| 2026-09-16 | Activity | Phone Call (from next action) | Completed: check in with Regan about NOvember trip | β | Edit |
| 2026-09-11 | Activity | Other Task (from next action) | Completed: add Regan to newsletters | β | Edit |
| 2026-08-13 | Activity | Virtual Meeting via Phone | Possible visit in the fall with daughter and siblings who are on the foundation board. Next grant cycle is February, so the timing for a proposal may align well. They are moving into a more active phase and will likely be a hands-on donor. They really appreciate regular communications and updates. | β | Edit |
| 2026-08-13 | Activity | Virtual Meeting (from next action) | Completed: To update and discuss long-term campaign pledge | β | Edit |
| 2026-08-04 | Stage | Stage: Cultivation β Solicitation | | | |
| 2026-07-29 | Activity | Email / Correspondence (from next action) | Completed: request new meeting; getting towards solicitation | β | Edit |
| 2026-07-29 | Activity | Email / Correspondence (from next action) | Completed: read statement; follow up on visit | β | Edit |
| 2026-06-03 | Activity | In-Person Meeting (from next action) | Completed: confirm fall campus visit β emailing regarding updates; fall visit | β | Edit |
| 2026-05-26 | Activity | Phone Call (from next action) | Completed: Call about bond / PRI possibility β checked in about in person VA visit May 26 | β | Edit |
| 2026-05-08 | Activity | Virtual Meeting Planned β not completed | | β | Edit |
| 2026-04-28 | Activity | In-Person Meeting (from next action) | Completed: follow up note for May 6-8 call with Julian; also accelerator and home address | β | Edit |
| 2026-04-20 | Activity | In-Person Meeting (from next action) | Completed: Prep for follow-up meeting | β | Edit |
| 2026-04-20 | Activity | Virtual Meeting Planned β not completed | | β | Edit |
| 2026-04-17 | Activity | In-Person Meeting (from next action) | Completed: Follow-up meeting 1pm ET | β | Edit |
| 2026-04-17 | Activity | In-Person Meeting (from next action) | Completed: Confirm follow-up meeting via email | β | Edit |
| 2026-04-17 | Activity | In-Person Meeting (from next action) | Completed: Confirm follow-up meeting via email | β | Edit |
| 2026-04-16 | Activity | In-Person Meeting (from next action) | Completed: confirm follow-up meeting | β | Edit |
| 2026-04-16 | Activity | Virtual Meeting Planned β not completed | | β | Edit |
| 2026-04-08 | Activity | In-Person Meeting (from next action) | Completed: Direct connection via Sean Maltbie / email response from NM 3/31 | β | Edit |
| 2026-04-08 | Activity | In-Person Meeting (from next action) | Completed: follow-up call for next week in scheduling | β | Edit |
| 2026-04-08 | Activity | In-Person Meeting | Meeting logged β Group 2 ($100K) | β | Edit |