👤 Donor Profile
Stage: Solicitation
Name:Gene Zurlo
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$500,000
Prior Pledges:None
Notes: Group: Group 1 ($250K+)
Next Action: post Easter call; VM and follow up email 3/30
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-04-29 | Next Action Complete | Completed: post Easter call; VM and follow up email 3/30 |
| 2026-04-29 | Virtual Meeting | Has made several significant gifts recently. Put me in touch with daughter who i |
| 2026-04-29 | Phone Call | Open to visit, open to limited proposal - focus on Common Sense Academy. Wants N |
| 2025-11-06 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
| 2025-10-15 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
🎯 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