| Due | Action | ||
|---|---|---|---|
| 2026-09-23 | Greg invited us to CIC gala; G and Charmaine plan to attend Summit gala |
| Date | Kind | What | Notes | Counts toward | |
|---|---|---|---|---|---|
| 2026-09-29 | Activity | Phone Call (from next action) | Completed: gala reminders | โ | Edit |
| 2026-09-16 | Activity | In-Person Meeting (from next action) | Completed: Solicitation meeting w/ JM, NM | โ | Edit |
| 2026-09-16 | Stage | Stage: Pledge / Committed โ Solicitation | |||
| 2026-09-16 | Stage | Stage: Solicitation โ Pledge / Committed | |||
| 2026-09-16 | Pledge | Pledge recorded: $25,000 over 1 yr โ General Campaign | Un-solicited; brought as first check to meeting. "See how we do with it." | ||
| 2026-09-14 | Activity | In-Person Meeting | Greg brought 25k check as first investment. Briefly discussed naming opportunity, but Greg mainly wants to see where this goes and whether we can break ground quickly.
Reviewed campaign website and was inspired to write the check to then see what we will do with it. Substantive conversation around Catholic ed in the region. Feedback is that if we build this, people will come. Really drawn to the campus plan and architecture. Specifically, in giving, look for success in terms of alumni outcomes (schools notably) and infrastructure, so do you have the people and capacity. Specific examples cited are teacher pay and teacher competence. Lots of overlap between Greg's networks and Nick's networks. Should follow up eventually with specific alumni and faculty stats, including payscale vs county. In terms of long term, the initial read that their grandkids could go here may not be right. Daughter pulled kids out of St Pat's and is homeschooling. Likely will move to FL with their other daughter who is getting married end of Sept 2026. Potentially could stay if excellent options, but seems likely they will all end up in FL, or at least the kids will. | โ | Edit |
| 2026-09-11 | Activity | In-Person Meeting (from next action) | Completed: prep review - JM/NM | โ | Edit |
| 2026-09-10 | Activity | Other Task (from next action) | Completed: Nick/Malcolms to prep โ done | โ | Edit |
| 2026-09-03 | Activity | Phone Call (from next action) | Completed: Invite to Malcolm's home; include Nick โ this is done | โ | Edit |
| 2026-09-03 | Stage | Stage: Cultivation โ Solicitation | |||
| 2026-09-02 | Activity | Phone Call (from next action) | Completed: Talked with Charmaine | โ | Edit |
| 2026-09-02 | Activity | Other Task (from next action) | Completed: check in with JM's text thread - Greg and Charmaine | โ | Edit |
| 2026-08-18 | Activity | Other Task (from next action) | Completed: JM to text - they want new meeting; follow up โ group-text to Greg and Charmaine | โ | Edit |
| 2026-08-12 | Activity | Other Task (from next action) | Completed: phone call or text โย follow up to get meeting scheduled | โ | Edit |
| 2026-07-29 | Activity | Email / Correspondence (from next action) | Completed: I will ask for a meeting at their place in Deltaville before school starts. โ done | โ | Edit |
| 2026-07-20 | Activity | Virtual Meeting | Call with Greg and Charmaine. First resumed contact in a few years. Muellers living in a few different places (FL, Deltaville, VA). Greg wrapping up his last year with K St. work. Will be working with Rubio. Curious to hear about the last two years. Questions: is The Summit viable? What happened to the Loobys? Believes there is a need for our work. Curious about Knights of Columbus (reduced his presence there when Vomund was GK - glad Randy James is in). There daughter is homeschooling her 4 boys (not a fan of St. Pat's ... Charmaine even observed and was underwhelmed). They are going to review campaign page. | โ | Edit |
| 2026-06-17 | Activity | Phone Call (from next action) | Completed: JM to follow up to meeting invite โ missed call - 6.16 | โ | Edit |
| 2026-06-15 | Activity | Other Task (from next action) | Completed: follow up for meeting schedule โ texted JM last Sunday; JM to call today | โ | Edit |
| 2026-06-11 | Activity | Other Task (from next action) | Completed: check back with Julian about scheduling visit | โ | Edit |
| 2026-05-26 | Activity | Other Task (from next action) | Completed: JM in scheudled for home visit | โ | Edit |
| 2026-05-26 | Stage | Stage: Qualification โ Cultivation | |||
| 2026-05-21 | Activity | Other Task (from next action) | Completed: call Dean for introduction | โ | Edit |