👤 Donor Profile
Stage: Qualification
Name:Pete Doran
Organization:—
Email:peterdoran@gmail.com
Phone:(202) 468-6822
Address:—
Connection:Community
Priority:Medium
Assigned To:Nick
Giving Capacity:$25,000
Rec. Ask:$20,000
Projected Ask:$25,000
Prior Pledges:None
Notes: Group: Group 3 ($25K–$50K)
Next Action: emailed - follow up 2/26
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| No activities logged yet. |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$20,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items