👤 Donor Profile
Stage: Solicitation
Name:c/o Larry Bean Martin Family Foundation
Organization:Martin Family Foundation
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Notes from 4/23 call with Larry Bean:
He will Shepard thru process. Put me in direct contact with ED Sean Dupre. Founders are aligned with classical Catholic focus, they will take a look at this. Need to have a tight presentation of information and plan.
Notes from 9/23/23 cold call with CPA Larry Bean:
JO Great CO school
Board reviews 50-60 apps three times a year, 5 of 20
Send in application once capital campaign materials Are done
Contact: Nick / Molly
Phase: Current
Status: Active
Next Steps: Email to Larry Bean with video/budget
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-07-01 | Next Action Complete | Completed: call Larry if nothing from Sean — emailed sean / angela for follow up |
| 2026-06-29 | Next Action Complete | Completed: Pending match, check in with Sean and Larry — left VM for Sean, Larry |
| 2026-06-11 | Next Action Complete | Completed: Connected Sean with Regan Lamothe |
| 2026-05-11 | Phone Call | Introduction call with Sean Dupre - Executive Director
His feedback was that he |
| 2026-05-08 | Next Action Complete | Completed: Talked to Nic C |
| 2026-05-04 | Next Action Complete | Completed: if no call back from Sean, text |
| 2026-04-30 | Next Action Complete | Completed: Make cold call |
| 2026-04-30 | Next Action Complete | Completed: Draft and submit LOI |
| 2026-04-30 | Next Action Complete | Completed: send Sean Dupre LOI and call Sean; follow up with Larry |
| 2026-04-23 | Next Action Complete | Completed: Make cold call |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$400,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items