👤 Donor Profile
Stage: Qualification
Name:Mark Doherty
Organization:—
Email:—
Phone:—
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Background: Highly appreciated tech stocks; Local Catholic philanthropists; lead donors to St. Patrick church campaign; knows Julian a little bit; used to fund our CPA work
Group: Group 2 ($100K)
Next Action: follow up call after Easter; respond to May event email requesting meeting - 3/31
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-05 | Next Action Complete | Completed: call for final follow up request in this round of outreach |
| 2026-05-05 | Next Action Complete | Completed: Left VM |
| 2026-04-16 | Next Action Complete | Completed: follow up email again for meeting request |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$80,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items