👤 Donor Profile
Stage: Qualification
Name:Dan Flatley
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: Trustee of major foundation
Group: Group 2 ($100K)
Next Action: Need to call to arrange visit
Texted on May 19: "A grant request from Summit would be in the 50k range for need based scholarships. Is that a reasonable target? That amount would support 10 students’ need based aid. Unlike the tuition free schools, 75% of our operational dollars come from tuition; the other 25% has to be raised, including for need scholarships. And we hold kids accountable to that aid once granted."
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-05-19 | Next Action Complete | Completed: Call about bond / PRI possibility — Not interested but is considering |
🎯 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