👤 Donor Profile
Stage: Qualification
Name: Bradley Foundation
Organization:Bradley 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: Contact: Nick - Jim Barry
Requirements: Likely BOD; OCD Listing
Phase: Later
Status: Future
Notes: 7-figures towards institute
Next Steps: Once construction progress, connect with Jim Barry
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-09-16 | Other Task | Completed: LOI draft and submission |
| 2026-09-11 | Other Task | Completed: follow up Rick, call RObbie |
| 2026-05-21 | Email / Correspondence | Completed: Send follow-up email with one-pager |
| 2026-05-20 | Phone Call | Completed: Call Jim Barry about bond / PRI possibility — Left VM |
🎯 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