Capital Campaign
The Summit Academy
Gloria Dei Est Homo Vivens
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Regan LaMothe
Date *
Activity Type *
In-Person Meeting
Virtual Meeting
Phone Call
Site Visit
Email / Correspondence
Letter / Card
Event
Other Task
Status
Completed — it happened
Planned — not completed
Counts Toward Weekly Goal
— None / not tracked —
New Prospect Meeting
Cultivation Action
Stewardship Action
$100K+ Solicitation
Notes / Summary
Possible visit in the fall with daughter and siblings who are on the foundation board. Next grant cycle is February, so the timing for a proposal may align well. They are moving into a more active phase and will likely be a hands-on donor. They really appreciate regular communications and updates.
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