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The Summit Academy

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Richard Gilliam Cultivation

Gilliam Family Foundation  ยท  Foundation  ยท  Priority: High  ยท  Capacity: $2,000,000
๐Ÿ“‹ Log Activity ๐Ÿค Record Pledge ๐Ÿ“„ Meeting Prep
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Activity & History + Log
DateKindWhatNotesCounts toward
2026-09-01ActivityEmail / Correspondence (from next action)Completed: process response and determine next steps โ€” emailing with Juliaโ€”Edit
2026-08-28ActivityOther Task (from next action)Completed: f/u w Jacob re warm connectionโ€”Edit
2026-08-28ActivityPhone Call (from next action)Completed: follow up on letter, campaign brochureโ€”Edit
2026-08-28StageStage: Qualification โ†’ Cultivation
2026-08-21ActivityPhone Call (from next action)Completed: Jacob will get meeting with Tal, for warm introโ€”Edit
2026-08-17ActivityOther Task (from next action)Completed: NM to call foundation โ€” need to complete letter and mail - drafted 8/17, mailed 8/18โ€”Edit
2026-08-11ActivityOther Task (from next action)Completed: Ken will request meeting โ€” ken can't; NM to callโ€”Edit
2026-07-09ActivityOther Task (from next action)Completed: request introductory meeting thru Ken โ€” done - f/u with Ken via phoneโ€”Edit
2026-07-09StageStage: Identification โ†’ Qualification
๐Ÿ“Ž Attachments PDF, Word, Excel, images  ยท  max 15 MB each
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Gilliam Family Foundation Application 2026.docx
Proposal  ยท  63.9 KB  ยท  2026-08-28
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Donor Prospect Brief - Gilliam.docx
Research  ยท  29.9 KB  ยท  2026-06-26