👤 Donor Profile
Stage: Qualification
Name:Abbey Group
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$0
Rec. Ask:$0
Projected Ask:$0
Prior Pledges:None
Notes: Background: St. Michael's Abbey raised $120M from 27 anonymous $1M+ donors through personal relationships. 30% from outside diocese of Orange. Paul Musco lead donor. Abbey Group exists to replicate success of campaign at a rate of 7/81 projects engaged.
Group: Group 1 ($250K+)
Next Action: meeting with Fr Ramos
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-04-08 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
| 2026-03-18 | In-Person Meeting | Meeting logged — Group 1 ($250K+) |
🎯 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