👤 Donor Profile
Stage: Qualification
Name:Alan Holmer
Organization:—
Email:—
Phone:McLean
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$500,000
Rec. Ask:$400,000
Projected Ask:$250,000
Prior Pledges:None
Notes: McLean. Donors to DoA Catholic Charities (recognized at Gala), frequently seen at Saint Patricks daily mass (not sure why they are in fxbg), Alan (Princeton Alum, made money in Pharmaceuticals as pres./CEO of PhRMA, US envoy to China) connected with Catholic International University and Joan is prof. emerita of Renaissance lit at Georgetown.
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-09-11 | Other Task | Completed: need to ask for connection thru Ron L or other daily mass-goers |
🎯 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