| 2026-10-07 | Salvi, Esq, Albert Qualification | Other Task | Completed: check in for phone call | |
| 2026-10-07 | McDaniel, Charles Identification | Other Task | Completed: f/u with Tim Welsh regarding sponsorship table and invites | |
| 2026-10-07 | Welsh, Tim Pledge / Committed | In-Person Meeting | Completed: re: gala and financing | |
| 2026-10-07 | Vance, Ronald Qualification | Email / Correspondence | Completed: to request meeting โ done | |
| 2026-10-07 | Vance, Ronald Qualification | Other Task | Completed: research to find contact info - reach out for meeting | |
| 2026-10-07 | Dahl, Howard Declined | Email / Correspondence | Completed: follow up regarding matching pledge / contacts | |
| 2026-10-07 | Schierer, Ann Cultivation | In-Person Meeting | Completed: If no match, follow up through Chris Vomund โ to invite to gala | |
| 2026-10-07 | Malcolm Family, Cultivation | Other Task | Completed: Discuss timing of meetings with the family. | |
| 2026-10-07 | Davis, Bruce Solicitation | Phone Call | Completed: f/u - gala and mtg request โ invited others | |
| 2026-10-07 | Robson, Ron & Luke Solicitation | Virtual Meeting | We did update since July. Their push informed research into regional economic pl | |
| 2026-10-05 | Riley, Jon Pledge / Committed | Phone Call | Completed: stewardship phone call | |
| 2026-10-01 | Davis, Bruce Solicitation | Phone Call | Completed: gala invitation and mtg request โ done | |
| 2026-10-01 | Davis, Bruce Solicitation | Other Task | Completed: text for meeting follow up | |
| 2026-09-30 | Salvi, Esq, Albert Qualification | Phone Call | Completed: check back in with status after financing | |
| 2026-09-30 | Sellier, Victor Identification | Phone Call | Completed: left VM | |
| 2026-09-30 | Harrison, Allen Solicitation | Phone Call | Completed: follow up on gift expansion and gala | |
| 2026-09-30 | Powell, Jim Cultivation | Phone Call | Completed: Assess for next steps | |
| 2026-09-30 | The Michael & Victoria Wallace Family Foundation, Identification | Other Task | Completed: Draft LOI โ sent | |
| 2026-09-30 | Connors, Timothy Qualification | Phone Call | Completed: f/u with phone call โ done - no response | |
| 2026-09-30 | Wilson, Joe Cultivation | Other Task | Completed: f/u with Drew - group meeting? | |
| 2026-09-30 | Asbell, Bill Pledge / Committed | Virtual Meeting | Completed: discussion of pledge status, financing | |
| 2026-09-30 | Riggins, Ron Cultivation | In-Person Meeting | Completed: w/ JM, NM | |
| 2026-09-29 | Mueller, Greg Solicitation | Phone Call | Completed: gala reminders | |
| 2026-09-28 | Harrison, Allen Solicitation | Phone Call | Completed: f/u regarding gala table, send land info | |
| 2026-09-18 | Harrison, Allen Solicitation | In-Person Meeting | Discussed gala table and St Pat's contacts, longer term expanded pledge, an | |
| 2026-09-18 | Hughes, Travis Pledge / Committed | Phone Call | Completed: interaction based on prior solitication | |
| 2026-09-17 | Hughes, Travis Pledge / Committed | Phone Call | Completed: follow up again for solicitation discussion | |