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The Summit Academy

Gloria Dei Est Homo Vivens
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Regan LaMothe Solicitation

LaMothe Family Foundation  Β·  Community  Β·  Priority: High  Β·  Capacity: $250,000
πŸ“‹ Log Activity 🀝 Record Pledge πŸ“„ Meeting Prep
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Activity & History + Log
DateKindWhatNotesCounts toward
2026-09-16ActivityPhone Call (from next action)Completed: check in with Regan about NOvember tripβ€”Edit
2026-09-11ActivityOther Task (from next action)Completed: add Regan to newslettersβ€”Edit
2026-08-13ActivityVirtual Meeting via PhonePossible 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
2026-08-13ActivityVirtual Meeting (from next action)Completed: To update and discuss long-term campaign pledgeβ€”Edit
2026-08-04StageStage: Cultivation β†’ Solicitation
2026-07-29ActivityEmail / Correspondence (from next action)Completed: request new meeting; getting towards solicitationβ€”Edit
2026-07-29ActivityEmail / Correspondence (from next action)Completed: read statement; follow up on visitβ€”Edit
2026-06-03ActivityIn-Person Meeting (from next action)Completed: confirm fall campus visit β€” emailing regarding updates; fall visitβ€”Edit
2026-05-26ActivityPhone Call (from next action)Completed: Call about bond / PRI possibility β€” checked in about in person VA visit May 26β€”Edit
2026-05-08ActivityVirtual Meeting Planned β€” not completedβ€”Edit
2026-04-28ActivityIn-Person Meeting (from next action)Completed: follow up note for May 6-8 call with Julian; also accelerator and home addressβ€”Edit
2026-04-20ActivityIn-Person Meeting (from next action)Completed: Prep for follow-up meetingβ€”Edit
2026-04-20ActivityVirtual Meeting Planned β€” not completedβ€”Edit
2026-04-17ActivityIn-Person Meeting (from next action)Completed: Follow-up meeting 1pm ETβ€”Edit
2026-04-17ActivityIn-Person Meeting (from next action)Completed: Confirm follow-up meeting via emailβ€”Edit
2026-04-17ActivityIn-Person Meeting (from next action)Completed: Confirm follow-up meeting via emailβ€”Edit
2026-04-16ActivityIn-Person Meeting (from next action)Completed: confirm follow-up meetingβ€”Edit
2026-04-16ActivityVirtual Meeting Planned β€” not completedβ€”Edit
2026-04-08ActivityIn-Person Meeting (from next action)Completed: Direct connection via Sean Maltbie / email response from NM 3/31β€”Edit
2026-04-08ActivityIn-Person Meeting (from next action)Completed: follow-up call for next week in schedulingβ€”Edit
2026-04-08ActivityIn-Person MeetingMeeting logged β€” Group 2 ($100K)β€”Edit
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