👤 Donor Profile
Stage: Qualification
Name:Trae Stephens
Organization:Anduril
Email:—
Phone:—
Address:2980 California St
Connection:Community
Priority:High
Assigned To:Nick
Giving Capacity:$2,000,000
Rec. Ask:$1,600,000
Projected Ask:$1,500,000
Prior Pledges:None
📋 Cultivation History (Last 10 Activities)
| Date |
Activity |
Notes |
| 2026-06-16 | Next Action Complete | Completed: Call Leia — left VM; go back w Match |
| 2026-05-26 | Next Action Complete | Completed: Amy S says maybe not now |
🎯 Meeting Objectives & Talking Points
Primary Ask:
$1,600,000 toward the Building Our Future Campaign
Key Connection Points & Talking Points:
Anticipated Questions / Concerns:
📝 Prep Notes & Action Items