| 2026-05-26 | Activity | Other Task (from next action) | Completed: Confirm cap campaign donation from Ameriprise account if necessary | โ | Edit |
| 2026-05-26 | Stage | Stage: Solicitation โ Pledge / Committed | | | |
| 2026-05-26 | Pledge | Pledge recorded: $5,000 over 1 yr โ General Campaign | | | |
| 2026-04-30 | Activity | In-Person Meeting (from next action) | Completed: invite to May 8 event | โ | Edit |
| 2026-04-28 | Activity | In-Person Meeting (from next action) | Completed: Check in with Julian | โ | Edit |
| 2026-04-20 | Stage | Stage: Cultivation โ Solicitation | | | |
| 2026-04-14 | Activity | In-Person Meeting (from next action) | Completed: post Easter follow up note; meeting request emailed 3/27 | โ | Edit |
| 2026-04-14 | Stage | Stage: Qualification โ Cultivation | | | |