Major Donor Briefing Note From Your CRM Notes

Act as a prospect researcher preparing a briefing for a fundraiser before a meeting with a supporter.

Our own records about this person (giving history, event attendance, volunteering, past conversations): {{DONOR_RECORDS}}
Public information I have already checked and am comfortable using: {{VERIFIED_PUBLIC_INFO}}
Purpose of the meeting: {{MEETING_PURPOSE}}

Write a one-page briefing:
1. Relationship summary: how long, how involved, and the last three touchpoints, taken from the records.
2. What we can reasonably infer about their interests, labeled "recorded fact" or "inference", with the reason for each inference.
3. Sensitive points to avoid or handle with care (for example anything the records show about bereavement, complaints or privacy requests).
4. Three conversation starters rooted in the records, not in guesses about wealth.
5. Gaps: what we do not know and should ask rather than assume.
6. A suggested next step after the meeting.

Rules: do not estimate wealth, capacity or likelihood to give. Do not search for or add information beyond what I pasted. Do not include sensitive personal data that is not needed. Remind me to confirm that our privacy notice covers how we research and record supporters.
Output: the briefing with headed sections, no more than 400 words.