👤 Donor Profile
Stage: Identification
Name:Tom Carroll
Organization:—
Email:thomas_carroll@catholictalentproject.org
Phone:(617) 735-6850
Address:—
Connection:Other
Priority:High
Assigned To:Matt
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: 06/18
- Matt spoke with Tom on the phone. He didn't have any immediate connections to share, but is happy to be a bridge if we find someone that he happens to know. Further notes in Google doc
Warm connection thru Matt; value is in network
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-06-18 | Next Action Complete | Completed: Follow up with Tom after he returns from Montenegro to schedule phone |
| 2026-06-18 | Next Action Complete | Completed: Speak on the phone — see notes |
| 2026-06-11 | Next Action Complete | Completed: Matt to reach out for network / advice about campaign |
🎯 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