👤 Donor Profile
Stage: Identification
Name:Joe Falcao
Organization:Bose
Email:jfalcao103@gmail.com
Phone:—
Address:—
Connection:Other
Priority:High
Assigned To:Matt
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Former Lumen Verum board member
CFO at Bose
Great advice for teachers transitioning out of Lumen Verum
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-06-18 | Next Action Complete | Completed: Reach out to request phone meeting |
🎯 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