👤 Donor Profile
Stage: Qualification
Name:M&T Foundation Matt Bush
Organization:M&T Foundation
Email:—
Phone:—
Address:—
Connection:Foundation
Priority:Medium
Assigned To:Nick
Giving Capacity:$250,000
Rec. Ask:$200,000
Projected Ask:$249,999
Prior Pledges:None
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-28 | Next Action Complete | Completed: Phone call |
| 2026-05-28 | Next Action Complete | Completed: Call Matt — checked in - VM |
| 2026-05-22 | In-Person Meeting | |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$200,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items