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Donor Briefing
Select a donor to generate a one-screen meeting briefing. Every point is drawn from the records on file, and the record is shown beside it.
Donor since 2017 · Stewarded by Development Director
Meeting briefing — Rosa Almeida
Built only from the records listed on the right. Nothing about family, health, or personal circumstances is inferred.
Profile
Donor since 2017, stewarded by the Development Director.
Declines recognition: no naming, no individual listing in the annual report.
Giving trend
| Year | Amount | Designation |
|---|---|---|
| 2022 | $7,500 | Annual campaign |
| 2023 | $10,000 | Annual campaign |
| 2024 | $12,500 | Annual campaign |
| 2025 | $18,000 | Annual campaign + seniors transportation |
2022 to 2025: $7,500 → $18,000 (+140%).
Recent engagement
Attended both 2025 donor events and purchased a table of eight at the October dinner.
Volunteered two meal-packing shifts, eight hours total, at Northside Seniors Alliance.
Relevant interests
Seniors isolation and accessible transportation are her stated priorities.
Explicitly interested in support that outlasts a single grant year.
Suggested talking points
Giving has grown every year since 2022, from $7,500 to $18,000, a 140% increase over four years.
Her 2025 gift was the first to designate seniors transportation specifically, matching the question she raised in September.
Her volunteer shifts are with the same agency her designated gift supports, so a site update is directly relevant.
Avoid recognition offers; lead with impact reporting instead.
Two questions to ask
You asked in September whether transportation can be funded on its own — would a three-year transportation commitment be the right shape for you?
What would you want to see in a year-end report to know the transportation funding was working?
Source records
Click a reference in the briefing to open the record it came from.