| Due | Action | ||
|---|---|---|---|
| 2026-05-06 | schedule trip to walk thru opportunity |
| Date | Type | Method | Notes |
|---|---|---|---|
| 2026-04-29 | Next Action Complete | โ | Completed: post Easter call; VM and follow up email 3/30 |
| 2026-04-29 | Virtual Meeting | 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. |
| 2026-04-29 | Phone Call | Phone | 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. |
| 2025-11-06 | In-Person Meeting | In-Person | Meeting logged โ Group 1 ($250K+) |
| 2025-10-15 | In-Person Meeting | In-Person | Meeting logged โ Group 1 ($250K+) |