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Ron & Luke Robson Solicitation

Sts Juliana And Philaret Foundation  ยท  Foundation  ยท  Priority: High  ยท  Capacity: $2,000,000
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Activity History + Log
DateTypeMethodNotes
2026-07-07Next Action Completeโ€”Completed: Update Scott on campaign progress
2026-07-07Next Action Completeโ€”Completed: Follow up with Robson regarding investment profile of Fredericksburg region โ€” done
2026-06-11Next Action Completeโ€”Completed: w/ Ron and Scott โ€” Serious interest in financing contingent on campaign progress possibly phase 1 or phase 2
2026-06-10Next Action Completeโ€”Completed: w/ CFRRR to discuss fundraising and financing โ€” Scott and Jamee discussed impact investing from CFRRR; connection for those two to contine discussion but CFRRR not doing so yet. We can be test case in future.
2026-06-10Virtual MeetingVideo CallTo provide Ron with overview of school, project, status, and topics (long-term grant, bond)
2026-05-28Next Action Completeโ€”Completed: send advisor update on interest
2026-05-21Next Action Completeโ€”Completed: meet w/ advisor regarding bond
2026-05-15Next Action Completeโ€”Completed: Email Luke to follow up
2026-05-15Next Action Completeโ€”Completed: Follow up regarding proposal
2026-05-08Next Action Completeโ€”Completed: email regarding proposal interest
2026-05-08Next Action Completeโ€”Completed: Phone call โ€” Luke invited proposal - follow up next week
2026-05-04Next Action Completeโ€”Completed: luke connections
2026-04-30Virtual MeetingPhoneCall with Luke regarding foundation priorities and open to giving?
2026-04-28Next Action Completeโ€”Completed: email Luke w/ update about Fargo trip, ask for introduction
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Scott Holdman Email.pdf
Correspondence  ยท  126.8 KB  ยท  Regional Economics  ยท  2026-06-24