| 2026-08-06 | Activity | Other Task (from next action) | Completed: mail Peter / alumni thank you note for leadership gifts | โ | Edit |
| 2026-05-08 | Event | Fredericksburg Community Event โ Confirmed | Teresa as well | | |
| 2026-04-28 | Activity | In-Person Meeting (from next action) | Completed: send finalized pledge agreement based on feedback | โ | Edit |
| 2026-04-20 | Activity | In-Person Meeting (from next action) | Completed: Lunch meeting 12pm | โ | Edit |
| 2026-04-17 | Activity | In-Person Meeting | Discussed May 8 prospects; Kent family has younger kids, runs paving company - Dad owns major construction company. Schierer is big fan of Summit and mom is philanthropically minded - traveling down from Northern VA. Coggins and newly married husband are older, recently married, no children yet but both involved in St Mary / community and could be open to learning more.
Also received feedback on pledge form so as to finalize. | โ | Edit |
| 2026-04-16 | Activity | In-Person Meeting (from next action) | Completed: follow up if nothing | โ | Edit |
| 2026-04-14 | Activity | In-Person Meeting (from next action) | Completed: lunch meeting scheduling for May event prep | โ | Edit |
| 2025-10-03 | Pledge | Pledge recorded: $100,000 over 5 yr โ General Campaign | Contributions and State Farm match has begun - total 20k/year. | | |
| 2025-10-02 | Activity | In-Person Meeting | Meeting logged โ Group 2 ($100K) | โ | Edit |