👤 Donor Profile
Stage: Cultivation
Name:Joe Wilson
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$2,000,000
Rec. Ask:$1,600,000
Projected Ask:$1,000,000
Prior Pledges:None
Notes: Saw again with Fitzhugh at lunch, June 25 - brief conversation, did not remember Rapp Rotary talk. Learned that he is in office most days/week, Fitz can arrange meeting or Drew. Be straight up; could be interested in helping financing or giving, or not.
Background: Local retired business owner; worth 200M+, very invested in community, major philanthropist ($10m+ to MW Hospital). Cold lead but will attend late May talk at Rotary Club
Group: Group 1 ($250K+)
Next Action: left Bruce VM 3/26
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-09-30 | Other Task | Completed: f/u with Drew - group meeting? |
| 2026-08-17 | Phone Call | Completed: Drew will arrange lunch meeting — their group did not meet this month |
| 2026-07-09 | Phone Call | Completed: call Drew to arrange meeting; text fitz if no response |
| 2026-07-08 | Other Task | Completed: check w/ Drew, then Fitz about meeting — call Drew today |
| 2026-06-25 | Phone Call | Completed: Call Drew to discuss meeting with Joe |
| 2026-05-21 | In-Person Meeting | Completed: left Bruce VM 3/26 |
| 2026-05-21 | Phone Call | Completed: Call Drew to discuss meeting with Joe — Completed 5/20 |
| 2026-05-21 | In-Person Meeting | Completed: Rotary club presentation — Completed 5/20 |
| 2026-05-18 | Phone Call | Completed: Call Drew to follow up |
| 2026-05-11 | Email / Correspondence | Completed: Set up meeting through Drew — Contacted on Monday |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$1,600,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items