| 2026-10-05 | Activity | Phone Call (from next action) | Completed: stewardship phone call | โ | Edit |
| 2026-08-12 | Activity | Other Task (from next action) | Completed: mail Peter / alumni thank you note for leadership gifts | โ | Edit |
| 2026-05-21 | Activity | Email / Correspondence (from next action) | Completed: Send follow-up email with one-pager | โ | Edit |
| 2026-05-21 | Activity | Phone Call (from next action) | Completed: Call at Luck family office about bond / PRI possibility | โ | Edit |
| 2026-05-21 | Activity | Phone Call (from next action) | Completed: f/u on matching pledge | โ | Edit |
| 2026-05-18 | Activity | In-Person Meeting (from next action) | Completed: Follow up for updates/scheduling meeting | โ | Edit |
| 2026-05-08 | Event | Fredericksburg Community Event โ Confirmed | | | |
| 2026-05-01 | Family | Riley Family: Event โ Follow-Up Needed | Attended Summit Family Gathering; updated on building project and campaign progress; provided with campaign pledge card. | โ | |
| 2026-04-25 | Family | Riley Family: In-Person Meeting โ Attended | Attended Family Gathering (carried over from archived RSVP records) | โ | |
| 2026-04-25 | Family | Riley Family: Event โ Follow-Up Needed | Attended Summit Family Gathering; updated on building project and campaign progress; provided with campaign pledge card. | โ | |
| 2026-04-25 | Family | Riley Family: Email / Correspondence โ Attending โ Confirmed | Event reminder sent โ April 25 (Matt & Erin Tierney) | โ | |
| 2026-04-21 | Family | Riley Family: Email / Correspondence โ Attended | Thank You email sent; pledge card reminder included | โ | |
| 2026-04-20 | Family | Riley Family: Email / Correspondence โ Follow-Up Needed | Alternate date offer sent โ May 1 (Todd & Kelli Helbling) (original date declined) | โ | |
| 2026-04-17 | Family | Riley Family: Email / Correspondence โ Follow-Up Needed | RSVP reminder sent โ May 1 (Todd & Kelli Helbling) | โ | |
| 2026-04-14 | Family | Riley Family: Email / Correspondence โ Attending | Campaign invitation sent โ Summit Family Gathering: May 1 (Todd & Kelli Helbling) | โ | |
| 2025-10-17 | Activity | In-Person Meeting | Meeting logged โ Group 1 ($250K+) | โ | Edit |
| 2025-05-31 | Pledge | Pledge recorded: $250,000 over 5 yr โ General Campaign | Stock donation to KCCF; open to longer term commitment up to 250K
NOTE - May 31, upgraded to 250K - 150k over 5 when they are able | | |