👤 Donor Profile
Stage: Qualification
Name:Jim Powell
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: Local furniture store owner; St Matthew parishioner, very aligned (Catholic, not necessarily classical), will be selling his store and property within the next year or two.
Group: Group 2 ($100K)
Next Action: Jim response 3/30 - Nick , hope you are doing well, Nick unfortunately I am really busy now and will have to get back to you at a later date
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| No activities logged yet. |
🎯 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