Capital Campaign
The Summit Academy
Gloria Dei Est Homo Vivens
โ Add Donor
๐ Dashboard
๐ฅ Donors
โ Add Donor
๐ Log Activity
๐ค Record Pledge
๐ Volunteers
๐ซ Families
๐๏ธ Events
๐ Reports
๐ Collateral
๐ Notifications
๐ Audit Log
โ๏ธ Edit Activity
Gene Zurlo
Date *
Activity Type *
In-Person Meeting
Virtual Meeting
Phone Call
Site Visit
Email / Correspondence
Letter / Card
Event
Other Task
Status
Completed โ it happened
Planned โ not completed
Counts Toward Weekly Goal
โ None / not tracked โ
New Prospect Meeting
Cultivation Action
Stewardship Action
$100K+ Solicitation
Notes / Summary
Has made several significant gifts recently. Put me in touch with daughter who is heading up Palmetto Institute board. Open to follow up meeting in Charleston.
๐พ Save Changes
Cancel
๐ Delete this activity