👤 Donor Profile
Stage: Not Qualified
Name:Rosswood Foundation c/o Alex Ross
Organization:Rosswood Foundation
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:Medium
Assigned To:Nick
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: 6/26 - Interested in increasing support for teaching fellowship but not getting involved with the campaign at this time.
5/26 - Not interested in bond proposal. Still interested in teaching fellowship. Potential grant towards campaign.
5/20: Alex will explore the investment idea with Bernie who's the CPA on the foundation board. Need to get him follow up with the one pager.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-26 | Next Action Complete | Completed: Send follow-up email with one-pager |
| 2026-05-21 | Next Action Complete | Completed: Talked to Alex - see more in Notes |
| 2026-05-20 | Next Action Complete | Completed: Call about bond / PRI possibility — Emailed |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$0 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items