👤 Donor Profile
Stage: Qualification
Name:Enrique & Alejandra Segura
Organization:—
Email:—
Phone:—
Address:836 Mackall Ave
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$1,000,000
Rec. Ask:$800,000
Projected Ask:$1,000,000
Prior Pledges:None
Notes: Group: Group 1 ($250K+)
Next Action: Felipe follow up after Easter; Nick emailed Felipe (Foundation CEO) 3/27 to request meeting
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-04-08 | Next Action Complete | Completed: email follow up to Felipe |
| 2026-04-08 | Next Action Complete | Completed: Felipe follow up after Easter; Nick emailed Felipe (Foundation CEO) 3 |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$800,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items