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The Summit Academy
Gloria Dei Est Homo Vivens
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Jamee Rodgers
Date *
Activity Type *
In-Person Meeting
Virtual Meeting
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Email / Correspondence
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Planned — not completed
Counts Toward Weekly Goal
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New Prospect Meeting
Cultivation Action
Stewardship Action
$100K+ Solicitation
Notes / Summary
Meeting with Jamee and Scott Holdman. Scott pitched impact investing and will follow up with various resources for Jamee to support his proposal to the organization's board. The organization is undergoing a large strategic planning process that should be done by the end of the year and impact investing is one of Jamee's priorities. What it looks like for the Summit is continued cultivation and possible financing for phase 2. Of the $70 million they manage, only 7 to 8 of it is part of their general fund. The rest are a part of DAFs. That means there is $60+ million in DAFs sitting in Fredericksburg and getting to know each of those fund holders is a priority to start now for future phases.
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