Richard Gilliam — The Summit Academy Capital Campaign

Richard Gilliam Cultivation

Gilliam Family Foundation · Foundation · Priority: High · Capacity: $2,000,000

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Activity History + Log

Date	Type	Method	Notes
2026-09-01	Next Action Complete	—	Completed: process response and determine next steps — emailing with Julia
2026-08-28	Next Action Complete	—	Completed: follow up on letter, campaign brochure
2026-08-28	Next Action Complete	—	Completed: f/u w Jacob re warm connection
2026-08-21	Next Action Complete	—	Completed: Jacob will get meeting with Tal, for warm intro
2026-08-17	Next Action Complete	—	Completed: NM to call foundation — need to complete letter and mail - drafted 8/17, mailed 8/18
2026-08-11	Next Action Complete	—	Completed: Ken will request meeting — ken can't; NM to call
2026-07-09	Next Action Complete	—	Completed: request introductory meeting thru Ken — done - f/u with Ken via phone

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Proposal · 63.9 KB · 2026-08-28

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Research · 29.9 KB · 2026-06-26