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Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
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๐Ÿงน Activity Review

Housekeeping for the activity log. Tagging an activity makes it count toward the weekly Actions goals.

Planned but never completed 16
DateDonorTypeNotes
2026-09-18Harrison, AllenIn-Person MeetingMass, plus coffee after - update on progress, explore potential increase Allen mentioned lResolve
2026-06-10Robson, Ron & LukeVirtual MeetingTo provide Ron with overview of school, project, status, and topics (long-term grant, bondResolve
2026-05-22Matt Bush, M&T FoundationIn-Person MeetingResolve
2026-05-20Kent, JoshIn-Person MeetingResolve
2026-05-19Welsh, TimIn-Person MeetingResolve
2026-05-08LaMothe, ReganVirtual MeetingResolve
2026-05-05Home Run Inn Foundation, c/o CostellosPhone CallResolve
2026-04-29Johnson, LizVirtual MeetingResolve
2026-04-29Johnson, LizPhone CallResolve
2026-04-28ColonCastro, LuisIn-Person MeetingResolve
2026-04-23Gillingham, ToddIn-Person MeetingLunch meeting 12:30pm at Foode.Resolve
2026-04-20LaMothe, ReganVirtual MeetingResolve
2026-04-17Gelsinger, PatIn-Person MeetingPrep for AI based discussion. In person with Rich regarding Pat / ways to approach.Resolve
2026-04-17Lisk, RonIn-Person MeetingResolve
2026-04-16LaMothe, ReganVirtual MeetingResolve
2026-04-15Dobbins, NateIn-Person MeetingResolve
Untagged since 2026-09-17 27
DateDonorTypeNotesCounts toward
2026-10-07Salvi, Esq, Albert QualificationOther TaskCompleted: check in for phone call
2026-10-07McDaniel, Charles IdentificationOther TaskCompleted: f/u with Tim Welsh regarding sponsorship table and invites
2026-10-07Welsh, Tim Pledge / CommittedIn-Person MeetingCompleted: re: gala and financing
2026-10-07Vance, Ronald QualificationEmail / CorrespondenceCompleted: to request meeting โ€” done
2026-10-07Vance, Ronald QualificationOther TaskCompleted: research to find contact info - reach out for meeting
2026-10-07Dahl, Howard DeclinedEmail / CorrespondenceCompleted: follow up regarding matching pledge / contacts
2026-10-07Schierer, Ann CultivationIn-Person MeetingCompleted: If no match, follow up through Chris Vomund โ€” to invite to gala
2026-10-07Malcolm Family, CultivationOther TaskCompleted: Discuss timing of meetings with the family.
2026-10-07Davis, Bruce SolicitationPhone CallCompleted: f/u - gala and mtg request โ€” invited others
2026-10-07Robson, Ron & Luke SolicitationVirtual MeetingWe did update since July. Their push informed research into regional economic pl
2026-10-05Riley, Jon Pledge / CommittedPhone CallCompleted: stewardship phone call
2026-10-01Davis, Bruce SolicitationPhone CallCompleted: gala invitation and mtg request โ€” done
2026-10-01Davis, Bruce SolicitationOther TaskCompleted: text for meeting follow up
2026-09-30Salvi, Esq, Albert QualificationPhone CallCompleted: check back in with status after financing
2026-09-30Sellier, Victor IdentificationPhone CallCompleted: left VM
2026-09-30Harrison, Allen SolicitationPhone CallCompleted: follow up on gift expansion and gala
2026-09-30Powell, Jim CultivationPhone CallCompleted: Assess for next steps
2026-09-30The Michael & Victoria Wallace Family Foundation, IdentificationOther TaskCompleted: Draft LOI โ€” sent
2026-09-30Connors, Timothy QualificationPhone CallCompleted: f/u with phone call โ€” done - no response
2026-09-30Wilson, Joe CultivationOther TaskCompleted: f/u with Drew - group meeting?
2026-09-30Asbell, Bill Pledge / CommittedVirtual MeetingCompleted: discussion of pledge status, financing
2026-09-30Riggins, Ron CultivationIn-Person MeetingCompleted: w/ JM, NM
2026-09-29Mueller, Greg SolicitationPhone CallCompleted: gala reminders
2026-09-28Harrison, Allen SolicitationPhone CallCompleted: f/u regarding gala table, send land info
2026-09-18Harrison, Allen SolicitationIn-Person MeetingDiscussed gala table and St Pat's contacts, longer term expanded pledge, an
2026-09-18Hughes, Travis Pledge / CommittedPhone CallCompleted: interaction based on prior solitication
2026-09-17Hughes, Travis Pledge / CommittedPhone CallCompleted: follow up again for solicitation discussion