solicit for the capital campaign.

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