| 2026-08-06 | Activity | Other Task (from next action) | Completed: mail Peter / alumni thank you note for leadership gifts | β | Edit |
| 2026-05-26 | Activity | Email / Correspondence (from next action) | Completed: Sent commencement invite | β | Edit |
| 2026-05-08 | Event | Fredericksburg Community Event β Confirmed | | | |
| 2026-04-17 | Activity | In-Person Meeting Planned β not completed | | β | Edit |
| 2026-04-14 | Activity | In-Person Meeting (from next action) | Completed: follow up to set next meeting re: asset transfers, David Case, KoC chapters | β | Edit |
| 2026-04-13 | Stage | Stage: Identification β Pledge / Committed | | | |
| 2026-04-13 | Pledge | Pledge recorded: $100,000 over 3 yr β General Campaign | Naming opportunity for classroom βΒ either him, or his mother. Wants to establish family legacy in support of Summit. | | |