| 2026-08-21 | Activity | Virtual Meeting (from next action) | Completed: f/u about gift proposal | β | Edit |
| 2026-08-21 | Activity | Phone Call (from next action) | Completed: follow up regarding proposal | β | Edit |
| 2026-08-21 | Stage | Stage: Solicitation β Pledge / Committed | | | |
| 2026-08-21 | Pledge | Pledge recorded: $25,000 over 5 yr β General Campaign | 5k/year for several years; planned gift arrangement is percentage per total contributions for each org, 100% goes to charity upon death divided proportionally by most recent year of contributions. significant land holdings across North Dakota could increase this value significantly. | | |
| 2026-08-11 | Activity | Virtual Meeting (from next action) | Completed: long discussion regarding overall giving, how summit fits - requested more details | β | Edit |
| 2026-08-11 | Stage | Stage: Pledge / Committed β Solicitation | | | |
| 2026-07-07 | Activity | Phone Call (from next action) | Completed: followed up about gift amount; was at hospital, so will get back to me - stay in touch via email for numbers | β | Edit |
| 2026-05-15 | Activity | Phone Call (from next action) | Completed: f/u on Newman, Paula, gift | β | Edit |
| 2026-05-15 | Activity | In-Person Meeting (from next action) | Completed: Call again | β | Edit |
| 2026-05-15 | Activity | Phone Call (from next action) | Completed: Follow up call | β | Edit |
| 2026-05-05 | Activity | In-Person Meeting (from next action) | Completed: Left VM | β | Edit |
| 2026-05-05 | Activity | In-Person Meeting (from next action) | Completed: Phone call | β | Edit |
| 2026-05-01 | Activity | In-Person Meeting (from next action) | Completed: follow up list from meeting | β | Edit |
| 2026-04-23 | Activity | In-Person Meeting (from next action) | Completed: prep for April meeting | β | Edit |
| 2026-04-21 | Activity | In-Person Meeting | Meeting logged β Group 1 ($250K+) | β | Edit |
| 2025-09-25 | Activity | In-Person Meeting | Meeting logged β Group 1 ($250K+) | β | Edit |