👤 Donor Profile
Stage: Identification
Name:Sandra Andreas McMurtrie
Organization:—
Email:bmcmurtrie@materdeischool.net
Phone:240-271-6038
Address:—
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$100,000
Rec. Ask:$80,000
Projected Ask:$100,000
Prior Pledges:None
Notes: Group: Group 2 ($100K)
Next Action: wrong email; make cold call
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-08 | Next Action Complete | Completed: Make cold call — left VM; home phone is home phone |
| 2026-05-08 | Next Action Complete | Completed: call foundation |
🎯 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