Capital Campaign
The Summit Academy
Gloria Dei Est Homo Vivens
| Due | Action | ||
|---|---|---|---|
| No open actions. | |||
| Date | Kind | What | Notes | Counts toward | |
|---|---|---|---|---|---|
| 2026-10-21 | Activity | Phone Call (from next action) | Completed: got Scott feedback on last presentation | Cultivation | Edit |
| 2026-10-07 | Activity | Virtual Meeting | We did update since July. Their push informed research into regional economic players and further deep dive into St. Pat's. Caught up on campaign progress and financing progress, including USDA and NDFCU options. Feedback is yes, pie is always shifting, always need to follow up with people, not together until it's real. That is the role they still want to play, at the very least there is an audience, for the final 1M+ gap that will make this thing come together. Reiterated opportunity and planned to connect next month or December when things are clearer. | — | Edit |
| 2026-08-06 | Activity | Virtual Meeting (from next action) | Completed: Scott to discuss friendly debt | — | Edit |
| 2026-07-07 | Activity | Phone Call (from next action) | Completed: Follow up with Robson regarding investment profile of Fredericksburg region — done | — | Edit |
| 2026-07-07 | Activity | Phone Call (from next action) | Completed: Update Scott on campaign progress | — | Edit |
| 2026-06-11 | Activity | Virtual Meeting (from next action) | Completed: w/ Ron and Scott — Serious interest in financing contingent on campaign progress possibly phase 1 or phase 2 | — | Edit |
| 2026-06-10 | Activity | Virtual Meeting Planned — not completed | To provide Ron with overview of school, project, status, and topics (long-term grant, bond) | — | Edit |
| 2026-06-10 | Activity | Virtual Meeting (from next action) | Completed: w/ CFRRR to discuss fundraising and financing — 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. | — | Edit |
| 2026-05-28 | Activity | Email / Correspondence (from next action) | Completed: send advisor update on interest | — | Edit |
| 2026-05-21 | Activity | Virtual Meeting (from next action) | Completed: meet w/ advisor regarding bond | — | Edit |
| 2026-05-15 | Activity | Phone Call (from next action) | Completed: Follow up regarding proposal | — | Edit |
| 2026-05-15 | Activity | In-Person Meeting (from next action) | Completed: Email Luke to follow up | — | Edit |
| 2026-05-15 | Stage | Stage: Cultivation → Solicitation | |||
| 2026-05-08 | Activity | Phone Call (from next action) | Completed: Phone call — Luke invited proposal - follow up next week | — | Edit |
| 2026-05-08 | Activity | In-Person Meeting (from next action) | Completed: email regarding proposal interest | — | Edit |
| 2026-05-04 | Activity | In-Person Meeting (from next action) | Completed: luke connections | — | Edit |
| 2026-04-30 | Activity | Virtual Meeting via Phone | Call with Luke regarding foundation priorities and open to giving? | — | Edit |
| 2026-04-30 | Stage | Stage: Qualification → Cultivation | |||
| 2026-04-28 | Activity | In-Person Meeting (from next action) | Completed: email Luke w/ update about Fargo trip, ask for introduction | — | Edit |