| 2026-07-29 | Stage | Stage: Solicitation โ Declined | | | |
| 2026-04-29 | Activity | Phone Call | Open to visit, open to limited proposal - focus on Common Sense Academy. Wants NM to connect with his daughter (working on school choice). Daughter lives part of the year in Falmouth, ME. | โ | Edit |
| 2026-04-29 | Activity | Virtual Meeting via Phone | 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. | โ | Edit |
| 2026-04-29 | Activity | In-Person Meeting (from next action) | Completed: post Easter call; VM and follow up email 3/30 | โ | Edit |
| 2025-11-06 | Activity | In-Person Meeting | Meeting logged โ Group 1 ($250K+) | โ | Edit |
| 2025-10-15 | Activity | In-Person Meeting | Meeting logged โ Group 1 ($250K+) | โ | Edit |