Mike Ortner — The Summit Academy Capital Campaign

Mike Ortner Cultivation

Ortner Family Foundation · Community · Priority: High · Capacity: $500,000

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Notes

Emailed from JM's account on 4/17 to follow up and send May 8 invite link.
Notes: Have been emailing back and forth; followed up on 3/24.
Group: Group 1 ($250K+)
Next Action: JM left VM on Tuesday 3/31

Sent Mike all campaign info

From: Michael Ortner <michael.ortner@gmail.com>
Date: Thu, Mar 12, 2026 at 3:20 PM
Subject: Re: Following up + meeting request
To: Julian Malcolm <jmalcolm@thesummitva.org>

Thanks Julian! We met with the Lumen folks and I am hopeful that could be a good option for us. Thanks for the recommendation!

Do you have info you could email me about your campaign?

On Thu, Mar 12, 2026 at 1:54 PM Julian Malcolm <jmalcolm@thesummitva.org> wrote:
Mike,

Appreciated our conversation about accreditation and happy to continue supporting in any way I can. It's something that needs a better solution than the status quo. I've also heard that you recently met our grants manager Molly Herman – she's terrific!

As we discussed, I would like to get together in the next month to share more about our campaign. We can meet halfway or come to you. I'll plan to bring Nick, my executive director who's got the lead for numbers. We have lead donors and are expanding our 100K-250K level supporters.

Are you available on March 24, March 31, or during the day on April 14? Those are best on our end but we can be flexible.

Best,

Julian

Open Next Actions

Due	Action
2026-06-17	follow up if match comes through
2026-09-07	Invite to the gala

Activity & History + Log

Date	Kind	What	Notes	Counts toward
2026-06-11	Activity	Phone Call (from next action)	Completed: Call about bond / PRI possibility — no - wait for match	—	Edit
2026-05-18	Activity	In-Person Meeting (from next action)	Completed: JM left VM on Tuesday 3/31	—	Edit
2026-03-13	Activity	In-Person Meeting	Meeting logged — Group 1 ($250K+)	—	Edit

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